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Hedge Funds Similar to CGC Financial Services

13F Portfolio OverlapQ2 2026CGC Financial Services portfolio →
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Most similar hedge funds by 13F overlap

CGC Financial Services, LLC is an institutional investor managing $445M across 337 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 CGC Financial Services are DCM Advisors, WoodTrust Financial, Pacifica Investments, with shared positions in $NKE, $CSX, $PM, $AXP, $PEP, $SBUX. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$CSX$PM$AXP$PEP
$253M
38 positions
#2WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$NKE$SBUX$DE$PEP$AXP
$842M
179 positions
#3Pacifica Capital Investments, LLCSmart money
Some overlap · 3 shared positions
$NKE$SBUX$AXP
$293M
15 positions
#4Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$DE$PM$PEP$AXP$HUBB$TRV
$540M
77 positions
#5Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NU$NKE$SBUX$DE
$787M
107 positions
#6TPG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$NU$PM
$335M
81 positions
#7Silver Oak Advisory Group, Inc.Active
Some overlap · 4 shared positions
$NU$CSX$SBUX$NKE
$254M
86 positions
#8JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$SBUX$DE$PEP$AXP$HUBB
$1.2B
134 positions
#9CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$PM$DE$SBUX$CSX$AXP
$116M
77 positions
#10William Allan CorpActive
Some overlap · 4 shared positions
$NKE$SBUX$PEP$AXP
$204M
62 positions
#11Columbia Asset ManagementActive
Some overlap · 5 shared positions
$SBUX$DE$PEP$NKE$AXP
$575M
168 positions
#12Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$SBUX$PM$PEP$NKE
$497M
948 positions
#13Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 4 shared positions
$WWD$DE$AXP$SBUX
$1.0B
537 positions
#14Midwest Financial Partners Investments, Inc.Active
Some overlap · 5 shared positions
$DE$SBUX$AXP$PEP$BSX
$241M
80 positions
#15Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$CSX$PM$AXP$TRV
$87M
113 positions
#16OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$CSX$DE$PEP$BSX
$143M
80 positions
#17INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$NKE$SBUX$AXP
$96M
31 positions
#18InvesTrustPassive
Some overlap · 4 shared positions
$SBUX$PM$PEP$AXP
$260M
95 positions
#19Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$DE$PM$HUBB$CSX$AXP
$1.1B
106 positions
#20BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 4 shared positions
$WWD$DE$PEP$HUBB
$7.1B
535 positions
#21Westfuller Advisors, LLCPassive
Some overlap · 4 shared positions
$NU$SBUX$AXP$PEP
$275M
765 positions
#22Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SBUX$DE$PEP$NKE
$149M
116 positions
#23Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DE$PM$PEP$HUBB
$658M
218 positions
#24SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CSX$NU$DE
$255M
144 positions
#25Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$DE$PEP$SBUX$PM
$319M
130 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.