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Hedge Funds Similar to CMH Wealth

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

CMH Wealth Management LLC is an institutional investor managing $655M across 117 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 CMH Wealth are NIXON PEABODY, Beech Hill Advisors, Investment Services of America, with shared positions in $TJX, $SYK, $VRT, $ETN, $NOW, $DHR. The full ranking of 25 similar funds is below.

#1NIXON PEABODY TRUST COActive
Notable overlap · 8 shared positions
$TJX$SYK$VRT$ETN$NOW$DHR
$1.4B
177 positions
#2Beech Hill Advisors, Inc.Passive
Notable overlap · 6 shared positions
$BA$TJX$ETN$SNOW$CRM$BX
$226M
97 positions
#3Capital Investment Services of America, Inc.Active
Notable overlap · 6 shared positions
$TJX$SNOW$SYK$DHR$NOW$ITW
$1.0B
83 positions
#4DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$BA$SYK$ETN$DHR$CRM$DE
$124M
100 positions
#5Mirova US LLCActive
Notable overlap · 4 shared positions
$VRT$TJX$DHR$CRM
$9.3B
45 positions
#6PIONEER TRUST BANK N A/ORPassive
Notable overlap · 7 shared positions
$BLK$TJX$DHR$ETN$CRM$ITW
$441M
87 positions
#7WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 7 shared positions
$BLK$TJX$CRM$DE$BA$PEP
$1.3B
73 positions
#8Haverford Trust CoActive
Notable overlap · 5 shared positions
$TJX$BLK$ETN$SYK$PEP
$11.6B
424 positions
#9Haverford Financial Services, Inc.Active
Notable overlap · 5 shared positions
$TJX$BLK$ETN$SYK$PEP
$339M
49 positions
#10SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Notable overlap · 6 shared positions
$VRT$TJX$SYK$DE$PEP$NVS
$734M
188 positions
#11River Wealth Advisors LLCPassive
Notable overlap · 7 shared positions
$TJX$ETN$SYK$BLK$NOW$DE
$956M
217 positions
#12ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$VRT$BA$ETN$BX$BLK
$2.3B
181 positions
#13BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$BLK$TJX$SYK$ETN$ITW$PEP
$346M
113 positions
#14Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$BA$SNOW$DHR$CRM$NOW
$631M
25 positions
#15Pegasus Asset Management, Inc.Passive
Some overlap · 6 shared positions
$BLK$BA$ETN$SYK$CRM$NVS
$351M
75 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$BA$DHR$UNP$DE$PEP$NVS
$200M
76 positions
#17SYCOMORE ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$VRT$SYK$ETN$SNOW$DE
$932M
72 positions
#18Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$VRT$SYK$ETN$NOW$SNOW
$2.8B
151 positions
#19Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$VRT$SNOW$ETN$NOW
$917M
38 positions
#20Osprey Private Wealth LLCPassive
Some overlap · 5 shared positions
$TJX$BLK$SYK$DE$PEP
$387M
88 positions
#21LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$TJX$SYK$DHR$NOW$UNP
$10.3B
565 positions
#22Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$BLK$SYK$ETN$DHR$UNP
$856M
89 positions
#23HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$TJX$SYK$DHR$CI$PEP$NVS
$322M
103 positions
#24FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$TJX$SYK$NOW$DHR$DE
$118M
56 positions
#25FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$BLK$ETN$NOW$BX$UNP$PEP
$5.3B
210 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.