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Hedge Funds Similar to CBM Financial,

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

CBM Financial, LLC is an institutional investor managing $160M across 16 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 CBM Financial, are Alta Advisers Ltd, Strategic Investment Solutions, /IL, Successful Portfolios, with shared positions in $UPST, $DOV, $AMD. The full ranking of 4 similar funds is below.

#1Alta Advisers LtdActive
Some overlap · 3 shared positions
$UPST$DOV$AMD
$276M
206 positions
#2Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$UPST$DOV$AMD
$414M
694 positions
#3Successful Portfolios LLCPassive
Slight overlap · 3 shared positions
$UPST$DOV$AMD
$181M
188 positions
#4Approach Retirement Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$UPST$AMD
$120M
79 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.