Hedge Funds Similar to CFS Investment Advisory Services

13F Portfolio OverlapQ3 2026CFS Investment Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

CFS Investment Advisory Services, LLC is an institutional investor managing $1.5B across 361 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CFS Investment Advisory Services are BKM Wealth, MATTERN, Cushing Partners, with shared positions in $GWW, $LIN, $AMGN, $NEE, $CB, $C. The full ranking of 25 similar funds is below.

#1BKM Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$GWW $LIN $AMGN $NEE $CB $C

$309M

154 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$GWW $LIN $AFL $AMGN $CB $NEE

$857M

166 positions

#3Cushing Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$GWW $CTAS $LIN $AFL $CB $NEE

$163M

113 positions

#4Legacy Financial Strategies, LLCActive

Notable overlap · 9 shared positions

$GWW $CTAS $LIN $AFL $NUE $NEE

$615M

145 positions

#5Nicholson Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$GWW $LIN $AFL $AMGN $CB $NEE

$170M

111 positions

#6PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$GWW $CTAS $AFL $NUE $NEE $LOW

$209M

54 positions

#7Somerset Trust CoPassive

Notable overlap · 9 shared positions

$LIN $AFL $AMGN $CB $NEE $GD

$354M

186 positions

#8Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$LIN $AFL $CB $AMGN $NEE $GD

$1.4B

275 positions

#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LIN $AFL $NEE $CB $AMGN $GD

$277M

147 positions

#10Wagner Wealth Management, CorpPassive

Notable overlap · 8 shared positions

$LIN $CB $CAH $AFL $NUE $DOV

$128M

100 positions

#11Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$LIN $AFL $CB $NUE $NEE $LOW

$113M

87 positions

#12TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$GWW $AFL $AMGN $GD $LOW $SHW

$1.0B

1,024 positions

#13Asset Advisors Investment Management, LLCActive

Some overlap · 6 shared positions

$DOV $CTAS $AMGN $CB $NEE $SHW

$1.1B

108 positions

#14FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 7 shared positions

$GLDM $LIN $NEE $GWW $GD $LOW

$1.7B

208 positions

#15Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$LIN $AFL $AMGN $CAH $GD $EMR

$265M

100 positions

#16Brendel Financial Advisors LLCPassive

Some overlap · 6 shared positions

$DOV $CTAS $CB $NEE $GD $SHW

$216M

101 positions

#17Forza Wealth Management, LLCPassive

Some overlap · 8 shared positions

$AFL $AMGN $CAH $NUE $EMR $GD

$346M

194 positions

#18Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$DOV $GWW $NEE $LOW $MCD $AFL

$215M

84 positions

#19GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$GWW $AFL $AMGN $GD $LOW $EMR

$906M

153 positions

#20Financial & Tax Architects, LLCPassive

Some overlap · 8 shared positions

$NEE $GD $LOW $SPGI $SHW $EMR

$486M

109 positions

#21BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$AMGN $CB $GD $LOW $SPGI $MCD

$346M

113 positions

#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$LIN $AMGN $CB $NEE $SPGI $MCD

$155M

88 positions

#23Sound Financial Strategies Group, LLCActive

Some overlap · 6 shared positions

$GWW $LIN $NUE $NEE $EMR $MCD

$157M

121 positions

#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LIN $AMGN $CB $NEE $LOW $SPGI

$8.0B

1,334 positions

#25InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$GLDM $CB $NEE $C $LOW $MCD

$207M

106 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.