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Hedge Funds Similar to CDM FINANCIAL COUNSELING SERVICES

13F Portfolio OverlapQ2 2026CDM FINANCIAL COUNSELING SERVICES portfolio →
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Most similar hedge funds by 13F overlap

CDM FINANCIAL COUNSELING SERVICES, INC. is an institutional investor managing $116M across 77 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 CDM FINANCIAL COUNSELING SERVICES are American Money, Alley Investment Company, Papamarkou Wellner Asset, with shared positions in $PM, $MAR, $UNP, $ASML, $MCD, $PLD. The full ranking of 25 similar funds is below.

#1American Money Management, LLCPassive
Notable overlap · 5 shared positions
$PM$MAR$UNP$ASML$MCD
$700M
174 positions
#2Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$PM$UNP$ASML$PLD$SBUX$MS
$856M
89 positions
#3Papamarkou Wellner Asset Management inc.Passive
Notable overlap · 6 shared positions
$PM$ASML$MAR$MCD$DE$UNP
$159M
75 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MAR$PM$UNP$MCD
$529M
75 positions
#5Henshaw Capital LLCActive
Some overlap · 6 shared positions
$UNP$MAR$MDY$MCD$AXP$TMO
$3.1B
160 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$UNP$MCD$AXP$NSC$YUM
$252M
43 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$UNP$MCD$PLD$SBUX
$233M
122 positions
#8FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$PM$ASML$MCD$MS$MAR$DE
$42.5B
300 positions
#9WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$PM$UNP$NSC$DE$MAR
$97M
110 positions
#10Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$PM$UNP$DE$MCD$TMO$SBUX
$330M
97 positions
#11Myriad Asset Management Advisors LLCActive
Some overlap · 6 shared positions
$UNP$ASML$DE$TMO$CSX$MS
$424M
49 positions
#12Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$UNP$ASML$DE$TMO$CSX$MS
$72M
52 positions
#13HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 6 shared positions
$MAR$AXP$MDY$TMO$MCD$MS
$3.6B
257 positions
#14BCV Asset Management Inc.Active
Some overlap · 6 shared positions
$UNP$ASML$DE$MCD$PLD$TMO
$3.3B
116 positions
#15Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$MCD$AXP$SBUX$TMO$ASML
$649M
136 positions
#16CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$PM$MCD$NSC$PLD$TMO
$5.2B
56 positions
#17ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$PM$MCD$AXP$PLD$TMO
$102M
87 positions
#18Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MAR$MCD$UNP$AXP$SBUX$DE
$562M
137 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$PM$UNP$MCD$SBUX$TMO$MNST
$412M
181 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$UNP$MCD$PM$AXP$NSC$YUM
$273M
104 positions
#21R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$PM$UNP$MCD$TMO
$133M
47 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$MAR$PM$MCD
$754M
41 positions
#23Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$PM$UNP$MCD$AXP$CSX
$87M
113 positions
#24COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UNP$PM$MCD$DE$MS
$166M
88 positions
#25Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$UNP$ASML$DE$MCD$TMO
$176M
120 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.