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Hedge Funds Similar to CS Group

13F Portfolio OverlapQ2 2026CS Group portfolio →
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Most similar hedge funds by 13F overlap

Capital CS Group, LLC is an institutional investor managing $127M across 72 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 CS Group are Centric Wealth, Measured Risk Portfolios, Ardmore Road Asset, with shared positions in $UPS, $LMT, $PLTR, $VZ, $KHC, $QCOM. The full ranking of 25 similar funds is below.

#1Centric Wealth ManagementPassive
Notable overlap · 3 shared positions
$UPS$LMT$PLTR
$643M
209 positions
#2Measured Risk Portfolios, Inc.Active
Notable overlap · 4 shared positions
$UPS$VZ$KHC$QCOM
$94M
64 positions
#3Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$VZ$IBIT$QCOM$SHOP$TMUS
$1.7B
70 positions
#4WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$QCOM$TMUS
$4.5B
408 positions
#5Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$VZ$UPS$LMT
$404M
39 positions
#6CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$VZ$UPS$QCOM$LMT
$177M
86 positions
#7Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$UPS$VZ$QCOM$TMUS
$269M
85 positions
#8Strategic Planning, Inc.
Some overlap · 3 shared positions
$VZ$UPS$KHC
$199M
54 positions
#9KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$VZ$UPS$LMT
$382M
60 positions
#10Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$UPS$VZ$QCOM$PLTR
$498M
145 positions
#11Gould Capital, LLCPassive
Some overlap · 3 shared positions
$VZ$IBIT$TMUS
$179M
217 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$LMT
$233M
122 positions
#13Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$UPS$QCOM$LMT
$2.2B
40 positions
#14Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$VZ$QCOM$LMT
$968M
178 positions
#15Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$VZ$QCOM$LMT
$455M
57 positions
#16LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$KHC
$489M
244 positions
#17Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$VZ$KHC$PLTR
$227M
47 positions
#18Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$VZ$UPS$LMT
$161M
62 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$VZ$QCOM
$160M
124 positions
#20San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$IBIT$VZ
$660M
185 positions
#21CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$VZ$SHOP$LMT
$217M
120 positions
#22Freestate Advisors LLCActive
Some overlap · 3 shared positions
$VZ$TMUS$FSCO
$130M
43 positions
#23CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$UPS$VZ$IBIT$LMT
$191M
102 positions
#24BCWM, LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$LMT
$342M
57 positions
#25Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$VZ$UPS$KHC
$138M
54 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.