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Hedge Funds Similar to Churchill Financial Advisors,

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

Churchill Financial Advisors, LLC is an institutional investor managing $519M across 125 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 Churchill Financial Advisors, are CULLINAN ASSOCIATES, Greystone Financial Group,, Meadowbrook Advisors Group,, with shared positions in $IBM, $MCD, $AMAT, $DE, $KO, $LOW. The full ranking of 25 similar funds is below.

#1CULLINAN ASSOCIATES INCActive
Notable overlap · 10 shared positions
$IBM$MCD$AMAT$DE$KO$LOW
$1.2B
207 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$IBM$MCD$TJX$KO$LOW
$353M
78 positions
#3Meadowbrook Advisors Group, LLCPassive
Notable overlap · 8 shared positions
$IBM$MS$TJX$MCD$CME$KO
$168M
136 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$IBM$MCD$MS$TJX$KO$TXN
$446M
104 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$IBM$MCD$TJX$KO$LOW
$272M
95 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$IBM$MCD$CMI$CME$KO$SO
$220M
148 positions
#7TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$AMAT$MCD$IBM$KO$LOW$SO
$113M
71 positions
#8Curat Global, LLCPassive
Some overlap · 8 shared positions
$AMAT$IBM$CMI$ADI$KLAC$TXN
$102M
265 positions
#9Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$AMAT$MS$DE$TJX$KO
$163M
52 positions
#10ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MS$IBM$MCD$CMI$SO$TXN
$639M
126 positions
#11Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMAT$IBM$MS$TJX
$183M
104 positions
#12HOLDERNESS INVESTMENTS COPassive
Some overlap · 7 shared positions
$AMAT$IBM$MCD$TJX$LOW$KLAC
$498M
252 positions
#13Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$AMAT$DE$MS$KO$LOW$SO
$333M
124 positions
#14HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$AMAT$IBM$TJX$ADI$MS
$283M
104 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$AMAT$MCD$DE$CME$KO
$1.4B
80 positions
#16Atwater Malick LLCActive
Some overlap · 5 shared positions
$MS$MCD$CMI$KO$LOW
$370M
100 positions
#17LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$IBM$MCD$TJX$KO$LOW$TXN
$533M
126 positions
#18Maple Capital Management, Inc.Active
Some overlap · 5 shared positions
$AMAT$MS$TJX$CME$TXN
$1.5B
119 positions
#19Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$AMAT$DE$CMI$ADI$KLAC$TXN
$122M
54 positions
#20Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$IBM$MCD$DE$TJX$TXN
$996M
195 positions
#21McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMAT$MS$CMI$CME$ADI
$885M
121 positions
#22GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$IBM$MCD$TJX$MS$CME$KO
$908M
286 positions
#23Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$MS$ADI$CMI$MCD$LOW$TXN
$1.2B
262 positions
#24Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$IBM$MCD$TJX$CME$KO
$18.1B
151 positions
#25FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$IBM$MCD$CME$KO$SO$TXN
$1.5B
235 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.