13F Pro

Hedge Funds Similar to CGC Financial Services

13F Portfolio OverlapQ3 2026CGC Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CGC Financial Services, LLC is an institutional investor managing $451M across 338 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CGC Financial Services are DCM Advisors, WoodTrust Financial, Pacifica Investments, with shared positions in $NKE, $CSX, $PM, $AXP, $PEP, $SBUX. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$CSX$PM$AXP$PEP
$253M
38 positions
#2WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$NKE$SBUX$DE$PEP$AXP
$825M
180 positions
#3Pacifica Capital Investments, LLCActive
Some overlap · 3 shared positions
$NKE$SBUX$AXP
$293M
15 positions
#4Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$DE$PM$PEP$AXP$HUBB$TRV
$540M
77 positions
#5Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NU$NKE$SBUX$DE
$796M
112 positions
#6TPG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$NU$PM
$335M
81 positions
#7Silver Oak Advisory Group, Inc.Active
Some overlap · 4 shared positions
$NU$CSX$SBUX$NKE
$254M
86 positions
#8JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$SBUX$DE$PEP$AXP$HUBB
$1.2B
132 positions
#9CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$PM$DE$SBUX$CSX$AXP
$119M
77 positions
#10William Allan CorpActive
Some overlap · 4 shared positions
$NKE$SBUX$PEP$AXP
$199M
65 positions
#11Columbia Asset ManagementActive
Some overlap · 5 shared positions
$SBUX$DE$PEP$NKE$AXP
$576M
168 positions
#12Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$SBUX$PM$PEP$NKE
$497M
948 positions
#13Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 4 shared positions
$WWD$DE$AXP$SBUX
$995M
677 positions
#14Midwest Financial Partners Investments, Inc.Active
Some overlap · 5 shared positions
$DE$SBUX$AXP$PEP$BSX
$260M
80 positions
#15Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$CSX$PM$AXP$TRV
$87M
113 positions
#16OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$CSX$DE$PEP$BSX
$137M
74 positions
#17INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$NKE$SBUX$AXP
$96M
31 positions
#18InvesTrustPassive
Some overlap · 4 shared positions
$SBUX$PM$PEP$AXP
$247M
91 positions
#19Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$DE$PM$HUBB$CSX$AXP
$1.1B
109 positions
#20BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 4 shared positions
$WWD$DE$PEP$HUBB
$7.1B
535 positions
#21Westfuller Advisors, LLCPassive
Some overlap · 4 shared positions
$NU$SBUX$AXP$PEP
$275M
765 positions
#22Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SBUX$DE$PEP$NKE
$149M
116 positions
#23Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DE$PM$PEP$HUBB
$673M
215 positions
#24SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CSX$NU$DE
$254M
141 positions
#25Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$DE$PEP$SBUX$PM
$330M
128 positions

Compare CGC Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CGC Financial Services’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.