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Hedge Funds Similar to CFO

13F Portfolio OverlapQ1 2026CFO portfolio →
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Most similar hedge funds by 13F overlap

CFO CAPITAL MANAGEMENT LLC is an institutional investor managing $121M across 104 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CFO are BROOKS, MOORE & ASSOCIATES, Armor Investment Advisors, Genesis Financial Group, with shared positions in $ABT, $SO, $LOW, $HON, $DUK, $VZ. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$ABT$SO$LOW$HON$DUK$VZ
$223M
114 positions
#2Armor Investment Advisors, LLCActive
Some overlap · 6 shared positions
$SO$LOW$DE$KMI$DUK$VZ
$312M
155 positions
#3Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$NBIS$PLTR$KMI$DE
$154M
100 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$PLTR$SO$KMI$VZ$COP
$329M
323 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NBIS$PLTR$ABT$DUK
$93M
81 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$LOW$ABT$DE$HON$KMI
$2.5B
270 positions
#7Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$SO$LOW$ABT$VZ$COP
$226M
42 positions
#8Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$LOW$SO$DE$HON$DUK
$119M
84 positions
#9FARMERS TRUST CO
Some overlap · 5 shared positions
$SO$PLTR$HON$KMI$VZ
$637M
203 positions
#10CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$LOW$DUK$VZ
$1.2B
153 positions
#11OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ABT$DE$SO$DUK$VZ
$268M
225 positions
#12Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$NBIS$DE
$324M
322 positions
#13Essex LLCActive
Some overlap · 4 shared positions
$NBIS$DE$SO$HON
$659M
180 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SO$ABT$LOW$HON
$108M
52 positions
#15PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$SO$ABT$DUK$VZ$COP
$1.2B
103 positions
#16VISIONARY HORIZONS, LLCActive
Some overlap · 4 shared positions
$PLTR$SO$DUK$VZ
$239M
145 positions
#17SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$SO$ABT$DUK$VZ$COP
$1.3B
97 positions
#18Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$NBIS$PLTR$SO
$1.1B
103 positions
#19Fulcrum Equity ManagementPassive
Some overlap · 4 shared positions
$NBIS$LOW$DUK$PLTR
$136M
144 positions
#20ARS Wealth Advisors Group, LLCActive
Some overlap · 5 shared positions
$SO$HON$KMI$DUK$VZ
$1.3B
220 positions
#21Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$PLTR$VZ$NBIS$KMI$LOW
$197M
115 positions
#22Alpha Wealth Funds, LLCActive
Some overlap · 4 shared positions
$NBIS$ABT$PLTR$LOW
$183M
63 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$SO$KMI$DUK$VZ$LOW$ABT
$201M
57 positions
#24V. M. MANNING & CO., INC.Active
Some overlap · 5 shared positions
$ABT$DE$HON$DUK$PLTR
$117M
53 positions
#25Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$LOW$DUK$SO
$179M
112 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.