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 Cambridge Financial Group

13F Portfolio OverlapQ2 2026Cambridge Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Cambridge Financial Group, Inc. is an institutional investor managing $287M across 33 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 Cambridge Financial Group are Catherine Avery Investment, Addis & Hill, OLD REPUBLIC INTERNATIONAL, with shared positions in $C, $BBY, $TGT, $OKE, $MCD, $VLO. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$C $BBY $TGT $OKE $MCD $VLO

$116M

172 positions

#2Addis & Hill, IncSmart money

Notable overlap · 4 shared positions

$TXN $OKE $WMB $TRGP

$181M

29 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$ETN $TXN $MCD $SYY $VLO $CAH

$2.2B

70 positions

#4WealthBridge Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$C $ETN $FDX $BA $FDXF

$377M

44 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $TXN $WMB $MCD $OKE

$455M

118 positions

#6KWMG, LLCPassive

Notable overlap · 6 shared positions

$CAH $VLO $TJX $SYF $BA $KR

$1.4B

155 positions

#7Signature Wealth Management Group

Notable overlap · 6 shared positions

$WMB $VLO $TGT $TXN $MCD $BA

$263M

128 positions

#8Rock Point Advisors, LLCPassive

Notable overlap · 4 shared positions

$C $TJX $TXN $BBY

$409M

123 positions

#9DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$SYY $TGT $BA $FDX $ETN $C

$530M

92 positions

#10ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 4 shared positions

$WMB $VLO $TRGP $OKE

$857M

50 positions

#11Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$VLO $BA $FDX $C $WMB $MCD

$320M

72 positions

#12Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$TXN $TJX $ETN

$326M

47 positions

#13Beck Bode, LLCPassive

Notable overlap · 3 shared positions

$CAH $ANET $TGT

$660M

108 positions

#14Delta Accumulation, LLCActive

Notable overlap · 4 shared positions

$CAH $TJX $C $COR

$2.5B

156 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$C $OKE $MCD $TXN

$233M

122 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 4 shared positions

$ANET $OKE $BBY $TXN

$227M

47 positions

#17AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$TXN $TJX $ETN $C

$1.6B

120 positions

#18Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ETN $VLO $TJX $TXN $MCD

$170M

61 positions

#19SL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$OKE $WMB $TRGP $MCD

$51M

31 positions

#20Paragon Capital Management LLCActive

Notable overlap · 6 shared positions

$TJX $FDX $MCD $C $FDXF $BA

$216M

60 positions

#21TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 4 shared positions

$OKE $WMB $TRGP $VLO

$9.8B

91 positions

#22Schuylkill Financial LLCActive

Notable overlap · 4 shared positions

$C $TJX $ETN $SYY

$102M

66 positions

#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$TXN $WMB $ETN

$1.3B

99 positions

#24Birch Capital Management, LLCPassive

Notable overlap · 6 shared positions

$COR $FDX $CAH $OKE $FDXF $WMB

$213M

82 positions

#25KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 3 shared positions

$OKE $WMB $TRGP

$5.1B

53 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.