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Hedge Funds Similar to CUMBERLAND ADVISORS

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

CUMBERLAND ADVISORS INC is an institutional investor managing $284M across 49 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 CUMBERLAND ADVISORS are OFS Enterprise, YOUNGS ADVISORY GROUP, Portland Global Advisors, with shared positions in $MDY, $WFC, $CMI, $DIS, $PFE, $FDX. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Notable overlap · 3 shared positions
$MDY$WFC$CMI
$382M
104 positions
#2YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 3 shared positions
$MDY$DIS$PFE
$320M
71 positions
#3Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$FDX$MELI
$1.1B
154 positions
#4WADDELL & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$MDY$FDX$CMI
$2.0B
545 positions
#5Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MDY$URI$CMI
$487M
628 positions
#6Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$MDY$FDX$DIS$PFE
$418M
232 positions
#7Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$URI$FDX
$242M
228 positions
#8Legacy TrustPassive
Some overlap · 3 shared positions
$URI$CMI$DIS
$566M
210 positions
#9ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$URI$MELI$BABA
$1.9B
496 positions
#10Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$DIS$WFC
$477M
506 positions
#11GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$CMI$MELI
$215M
111 positions
#12Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FCX$FDX$PFE$DIS$WFC
$678M
357 positions
#13Outlook Capital Management, LLCActive
Some overlap · 3 shared positions
$CMI$FCX$DIS
$310M
42 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$FDX$PFE$WFC
$530M
92 positions
#15Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$DIS$WFC
$241M
98 positions
#16DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$URI$DIS
$445M
204 positions
#17Tamar Securities, LLCActive
Some overlap · 3 shared positions
$FCX$MELI$BABA
$1.1B
98 positions
#18Corecam Pte. Ltd.Passive
Some overlap · 4 shared positions
$FCX$OXY$PFE$BABA
$240M
79 positions
#19Corecam AGActive
Some overlap · 4 shared positions
$FCX$OXY$PFE$DIS
$117M
50 positions
#20Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$URI$MELI$DIS$FCX
$145M
45 positions
#21Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$FCX$URI$MELI$FDX
$139M
103 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$CMI$FDX$PFE
$263M
90 positions
#23LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$WFC$PFE$DIS
$199M
137 positions
#24Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$CMI$PFE
$176M
60 positions
#25Lynch Asset Management, Inc.Smart money
Some overlap · 3 shared positions
$CMI$FDX$DIS
$366M
52 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.