13F Pro

Hedge Funds Similar to Cambridge Financial Group

13F Portfolio OverlapQ3 2026Cambridge Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cambridge Financial Group, LLC is an institutional investor managing $317M across 153 U.S. equity positions as of Q3 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 SEARLE, Ark Wealth Advisors, Colter Lewis Investment Partners, with shared positions in $AXP, $PEP, $NUE, $TXN, $QCOM, $EMR. The full ranking of 25 similar funds is below.

#1SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$PEP$NUE$TXN$QCOM
$445M
194 positions
#2Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$QCOM$NUE$EMR$PEP
$113M
87 positions
#3Colter Lewis Investment Partners LLCActive
Some overlap · 4 shared positions
$AXP$PEP$DOV$IBIT
$225M
114 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$PEP$TXN
$455M
118 positions
#5Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$PEP$EMR
$210M
108 positions
#6VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$QCOM$AXP$PEP$EMR$TXN
$367M
111 positions
#7HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$EMR$TXN
$536M
217 positions
#8BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$AXP$QCOM$PEP$TXN$EMR
$371M
394 positions
#9Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$AXP$QCOM$PEP
$473M
58 positions
#10Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$EMR$TXN
$637M
146 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AXP$DOV$TXN$QCOM$COP
$418M
232 positions
#12Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AXP$QCOM$PEP
$968M
178 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$AXP$QCOM$PEP
$274M
58 positions
#14Stone Summit Wealth LLCPassive
Some overlap · 3 shared positions
$AXP$QCOM$PEP
$370M
137 positions
#15Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$EMR$NUE
$221M
92 positions
#16Addison Capital CoActive
Some overlap · 4 shared positions
$QCOM$IBIT$DOV$PEP
$610M
184 positions
#17Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$AXP$PEP$EMR
$190M
304 positions
#18BAXTER BROS INCPassive
Some overlap · 3 shared positions
$AXP$QCOM$TXN
$864M
172 positions
#19SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$QCOM$DOV$NUE$PEP
$217M
287 positions
#20Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AXP$PEP$QCOM
$388M
115 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$QCOM$EMR
$906M
153 positions
#22TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$AXP$PEP$EMR$TXN
$137M
77 positions
#23PARTHENON LLCActive
Some overlap · 3 shared positions
$AXP$PEP$DOV
$967M
129 positions
#24Community Bank, N.A.Passive
Some overlap · 5 shared positions
$PEP$EMR$NUE$QCOM$TXN
$926M
530 positions
#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$QCOM$EMR$NUE$PEP
$2.5B
270 positions

Compare Cambridge Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cambridge Financial Group’s holdings

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.