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Hedge Funds Similar to CDC Financial

13F Portfolio OverlapQ2 2026CDC Financial portfolio →
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Most similar hedge funds by 13F overlap

CDC Financial, Inc. is an institutional investor managing $239M across 53 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 CDC Financial are Sourcerock Group, NANO CAP NEW MILLENNIUM GROWTH FUND L P, GARNET EQUITY, with shared positions in $CENX, $AR, $ASTL, $SMWB, $NOW, $CRM. The full ranking of 19 similar funds is below.

#1Sourcerock Group LLCActive
Some overlap · 3 shared positions
$CENX$AR$ASTL
$1.9B
36 positions
#2NANO CAP NEW MILLENNIUM GROWTH FUND L PPassive
Some overlap · 3 shared positions
$SMWB$NOW$CRM
$130M
135 positions
#3GARNET EQUITY CAPITAL HOLDINGS, INC.Active
Some overlap · 4 shared positions
$TBCH$GRPN$NTGR$MTCH
$530M
29 positions
#4Windward Management LPActive
Some overlap · 3 shared positions
$TBCH$GRPN$NTGR
$329M
13 positions
#5Potomac Capital Management, Inc.Passive
Some overlap · 3 shared positions
$INSE$GRPN$DUOT
$147M
68 positions
#6BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$THRY$NOW$IBKR
$153M
44 positions
#7Tejara Capital LtdPassive
Some overlap · 3 shared positions
$AESI$NOW$AR
$243M
66 positions
#8Ewing Morris & Co. Investment Partners Ltd.Passive
Slight overlap · 3 shared positions
$ASTL$CRON$MTCH
$191M
89 positions
#9Inlight Wealth Management, LLCActive
Slight overlap · 3 shared positions
$AMPY$NOW$MTCH
$315M
62 positions
#10Encore Global Management, LPPassive
Slight overlap · 3 shared positions
$NOW$CRM$AR
$102M
53 positions
#11Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Slight overlap · 3 shared positions
$NOW$CRM$CCCC
$381M
27 positions
#12Invenomic Capital Management LPPassive
Slight overlap · 3 shared positions
$CRM$LZ$COUR
$1.7B
116 positions
#13INTREPID CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$LIEN$GRPN$MTCH
$282M
109 positions
#14LAVELLE CAPITAL LPActive
Slight overlap · 3 shared positions
$SMWB$CRM$NOW
$232M
77 positions
#15Black Maple Capital Management LPActive
Slight overlap · 3 shared positions
$LIEN$DUOT$AFCG
$176M
94 positions
#16Axxion S.A.Passive
Slight overlap · 3 shared positions
$CRM$NOW$IBKR
$1.4B
529 positions
#17Titan Wealth (CI) LtdPassive
Slight overlap · 3 shared positions
$NOW$CRM$IBKR
$269M
51 positions
#18W.G. Shaheen & Associates DBA Whitney & CoActive
Slight overlap · 3 shared positions
$CRM$NOW$IBKR
$1.4B
179 positions
#19Bronte Capital Management Pty Ltd.Active
Slight overlap · 3 shared positions
$RSKD$IBKR$CCCC
$931M
57 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.