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Hedge Funds Similar to Shum Financial Group,

13F Portfolio OverlapQ1 2026Shum Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Shum Financial Group, Inc. is an institutional investor managing $141M across 93 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shum Financial Group, are ARBOR /ADV, FINANCIAL GROUP \\ /ADV, Revisor Wealth, with shared positions in $UNH, $PLD, $PPL, $USB, $PM, $ABT. The full ranking of 25 similar funds is below.

#1ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 8 shared positions
$UNH$PLD$PPL$USB$PM$ABT
$123M
101 positions
#2CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GMM$IBM$PM$UPS$LMT
$182M
106 positions
#3Revisor Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$USB$PM$CRM
$362M
327 positions
#4Raleigh Capital Management Inc.Passive
Some overlap · 5 shared positions
$GMM$PLD$USB$PM$AMT
$290M
775 positions
#5Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$UNH$PLD$USB$PM$AMT$ABT
$412M
46 positions
#6Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$GMM$IBM$PM$LMT
$227M
113 positions
#7Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$GMM$PANW$PM$IBM
$222M
73 positions
#8CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$UNH$IBM$PM$UPS$CRM$AMD
$140M
72 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$UNH$USB$ABT$UPS$FDX$LMT
$139M
62 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNH$USB$ABT$AMT$FDX$LMT
$1.4B
56 positions
#11CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$UNH$PLD$USB$PM$AMT
$5.0B
55 positions
#12SYNTAX RESEARCH, INC.Passive
Some overlap · 6 shared positions
$PLD$PANW$ABT$AMT$UPS$LMT
$157M
174 positions
#13My Portfolio Guide, LLCActive
Some overlap · 4 shared positions
$GMM$USB$PM$LMT
$181M
166 positions
#14Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$IBM$FDX
$223M
116 positions
#15Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$GMM$PANW$ABT
$2.3B
143 positions
#16Compton Financial Group, LLCActive
Some overlap · 5 shared positions
$GMM$CRM$PM$PPL$IBM
$453M
71 positions
#17Aspire Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$PM$UPS$AMT
$443M
170 positions
#18Detalus Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$USB$ABT$UPS
$438M
186 positions
#19Lynch Asset Management, Inc.Active
Some overlap · 5 shared positions
$UNH$PANW$IBM$FDX$AMD
$298M
51 positions
#20TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$USB$PM
$307M
76 positions
#21Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$USB$AMD
$509M
132 positions
#22Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$GMM$AMD$UNH
$364M
171 positions
#23MATAURO, LLCActive
Some overlap · 3 shared positions
$GMM$UNH$IBM
$692M
145 positions
#24Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PLD$IBM$USB$PM$LMT
$303M
121 positions
#25Capital Investment Management, Inc.Active
Some overlap · 5 shared positions
$GMM$USB$LMT$ABT$PM
$291M
125 positions

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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.