What hedge funds are most similar to CMC Financial Group?

The funds with the most similar 13F portfolios to CMC Financial Group are Retireful, WIN ADVISORS, PATTON FUND, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CMC Financial Group

13F Portfolio OverlapQ2 2026CMC Financial Group portfolio →

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Most similar hedge funds by 13F overlap

CMC Financial Group is an institutional investor managing $52M across 45 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 CMC Financial Group are Retireful, WIN ADVISORS, PATTON FUND, with shared positions in $WDC, $SNDK, $DELL, $ALAB, $FLEX, $CRWD. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive

Notable overlap · 8 shared positions

$WDC $SNDK $DELL $ALAB $FLEX $CRWD

$107M

81 positions

#2WIN ADVISORS, INCPassive

Notable overlap · 7 shared positions

$SNDK $WDC $ALAB $DELL $CRWD $FTNT

$281M

75 positions

#3PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$SNDK $JBHT $CRWD $ADM $WDC $DELL

$462M

86 positions

#4Hershey Financial Advisers, LLCPassive

Notable overlap · 6 shared positions

$WDC $DELL $CRWD $JBHT $ON $FIX

$139M

85 positions

#5CHAPIN DAVIS, INC.Passive

Notable overlap · 5 shared positions

$WDC $SNDK $DELL $FLEX $ALAB

$569M

256 positions

#6VMS Asset Management LimitedPassive

Notable overlap · 5 shared positions

$WDC $SNDK $CRWD $DELL $FIX

$315M

33 positions

#7Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$SNDK $WDC $DELL $FLEX $CRWD $FIX

$147M

69 positions

#8Bellwether Advisors, LLCPassive

Notable overlap · 5 shared positions

$WDC $SNDK $DELL $FLEX $FIX

$675M

167 positions

#9S&T BANK/PAPassive

Notable overlap · 4 shared positions

$WDC $SNDK $FLEX $FTNT

$333M

445 positions

#10Stone Wealth PartnersActive

Notable overlap · 4 shared positions

$WDC $SNDK $DELL $ON

$137M

63 positions

#11Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$SNDK $WDC $CRWD $BAH $ALAB

$188M

427 positions

#12Dedeker Financial LLCActive

Notable overlap · 4 shared positions

$WDC $ALAB $CRWD $FIX

$176M

55 positions

#13Fedenia Advisers LLCPassive

Notable overlap · 4 shared positions

$SNDK $WDC $DELL $FIX

$421M

459 positions

#14Donoghue Forlines LLCPassive

Notable overlap · 7 shared positions

$WDC $ALAB $CRWD $SNDK $DELL $FLEX

$387M

114 positions

#15Lake Hills Wealth Management, LLCActive

Notable overlap · 5 shared positions

$YMM $SNDK $STLD $FIX $WDC

$220M

62 positions

#16Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 3 shared positions

$WDC $SNDK $CRWD

$1.8B

43 positions

#17BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$SNDK $WDC $CRWD $MP

$543M

140 positions

#18WT Asset Management LtdActive

Notable overlap · 3 shared positions

$WDC $SNDK $ALAB

$5.1B

29 positions

#19Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 3 shared positions

$WDC $SNDK $ALAB

$253M

20 positions

#20Alpha Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNDK $DELL $ALAB $WDC

$382M

114 positions

#21Emergent Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$ALAB $CRWD $STLD $SNDK $WDC $TJX

$192M

122 positions

#22Dorsey Wright & AssociatesPassive

Notable overlap · 5 shared positions

$WDC $FLEX $EIX $SNDK $FIX

$590M

131 positions

#23Virtus Wealth Solutions LLCActive

Notable overlap · 4 shared positions

$SNDK $DELL $ALAB $FLEX

$735M

53 positions

#24APIS CAPITAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WDC $SNDK $ON

$1.0B

60 positions

#25Alta Park Capital, LPActive

Notable overlap · 3 shared positions

$WDC $SNDK $ON

$1.1B

27 positions

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View CMC Financial Group’s holdings

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.