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Hedge Funds Similar to CIM

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

CIM, LLC is an institutional investor managing $773M across 171 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 CIM are STRATEGIC PLANNING GROUP, SOMA EQUITY PARTNERS, Peloton Wealth Strategists, with shared positions in $ANET, $PGR, $ASML, $CTAS, $STRL, $CBOE. The full ranking of 25 similar funds is below.

#1STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 9 shared positions
$ANET$PGR$ASML$CTAS$STRL$CBOE
$918M
75 positions
#2SOMA EQUITY PARTNERS LPActive
Notable overlap · 5 shared positions
$ANET$ASML$SNPS$SPOT$CLS
$1.4B
24 positions
#3Peloton Wealth StrategistsPassive
Notable overlap · 7 shared positions
$CMI$NVO$MNST$ANET$ISRG$PGR
$271M
91 positions
#4EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$ASML$SNPS$ISRG$SPOT$APH
$9.7B
90 positions
#5NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$ASML$ANET$SNPS$APH$TPL
$606M
79 positions
#6Ted Buchan & CoActive
Notable overlap · 5 shared positions
$ASML$PGR$NVO$INTU$CLS
$306M
95 positions
#7Karani Asset Management LLCPassive
Notable overlap · 5 shared positions
$ASML$CMI$SNPS$INTU$PGR
$139M
57 positions
#8SORA INVESTORS LLCPassive
Notable overlap · 4 shared positions
$ASML$SNPS$ANET$SPOT
$1.3B
76 positions
#9Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$ASML$CMI$NVO
$465M
29 positions
#10Guardian Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$ASML$ANET$STRL
$204M
66 positions
#11ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$ASML$SNPS$ISRG$INTU
$99M
22 positions
#12UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$CTAS$ISRG
$526M
19 positions
#13Titan Investment Solutions LtdActive
Notable overlap · 4 shared positions
$CMI$ANET$EME$MNST
$894M
60 positions
#14Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$ASML$ANET$NVO$CLS
$370M
52 positions
#15Tamar Securities, LLCActive
Notable overlap · 3 shared positions
$ASML$SNPS$SPOT
$1.1B
98 positions
#16Illumine Investment Management, LLCPassive
Notable overlap · 6 shared positions
$ANET$ISRG$SNPS$FIX$ESE$IBKR
$154M
95 positions
#17Sunstone Asset Management, L.P.Passive
Notable overlap · 4 shared positions
$ASML$SNPS$ANET$APH
$92M
57 positions
#18Sather Financial Group IncActive
Notable overlap · 3 shared positions
$ANET$MNST$INTU
$1.7B
121 positions
#19Greenfield Seitz Capital Management, LLCPassive
Notable overlap · 5 shared positions
$CMI$NVO$ISRG$ASML$ANET
$336M
107 positions
#20Mezzasalma Advisors, LLCPassive
Notable overlap · 4 shared positions
$ANET$EME$FIX$CLS
$498M
171 positions
#21RBA Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$ASML$CMI$SNPS$CBOE
$273M
80 positions
#22Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 5 shared positions
$ASML$SNPS$NVO$CMG$ISRG
$616M
1,040 positions
#23Benchmark Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$ANET$EME$ASML$SPOT$FIX$APH
$228M
70 positions
#24Eukles Asset ManagementPassive
Notable overlap · 5 shared positions
$CMI$PGR$NVO$CBOE$HSY
$242M
228 positions
#25Hyperion Asset Management LtdActive
Some overlap · 3 shared positions
$ASML$ISRG$SPOT
$3.8B
20 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.