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 C M BIDWELL & ASSOCIATES LTD

13F Portfolio OverlapQ2 2026C M BIDWELL & ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

C M BIDWELL & ASSOCIATES LTD is an institutional investor managing $245M across 494 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to C M BIDWELL & ASSOCIATES LTD are Wakefield Asset LLLP, Kaufman Rossin Wealth, Markin Volterra Fund, with shared positions in $WDC, $VRT, $APH, $FIX, $TPR, $MPC. The full ranking of 25 similar funds is below.

#1Wakefield Asset Management LLLPPassive

Notable overlap · 9 shared positions

$WDC $VRT $APH $FIX $TPR $MPC

$444M

225 positions

#2Kaufman Rossin Wealth, LLCActive

Some overlap · 8 shared positions

$VRT $WDC $GLW $APH $ANET $FIX

$211M

112 positions

#3Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$WDC $VRT $GLW $APH $ANET $FIX

$147M

69 positions

#4Dorsey Wright & AssociatesPassive

Some overlap · 7 shared positions

$WDC $CAH $BNY $HWM $APH $FIX

$590M

131 positions

#5Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$WDC $VRT $GLW $HWM $BNY $TPR

$201M

75 positions

#6Retireful, LLCPassive

Some overlap · 6 shared positions

$WDC $VRT $GLW $ANET $FIX $DELL

$107M

81 positions

#7BRAUN STACEY ASSOCIATES INCActive

Some overlap · 6 shared positions

$WDC $VRT $HWM $APH $APP $TRV

$3.5B

113 positions

#8VestGen Investment ManagementPassive

Some overlap · 7 shared positions

$WDC $CAH $BNY $HWM $APH $FIX

$189M

218 positions

#9PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$WDC $VRT $GLW $HWM $FIX $DELL

$462M

86 positions

#10POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 7 shared positions

$VRT $HWM $APH $ANET $FIX $TPR

$135M

113 positions

#11Precision Wealth Strategies, LLCPassive

Some overlap · 7 shared positions

$WDC $GLW $TPR $FIX $NTRS $APH

$332M

170 positions

#12PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$WDC $VRT $GLW $FIX $APP

$174M

92 positions

#13Bellwether Advisors, LLCPassive

Some overlap · 6 shared positions

$WDC $GLW $CAH $FIX $RDDT $DELL

$675M

167 positions

#14BankChampaign, National AssociationPassive

Some overlap · 5 shared positions

$WDC $VRT $HWM $ANET $DELL

$130M

200 positions

#15VMS Asset Management LimitedPassive

Some overlap · 5 shared positions

$WDC $VRT $GLW $FIX $DELL

$315M

33 positions

#16FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WDC $GLW $CAH $APH $HWM $TPR

$592M

362 positions

#17IBEX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$VRT $HWM $APH $ANET $APP $DELL

$1.3B

209 positions

#18SMART Wealth LLCPassive

Some overlap · 5 shared positions

$WDC $VRT $HWM $MS $DELL

$464M

222 positions

#19Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$VRT $HWM $APH $ANET $APP $MS

$29.1B

66 positions

#20Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$WDC $GLW $BNY $CAH $MGA $DELL

$1.0B

204 positions

#21TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$WDC $GLW $DOV $FIX $MPC $DELL

$686M

151 positions

#22MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 5 shared positions

$VRT $WDC $GLW $APH $FIX

$657M

117 positions

#23Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$VRT $GLW $HWM $FIX $MPC $DELL

$375M

75 positions

#24McKinley Carter Wealth Services, Inc.Active

Some overlap · 5 shared positions

$DOV $BNY $APH $MS $DELL

$1.9B

322 positions

#25Telligent Fund, LPActive

Some overlap · 5 shared positions

$VRT $GLW $HWM $APH $ANET

$136M

23 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.