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Hedge Funds Similar to CCM INVESTMENT ADVISERS

13F Portfolio OverlapQ2 2026CCM INVESTMENT ADVISERS portfolio →
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Most similar hedge funds by 13F overlap

CCM INVESTMENT ADVISERS LLC is an institutional investor managing $1.3B across 88 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 CCM INVESTMENT ADVISERS are Riverview, CHAPIN DAVIS, Aull & Monroe Investment, with shared positions in $STX, $KLAC, $COF, $PEP, $LMT, $JBL. The full ranking of 25 similar funds is below.

#1Riverview Trust CoActive
Notable overlap · 5 shared positions
$STX$KLAC$COF$PEP$LMT
$84M
166 positions
#2CHAPIN DAVIS, INC.Passive
Notable overlap · 4 shared positions
$STX$KLAC$JBL$PEP
$520M
258 positions
#3Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$STX$ETN$WM$SO$PEP$LMT
$231M
125 positions
#4Robinhood Asset Management, LLCActive
Notable overlap · 5 shared positions
$KLAC$CRWD$ETN$FCX$STT
$1.9B
83 positions
#5PINNBROOK CAPITAL MANAGEMENT LPPassive
Notable overlap · 3 shared positions
$STX$JBL$MPC
$938M
103 positions
#6DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$ETN$SNPS$CB$LMT$WM$SHW
$121M
100 positions
#7Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$KLAC$ETN$CRWD$WM$PEP
$1.6B
184 positions
#8TRUEFG, LLCSmart money
Notable overlap · 3 shared positions
$STX$ETN$LMT
$430M
73 positions
#9Leisure Capital ManagementActive
Notable overlap · 3 shared positions
$STX$KLAC$MPC
$320M
157 positions
#10Smith Group Asset Management, LLCActive
Notable overlap · 4 shared positions
$KLAC$JBL$BKNG$MPC
$1.5B
143 positions
#11KKM Financial LLCPassive
Notable overlap · 6 shared positions
$KLAC$MPC$CB$CRWD$FCX$WM
$730M
169 positions
#12Shoker Investment Counsel, Inc.Active
Notable overlap · 5 shared positions
$KLAC$MPC$LMT$PEP$SO
$398M
113 positions
#13KWMG, LLCPassive
Some overlap · 3 shared positions
$STX$MPC$COF
$1.4B
155 positions
#14MorganRosel Wealth Management, LLCActive
Some overlap · 5 shared positions
$KLAC$JBL$GM$ETN$MPC
$296M
104 positions
#15Essential Investment Partners LLCPassive
Some overlap · 6 shared positions
$CRWD$BKNG$WM$KLAC$LMT$PEP
$148M
456 positions
#16Hosking Partners LLPActive
Some overlap · 5 shared positions
$STX$BKNG$MPC$FCX$COF
$2.8B
102 positions
#17Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$STX$KLAC$MPC
$334M
81 positions
#18Jackson Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$ETN$EVR$LMT
$170M
86 positions
#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$ETN$STT$PEP
$1.3B
99 positions
#20WIN ADVISORS, INCActive
Some overlap · 3 shared positions
$STX$JBL$CRWD
$281M
75 positions
#21Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$JBL$SO
$955M
337 positions
#22Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$CRWD$MPC$JBL
$169M
77 positions
#23DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$STX$MPC$KLAC
$2.4B
236 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$KLAC$SNPS$CB$LMT$STT
$1.8B
139 positions
#25Hanson & Doremus Investment ManagementActive
Some overlap · 3 shared positions
$STX$CB$WM
$982M
493 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.