How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Cambridge Financial Group,

13F Portfolio OverlapQ1 2026Cambridge Financial Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cambridge Financial Group, LLC is an institutional investor managing $318M across 155 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 Financial Group, are APS Group,, Ballast Financial Advisors, Glass Jacobson Investment Advisors, with shared positions in $NKE, $MS, $KKR, $DHR, $COP, $GMM. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive

Notable overlap · 7 shared positions

$NKE $MS $KKR $DHR $COP $GMM

$117M

72 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 9 shared positions

$UNIT $MS $KKR $DHR $COP $USB

$98M

68 positions

#3Glass Jacobson Investment Advisors llcPassive

Notable overlap · 7 shared positions

$NKE $UNIT $DHR $COP $KKR $USB

$290M

607 positions

#4Donalies Financial Planning, LLCActive

Notable overlap · 6 shared positions

$NKE $UNIT $KKR $BRZE $HUM $GMM

$117M

74 positions

#5Fonville Wealth Management LLCPassive

Notable overlap · 9 shared positions

$NKE $GMM $HUM $KKR $AMN $EPAM

$525M

138 positions

#6TME FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MS $UNIT $KKR $USB $IBIT $NOW

$144M

65 positions

#7Apella Capital, LLCActive

Notable overlap · 8 shared positions

$NKE $KKR $COP $USB $AMN $BRZE

$6.7B

685 positions

#8Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$NKE $UNIT $KKR $HUM $BRZE

$111M

63 positions

#9Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$NKE $UNIT $KKR $HUM $NOW

$116M

77 positions

#10Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$MS $KKR $GMM $COP $UNIT $HUM

$453M

103 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$UNIT $KKR $DHR $COP $USB $BRZE

$133M

121 positions

#12COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 7 shared positions

$UNIT $NKE $KKR $DHR $HUM $BRZE

$489M

161 positions

#13truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MS $KKR $DIA $COP $HUM $UNIT

$97M

49 positions

#14Red Tortoise LLCPassive

Notable overlap · 5 shared positions

$MS $NKE $UNIT $KKR $HUM

$240M

591 positions

#15Conservest Capital Advisors, Inc.Active

Notable overlap · 7 shared positions

$MS $DIA $KKR $EPAM $COP $HUM

$1.1B

127 positions

#16Wealth Architects, LLCPassive

Notable overlap · 7 shared positions

$NKE $UNIT $HUM $NOW $AMN $CTVA

$1.1B

244 positions

#17Stone Summit Wealth LLCPassive

Notable overlap · 6 shared positions

$NKE $UNIT $AXP $COP $USB $AMN

$359M

142 positions

#18Schubert & CoActive

Notable overlap · 7 shared positions

$NKE $KKR $DHR $AXP $AMN $COP

$123M

69 positions

#19White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$KKR $UNIT $DHR $COP $USB $HUM

$721M

145 positions

#20OMNI 360 Wealth, Inc.Passive

Notable overlap · 5 shared positions

$NKE $MS $KKR $HUM $DIA

$194M

125 positions

#21Rooted Wealth Advisors, Inc.Active

Notable overlap · 8 shared positions

$MS $KKR $USB $HUM $DHR $BRZE

$379M

144 positions

#22Zhang Financial LLCActive

Notable overlap · 8 shared positions

$UNIT $KKR $COP $BRZE $AMN $IBIT

$2.9B

367 positions

#23CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 7 shared positions

$NKE $COP $UNIT $BRZE $AMN $DHR

$532M

162 positions

#24Cherry Tree Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$UNIT $KKR $COP $BRZE $AMN $NKE

$473M

582 positions

#25Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$MS $NKE $KKR $HUM

$383M

290 positions

Compare Cambridge Financial Group,’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 Cambridge Financial Group,’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.