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Hedge Funds Similar to CAMBRIDGE ,

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

CAMBRIDGE CAPITAL MANAGEMENT, LLC is an institutional investor managing $232M across 44 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 CAMBRIDGE , are Passive ,, KRM WEALTH L.L.C., Beacon ,, with shared positions in $SNOW, $SCHW, $KKR, $UNIT, $TXN, $COP. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SNOW$SCHW$KKR$UNIT
$335M
104 positions
#2KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 3 shared positions
$SNOW$SCHW$KKR
$192M
43 positions
#3Beacon Capital Management, Inc.Active
Notable overlap · 4 shared positions
$SCHW$SNOW$TXN$COP
$1.8B
57 positions
#4Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$SCHW$UNIT$COP
$1.4B
58 positions
#5SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$SCHW$HUM$KKR$UNIT
$272M
554 positions
#6Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$SCHW$SNOW$HUM$KKR$COP
$420M
120 positions
#7Leo H. Evart, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$HUM$KKR$UNIT
$117M
298 positions
#8Northeast Financial Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$SCHW$COP
$404M
90 positions
#9Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$SNOW$SCHW$UNIT
$313M
119 positions
#10Darrow Company, Inc.Active
Notable overlap · 4 shared positions
$SNOW$KKR$HUM$COP
$222M
56 positions
#11Discipline Wealth Solutions, LLCActive
Notable overlap · 5 shared positions
$SNOW$SCHW$UNIT$HUM$COP
$950M
192 positions
#12Windward Private Wealth Management Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$HUM$UNIT$COP
$289M
44 positions
#13Equity Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$HUM$KKR
$155M
76 positions
#14FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$SNOW$HUM$SCHW$UNIT
$754M
345 positions
#15WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SNOW$KKR$HUM$UNIT
$156M
139 positions
#16Kropog Financial Group, LLCActive
Notable overlap · 3 shared positions
$SNOW$KKR$HUM
$123M
33 positions
#17CHRISTINE MESSMER PCActive
Notable overlap · 5 shared positions
$SNOW$KKR$UNIT$HUM$COP
$156M
80 positions
#18Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SNOW$SCHW$HUM$KKR$UNIT
$525M
138 positions
#19Ariston Services GroupActive
Notable overlap · 5 shared positions
$SCHW$SNOW$HUM$KKR$COP
$167M
71 positions
#20FC Advisory LLCActive
Notable overlap · 4 shared positions
$SNOW$SCHW$HUM$COP
$342M
115 positions
#21Family Investment Center, Inc.Active
Notable overlap · 4 shared positions
$SNOW$HUM$UNIT$COP
$520M
91 positions
#22Sage Financial Management Group, Inc.Active
Notable overlap · 4 shared positions
$SNOW$KKR$COP$UNIT
$325M
57 positions
#23Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$SCHW$UNIT$COP$HUM
$518M
140 positions
#24Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$SNOW$KKR$COP
$488M
799 positions
#25Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$SNOW$SCHW$COP
$398M
88 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.