13F Pro

Hedge Funds Similar to CFG Wealth Services,

13F Portfolio OverlapQ1 2026CFG Wealth Services, portfolio →
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Most similar hedge funds by 13F overlap

CFG Wealth Management Services, Inc. is an institutional investor managing $107M across 80 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 CFG Wealth Services, are Schiavi &, Blackhawk Partners,, Windward Private Wealth, with shared positions in $SNOW, $UPST, $CTVA, $HROW, $EPAM, $UTHR. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$SNOW$UPST$CTVA
$337M
50 positions
#2Blackhawk Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$SNOW$UPST$HROW
$273M
141 positions
#3Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$UPST$CTVA
$289M
44 positions
#4BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SNOW$EPAM$CTVA
$389M
116 positions
#5Retirement Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$CTVA$UTHR
$1.2B
67 positions
#6RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$SNOW$ANET$UPST
$265M
62 positions
#7Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$SNOW$UPST$CTVA
$398M
88 positions
#8Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$EPAM
$518M
140 positions
#9Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$SNOW$UPST$CTVA$EPAM
$607M
110 positions
#10Strategic Equity ManagementPassive
Some overlap · 3 shared positions
$SNOW$CTVA$EPAM
$266M
70 positions
#11WHITEBOX ADVISORS LLCActive
Some overlap · 3 shared positions
$SNOW$UPST$LITE
$8.1B
568 positions
#12Red Tortoise LLCPassive
Some overlap · 3 shared positions
$SNOW$UPST$APP
$240M
591 positions
#13MONEYWISE, INC.Passive
Some overlap · 3 shared positions
$SNOW$CTVA$EPAM
$229M
82 positions
#14Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$EPAM$UPST
$133M
70 positions
#15Cornerstone Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$UPST$CTVA
$434M
49 positions
#16ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SNOW$UPST$CTVA
$370M
119 positions
#17McLean Asset Management CorpActive
Some overlap · 3 shared positions
$CTVA$SNOW$UPST
$572M
165 positions
#18Echo45 Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$UPST$APP
$178M
76 positions
#19Finley Financial, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$EPAM
$214M
107 positions
#20Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$SNOW$UPST$APP
$478M
42 positions
#21Risk Paradigm Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$CTVA$AMH
$117M
59 positions
#22LuminArx Capital Management LPActive
Some overlap · 3 shared positions
$SNOW$UPST$APTV
$136M
83 positions
#23Noble Family Wealth, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$UPST
$484M
76 positions
#24GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNOW$ANET$APP$LITE
$209M
42 positions
#25SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$CTVA$SNOW$EPAM
$125M
39 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.