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 CCM INVESTMENT ADVISERS

13F Portfolio OverlapQ1 2026CCM INVESTMENT ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

CCM INVESTMENT ADVISERS LLC is an institutional investor managing $1.0B across 93 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 CCM INVESTMENT ADVISERS are Markin Volterra Fund, Nishkama ,, PARNASSUS INVESTMENTS,, with shared positions in $AMAT, $JBL, $STX, $KLAC, $AMD, $FCX. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$AMAT $JBL $STX $KLAC $AMD

$65M

34 positions

#2Nishkama Capital, LLCActive

Notable overlap · 4 shared positions

$STX $AMAT $AMD $FCX

$1.6B

52 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$AMAT $KLAC $AMD $TMO $SHW

$34.1B

135 positions

#4Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$JBL $KLAC $BKNG $AMD $MPC

$2.0B

162 positions

#5CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$AMAT $ETN $KLAC $AMD

$180M

58 positions

#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 5 shared positions

$AMAT $KLAC $AMD $CB $SHW

$331M

183 positions

#7Midwest Professional Planners, LTD.Passive

Some overlap · 5 shared positions

$AMAT $ETN $LMT $AMD $COF

$425M

137 positions

#8Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$AMAT $KLAC $LMT $BKNG $TMO

$187M

87 positions

#9Anther Capital LtdActive

Some overlap · 3 shared positions

$STX $AMAT $KLAC

$3.8B

31 positions

#10Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$AMAT $ETN $LMT $DUK

$184M

32 positions

#11Hudson Canyon Capital ManagementPassive

Some overlap · 4 shared positions

$AMAT $ETN $MPC $COF

$163M

52 positions

#12Wealth Intelligence, LLCActive

Some overlap · 5 shared positions

$ETN $MPC $CB $SO $LMT

$208M

58 positions

#13Heritage Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$ETN $CB $DUK $MPC $FCX $AMD

$202M

157 positions

#14Western Financial Corp/CAActive

Some overlap · 6 shared positions

$STX $AMAT $LMT $GM $AMD $KLAC

$255M

127 positions

#15Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$MPC $KLAC $AMAT $SO $LMT $DUK

$337M

109 positions

#16NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 5 shared positions

$AMAT $KLAC $TMO $SHW $ETN

$1.5B

139 positions

#17Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$AMAT $KLAC $CB $TMO $EVR

$2.4B

291 positions

#18Maytus Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMAT $JBL $CRWD $BKNG

$562M

62 positions

#19JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AMAT $LMT $SO $AMD $DUK

$822M

214 positions

#20Hosking Partners LLPActive

Some overlap · 5 shared positions

$MPC $BKNG $FCX $COF $STX

$2.8B

99 positions

#21Core Alternative CapitalPassive

Some overlap · 5 shared positions

$LMT $CB $AMD $SO $SHW

$339M

205 positions

#22Kinetic Partners Management, LPActive

Some overlap · 5 shared positions

$KLAC $AMAT $AMD $STX $SHW

$1.8B

49 positions

#23SHUTTLEWORTH & CoPassive

Some overlap · 4 shared positions

$AMAT $ETN $SHW $SO

$111M

52 positions

#24Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$STX $SO $DUK $ETN $LMT

$215M

125 positions

#25Guinness Atkinson Asset Management IncPassive

Some overlap · 4 shared positions

$AMAT $KLAC $TMO $ETN

$200M

123 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.