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Hedge Funds Similar to CFO

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

CFO CAPITAL MANAGEMENT LLC is an institutional investor managing $121M across 104 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 CFO are PeakShares, BROOKS, MOORE & ASSOCIATES,, Sun Group Wealth Partners, with shared positions in $MAR, $AMD, $PLTR, $IBM, $PANW, $DUK. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive
Notable overlap · 7 shared positions
$MAR$AMD$PLTR$IBM$PANW$DUK
$109M
116 positions
#2BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 8 shared positions
$IBM$SO$LOW$ABT$HON$WT
$199M
110 positions
#3Sun Group Wealth PartnersPassive
Some overlap · 5 shared positions
$MAR$PLTR$ABT$PANW$AMD
$127M
73 positions
#4Armstrong, Fleming & Moore, IncActive
Some overlap · 5 shared positions
$MAR$PLTR$IBM$HON$VZ
$236M
108 positions
#5SFE Investment CounselPassive
Some overlap · 7 shared positions
$IBM$LOW$ABT$AMD$PANW$HON
$635M
143 positions
#6GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$AMD$IBM$SO$DE$PANW$WT
$109M
70 positions
#7JBR Co Financial Management IncActive
Some overlap · 6 shared positions
$MAR$IBM$AMD$VZ$PLTR$DUK
$239M
120 positions
#8CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$PLTR$LOW$ABT$PANW$DUK$VZ
$1.1B
149 positions
#9TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$AMD$IBM$LOW
$182M
115 positions
#10FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MAR$IBM$LOW$ABT
$1.1B
175 positions
#11JM2 Capital Inc.Passive
Some overlap · 5 shared positions
$MAR$AMD$HON$AMAT$PANW
$121M
114 positions
#12Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$PLTR$NBIS$AMD$AMAT$SO
$239M
46 positions
#13OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$PLTR$SO$IBM$MAR$KMI$VZ
$311M
318 positions
#14Persium Advisors, LLCActive
Some overlap · 7 shared positions
$IBM$ABT$PANW$HON$DUK$VZ
$127M
60 positions
#15OMC Financial Services LTDActive
Some overlap · 4 shared positions
$MAR$AMD$LOW$PANW
$258M
64 positions
#16Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$MAR$ABT$SHW$KMI$DE
$1.0B
106 positions
#17Three Magnolias Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$SHW$WT$DUK$LOW$SO
$157M
103 positions
#18Oak Grove Capital LLCSmart money
Some overlap · 5 shared positions
$NBIS$IBM$AMD$KMI$DUK
$1.2B
92 positions
#19McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$PLTR$AMD$HON$WT$AMAT
$885M
121 positions
#20Guardian Capital, LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$SHW$AMD$LOW
$105M
81 positions
#21MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$PLTR$IBM$SHW$PANW$HON
$333M
113 positions
#22Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$LOW$HON$WT
$170M
48 positions
#23Ethos Capital Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$AMD$MAR$HON
$117M
56 positions
#24FARMERS TRUST COPassive
Some overlap · 6 shared positions
$SO$IBM$PLTR$HON$KMI$VZ
$637M
203 positions
#25Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$ABT$PANW$AMAT
$131M
126 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.