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Hedge Funds Similar to CM WEALTH ADVISORS

13F Portfolio OverlapQ2 2026CM WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CM WEALTH ADVISORS LLC is an institutional investor managing $554M across 194 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 CM WEALTH ADVISORS are Sharkey, Howes & Javer, Advance, ClearAlpha Technologies, with shared positions in $LECO, $IAU, $TMO, $NSC, $ASML, $ABT. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$LECO$IAU$TMO
$829M
163 positions
#2Advance Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$LECO$NSC$IAU
$3.1B
197 positions
#3ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$LECO$ASML$ABT
$58M
79 positions
#4ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$LECO$ASML$TMO
$1.3B
109 positions
#5KEYBANK NATIONAL ASSOCIATION/OHPassive
Some overlap · 6 shared positions
$ASML$IAU$LECO$ABT$CCJ$TMO
$30.4B
1,310 positions
#6Saturna Capital CORPActive
Some overlap · 3 shared positions
$ASML$LECO$ABT
$8.2B
140 positions
#7VELA Investment Management, LLCPassive
Some overlap · 3 shared positions
$LECO$ABT$TMO
$468M
165 positions
#8Teton Advisors, LLCPassive
Some overlap · 3 shared positions
$PKOH$DCO$ALNT
$173M
157 positions
#9Advocacy Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ASML$IAU$ABT
$2.8B
151 positions
#10Capital Investment Management, Inc.Active
Slight overlap · 3 shared positions
$ASML$IAU$ABT
$326M
132 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$CCJ
$543M
140 positions
#12Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$CCJ
$819M
339 positions
#13Pictet North America Advisors SAActive
Slight overlap · 3 shared positions
$ASML$IAU$TMO
$1.1B
154 positions
#14SPINNAKER TRUSTActive
Slight overlap · 3 shared positions
$ASML$IAU$TMO
$2.1B
309 positions
#15ANDERSON HOAGLAND & COActive
Slight overlap · 3 shared positions
$ASML$IAU$CCJ
$1.3B
137 positions
#16Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$ABT
$474M
110 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$8.0B
1,334 positions
#18Smith, Salley & AssociatesPassive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$2.3B
275 positions
#19NORTH STAR ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$2.5B
372 positions
#20HORAN Wealth, LLCActive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$1.2B
217 positions
#21GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$372M
82 positions
#22Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$4.3B
344 positions
#23Liberty Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$ASML$ABT$TMO
$582M
184 positions
#24FIRST AMERICAN TRUST, FSBPassive
Slight overlap · 4 shared positions
$ASML$IAU$ABT$TMO
$1.7B
307 positions
#25Arrow Capital Pty LtdActive
Slight overlap · 3 shared positions
$ASML$CCJ$TMO
$118M
25 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.