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Hedge Funds Similar to CIM INVESTMENT

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

CIM INVESTMENT MANAGEMENT INC is an institutional investor managing $375M across 251 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 CIM INVESTMENT are SYNTAX RESEARCH, Nicollet Investment, First Fiduciary Investment Counsel, with shared positions in $FCX, $DLR, $LDOS, $TTWO, $TMO, $BLK. The full ranking of 25 similar funds is below.

#1SYNTAX RESEARCH, INC.Active
Some overlap · 7 shared positions
$FCX$DLR$LDOS$TTWO$TMO$BLK
$137M
179 positions
#2Nicollet Investment Management, Inc.Active
Some overlap · 6 shared positions
$EQIX$SBUX$AKAM$GNRC$TMO$UNP
$324M
77 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$EQIX$MCD$WM$BLK$LMT$UNP
$529M
75 positions
#4Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$SBUX$MCD$WM$TMO$BLK$UNP
$412M
181 positions
#5ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$SBUX$MCD$TMO$BLK$LMT$UNP
$1.7B
652 positions
#6CONNING INC.Passive
Some overlap · 6 shared positions
$SBUX$MCD$BLK$LMT$CMI$UNP
$3.3B
327 positions
#7Havemeyer Place LPPassive
Some overlap · 7 shared positions
$GNRC$TMO$TTWO$LMT$EBAY$CMI
$1.0B
495 positions
#8Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 5 shared positions
$EQIX$SBUX$DLR$MCD$CMI
$6.3B
833 positions
#9DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$EQIX$DLR$TGT$TTWO$TMO
$242M
170 positions
#10DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$MCD$LDOS$GNRC$WM$UNP$LMT
$147M
81 positions
#11Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$FCX$MCD$DLR$WM$LMT
$464M
180 positions
#12Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SBUX$MCD$WM$TMO$LMT
$358M
74 positions
#13Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$SBUX$MCD$WM$TGT$LMT
$319M
130 positions
#14Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$EQIX$DLR$TGT$TMO$BLK
$345M
576 positions
#15FARMERS TRUST CO
Some overlap · 5 shared positions
$FCX$NEM$MCD$LMT$UNP
$637M
203 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$SBUX$GNRC$TGT$TMO$LMT
$1.2B
106 positions
#17ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$EQIX$MCD$DLR$TMO
$102M
87 positions
#18LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$SBUX$MCD$WM$BLK$UNP
$152M
84 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SBUX$MCD$LMT$CMI$UNP
$233M
122 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SBUX$WM$TMO$LMT$CMI
$124M
100 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$DLR$WM$LMT$UNP
$321M
107 positions
#22SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 5 shared positions
$DLR$LDOS$TMO$CMI$UNP
$169M
104 positions
#23SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$DLR$LDOS$TMO$CMI$UNP
$207M
119 positions
#24River Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$FCX$WM$TTWO$DLR$BLK
$956M
217 positions
#25NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$MCD$WM$TMO$BLK$UNP
$2.7B
200 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.