How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CFC Planning

13F Portfolio OverlapQ2 2026CFC Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CFC Planning Co LLC is an institutional investor managing $171M across 71 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 CFC Planning are Carolina Wealth Advisors, Coston, McIsaac & Partners, PRING TURNER GROUP, with shared positions in $TXN, $MO, $SCCO, $PM, $VZ, $AXP. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$TXN $MO $SCCO $PM $VZ

$255M

278 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$TXN $PM $MO $VZ

$497M

948 positions

#3PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$AXP $TXN $SCCO $COP

$175M

73 positions

#4Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$MO $VZ $PM $TXN $UPS

$112M

63 positions

#5TrueMark Investments, LLCPassive

Notable overlap · 5 shared positions

$PM $VZ $UPS $MO $TXN

$798M

187 positions

#6Keystone Financial Planning, Inc.Smart money

Notable overlap · 4 shared positions

$MO $VZ $PM $UPS

$388M

39 positions

#7DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$DIS $AXP $PM $COP $VZ

$253M

38 positions

#8Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$PM $MO $VZ

$227M

54 positions

#9GQG Partners LLCActive

Notable overlap · 3 shared positions

$PM $MO $VZ

$53.8B

102 positions

#10HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PM $MO $AXP $UPS

$252M

43 positions

#11Fundsmith LLPActive

Notable overlap · 4 shared positions

$PM $TXN $FTNT $IDXX

$13.6B

41 positions

#12FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 4 shared positions

$TXN $PM $FTNT $IDXX

$4.5B

27 positions

#13Kennon-Green & Company, LLCActive

Notable overlap · 3 shared positions

$PM $MO $DIS

$128M

41 positions

#14Kinsale Capital Group, Inc.Active

Notable overlap · 3 shared positions

$TXN $PM $DIS

$754M

41 positions

#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$PM $SCCO $COP $TER $JBL

$192M

89 positions

#16Longview Partners (Guernsey) LTDActive

Notable overlap · 3 shared positions

$AXP $TXN $CRM

$6.2B

23 positions

#17Strategic Planning, Inc.

Notable overlap · 5 shared positions

$VZ $MO $UPS $FTNT $WDAY

$199M

54 positions

#18CEERA INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AXP $MO $CRM $UPS $EOG $WDAY

$236M

101 positions

#19ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 4 shared positions

$SCCO $PM $AXP $UPS

$102M

87 positions

#20Vermillion & White Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$PM $MO $UPS

$198M

69 positions

#21Financial Avengers, Inc.Active

Notable overlap · 3 shared positions

$AXP $VZ $DIS

$241M

155 positions

#22PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$MO $VZ $PM

$117M

53 positions

#23Vigil Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $MO $CRM

$140M

81 positions

#24RAHLFS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$TXN $VZ $EOG $PM $MO

$136M

86 positions

#25Foyston, Gordon, & Payne IncPassive

Notable overlap · 3 shared positions

$PM $AXP $CRM

$468M

68 positions

Compare CFC Planning’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 CFC Planning’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.