What hedge funds are most similar to CDM FINANCIAL COUNSELING SERVICES, INC.?

The funds with the most similar 13F portfolios to CDM FINANCIAL COUNSELING SERVICES, INC. are Blackston Financial Advisory Group,, Howard, Sherman Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 CDM FINANCIAL COUNSELING SERVICES,

13F Portfolio OverlapQ1 2026CDM FINANCIAL COUNSELING SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

CDM FINANCIAL COUNSELING SERVICES, INC. is an institutional investor managing $116M across 77 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 CDM FINANCIAL COUNSELING SERVICES, are Blackston Financial Advisory Group,, Howard, Sherman Wealth, with shared positions in $HUM, $NTRB, $KKR, $MAR, $MDY, $MCD. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 7 shared positions

$HUM $NTRB $KKR $MAR $MDY $MCD

$160M

106 positions

#2Howard Capital Management Inc.Active

Notable overlap · 7 shared positions

$HUM $NTRB $KKR $SHW $TMO $WT

$6.1B

332 positions

#3Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $NTRB $KKR $WT

$116M

80 positions

#4Accretive Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$HUM $KKR $NTRB $PM $MCD $UNP

$356M

180 positions

#5Alexis Investment Partners, LLCActive

Notable overlap · 5 shared positions

$HUM $NTRB $MAR $SHW $MDY

$145M

35 positions

#6Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 7 shared positions

$NTRB $KKR $HUM $MAR $MCD $PM

$450M

187 positions

#7Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$HUM $NTRB $KKR $KO

$109M

1,311 positions

#8McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$HUM $NTRB $KKR $MAR $UNP

$169M

79 positions

#9Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$HUM $NTRB $MAR $KKR $MDY $KO

$191M

88 positions

#10Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$HUM $NTRB $MAR $PM $KKR $MCD

$302M

51 positions

#11SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $MCD

$272M

554 positions

#12Mosaic Advisors LLCPassive

Notable overlap · 5 shared positions

$HUM $NTRB $MAR $SHW $CSX

$67M

42 positions

#13Crews Bank & TrustPassive

Notable overlap · 6 shared positions

$HUM $KKR $MDY $ICE $MCD $DE

$690M

673 positions

#14SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$HUM $KKR $UNP $DE $KO $TMO

$212M

66 positions

#15High Net Worth Advisory Group LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $NTRB $TMO

$429M

244 positions

#16HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $KKR $MAR $MDY $KO $WT

$246M

118 positions

#17Cannon Wealth Management Services, LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $KO $NSC $MCD $PM

$148M

85 positions

#18Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $PM $DE

$255M

70 positions

#19Infinity Wealth Counsel, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $WT $MAR

$109M

63 positions

#20KDT Advisors, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $PM $UNP $MCD

$63M

69 positions

#21DAGCO, INC.Passive

Notable overlap · 7 shared positions

$KKR $HUM $MAR $SHW $CSX $TMO

$461M

353 positions

#22Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MDY $PM

$169M

170 positions

#23Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $KKR $ICE $ASML

$98M

197 positions

#24Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$156M

44 positions

#25Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $MAR

$745M

219 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.