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Hedge Funds Similar to CJM Wealth Advisers, Ltd.

13F Portfolio OverlapQ2 2026CJM Wealth Advisers, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

CJM Wealth Advisers, Ltd. is an institutional investor managing $381M across 78 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 CJM Wealth Advisers, Ltd. are Alhambra Investment Partners, Stablepoint Partners, SECURITY NATIONAL BANK OF SIOUX CITY IOWA, with shared positions in $QCOM, $IAU, $NEE, $KLAC, $ADP, $MCD. The full ranking of 25 similar funds is below.

#1Alhambra Investment Partners LLCPassive
Some overlap · 7 shared positions
$QCOM$IAU$NEE$KLAC$ADP$MCD
$229M
182 positions
#2Stablepoint Partners, LLCPassive
Some overlap · 7 shared positions
$QCOM$IAU$NEE$MCD$VZ$T
$723M
260 positions
#3SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 7 shared positions
$QCOM$BAH$ADP$AFL$LDOS$VZ
$169M
104 positions
#4Andrews Advisory Associates, LLCActive
Some overlap · 7 shared positions
$IAU$NEE$QCOM$ADP$AFL$NOC
$208M
86 positions
#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$QCOM$KLAC$NEE$MCD
$404M
99 positions
#6TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 4 shared positions
$KLAC$BAH$NEE$AXP
$182M
115 positions
#7Center For Asset Management LLCPassive
Some overlap · 6 shared positions
$KLAC$NEE$QCOM$NOC$VZ$T
$225M
151 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$QCOM$NEE$ADP$NOC$MCD$AXP
$467M
118 positions
#9Presper Financial Architects, LLCSmart money
Some overlap · 4 shared positions
$BAH$KLAC$NEE$T
$192M
55 positions
#10Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$QCOM$KLAC$NEE
$8.0B
102 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$QCOM$IAU$NEE$IBIT
$508M
137 positions
#12Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$QCOM$KLAC$ADP$AFL
$1.0B
207 positions
#13MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$KLAC$IAU$QCOM$NEE$AXP
$587M
99 positions
#14NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$BAH$NEE$QCOM$MCD$VZ
$324M
194 positions
#15Prospera Capital Management, LLCActive
Some overlap · 4 shared positions
$QCOM$IAU$NEE$AFL
$320M
63 positions
#16River Street Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$NEE$QCOM$NOC$MCD
$340M
177 positions
#17FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$QCOM$NEE$NOC
$1.3B
393 positions
#18Northstar Financial Companies, Inc.Passive
Some overlap · 5 shared positions
$IAU$NEE$QCOM$AFL$VZ
$148M
117 positions
#19Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$QCOM$NEE$AFL$MCD$AXP$LIN
$113M
87 positions
#20Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$QCOM$IAU$NEE
$876M
156 positions
#21Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 5 shared positions
$QCOM$KLAC$VZ$T$LIN
$1.7B
162 positions
#22MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$QCOM$KLAC$AFL$AXP
$1.5B
245 positions
#23BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$IAU$NEE
$1.5B
234 positions
#24Consolidated Planning CorpActive
Some overlap · 4 shared positions
$KLAC$BAH$ADP$VZ
$742M
159 positions
#25Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$NEE$ADP$AFL$MCD$LIN
$145M
99 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.