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Hedge Funds Similar to CMG Global

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

CMG Global Holdings, LLC is an institutional investor managing $236M across 100 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 CMG Global are Newport Company, Fi3 FINANCIAL ADVISORS, Midwest Financial Group, with shared positions in $BA, $BTI, $PM, $MDY, $MO, $TXN. The full ranking of 25 similar funds is below.

#1Newport Trust Company, LLCActive
Notable overlap · 3 shared positions
$BA$BTI$PM
$41.5B
63 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$TXN
$418M
232 positions
#3Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$BA$BAH
$285M
136 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$UPS$SOFI$WM
$140M
63 positions
#5TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$MO$BA
$186M
132 positions
#6Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$UPS$TXN$MO$MDY$PM
$112M
63 positions
#7Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$BA$UPS
$251M
48 positions
#8BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDY$EPD$MO
$166M
53 positions
#9Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$TXN$WM
$246M
140 positions
#10Hedges Asset Management LLCPassive
Some overlap · 3 shared positions
$BA$UPS$TGT
$152M
108 positions
#11Providence Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$PM$BA$MO$EPD
$176M
60 positions
#12Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$TGT
$849M
165 positions
#13Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$BAH$SCHW
$173M
92 positions
#14SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$UPS$GEHC
$3.2B
40 positions
#15WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$MDY$TXN$BAH$PM$MO
$340M
145 positions
#16TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$UPS$MO$TXN$PM$BTI
$798M
187 positions
#17SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$MO$BA
$310M
128 positions
#18Granite FO LLCSmart money
Some overlap · 6 shared positions
$MDY$PM$BA$WM$UPS$MO
$189M
171 positions
#19IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PM$MO
$725M
165 positions
#20Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$BA$TXN
$160M
124 positions
#21Koenig Investment Advisory, LLCActive
Some overlap · 3 shared positions
$BA$MO$EPD
$129M
37 positions
#22CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$UPS$TXN$MO$PM
$171M
71 positions
#23Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$GEHC$SOFI
$183M
63 positions
#24LANGLEY WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BA$UPS$MO
$103M
130 positions
#25Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$BA$MDY$EPD
$178M
56 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.