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Hedge Funds Similar to CFO4Life Group

13F Portfolio OverlapQ2 2026CFO4Life Group portfolio →
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Most similar hedge funds by 13F overlap

CFO4Life Group, LLC is an institutional investor managing $743M across 237 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 CFO4Life Group are WestEnd Advisors, Maj Invest Holding A/S, OPUS INVESTMENT, with shared positions in $UPS, $TXN, $PEP, $CSX, $WM, $BLK. The full ranking of 25 similar funds is below.

#1WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$TXN$PEP
$4.5B
408 positions
#2Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$UPS$CSX$TXN
$2.2B
40 positions
#3OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UPS$WM$BLK$PEP
$183M
31 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$CSX$WM
$140M
63 positions
#5Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$CSX$PEP
$482M
140 positions
#6TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$WM$CSX$BLK$PEP
$1.3B
226 positions
#7Stack Financial Management, IncActive
Some overlap · 3 shared positions
$UPS$WM$PEP
$1.3B
54 positions
#8UNITED BANKActive
Some overlap · 5 shared positions
$WM$BLK$KLAC$TXN$PEP
$853M
130 positions
#9HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WM$UPS$BLK$PEP
$194M
108 positions
#10PCB Capital LLCPassive
Some overlap · 4 shared positions
$UPS$APP$KLAC$PEP
$82M
114 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$WM$BLK$KLAC$PEP
$1.6B
184 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$TXN$PEP
$233M
122 positions
#13CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$UPS$CSX$BLK
$6.0B
306 positions
#14Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$WM$CSX$PEP
$227M
73 positions
#15M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$WM$CSX$PEP
$154M
35 positions
#16TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$UPS$TXN$PEP
$798M
187 positions
#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$UPS$CSX$PEP
$670M
79 positions
#18RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$BLK$PEP
$2.4B
181 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$WM$UPS$TXN$PEP
$155M
107 positions
#20PITTENGER & ANDERSON INCPassive
Some overlap · 3 shared positions
$WM$CSX$BLK
$2.8B
507 positions
#21Cottage Street Advisors LLCPassive
Some overlap · 5 shared positions
$CSX$BLK$TXN$PEP$EME
$259M
149 positions
#22ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Some overlap · 4 shared positions
$UPS$CSX$WM$PEP
$188M
62 positions
#23OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$WM$CSX$PEP
$143M
80 positions
#24ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$WM$UPS$PEP
$807M
209 positions
#25Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$UPS$TXN$CSX
$767M
72 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.