13F Pro

Hedge Funds Similar to CX Institutional

13F Portfolio OverlapQ3 2026CX Institutional portfolio →
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Most similar hedge funds by 13F overlap

CX Institutional is an institutional investor managing $3.7B across 1,668 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CX Institutional are Ark Wealth Advisors, BAXTER BROS, BERKSHIRE ASSET, with shared positions in $QCOM, $AXP, $SCHW, $NUE, $CB, $MCD. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$QCOM$AXP$SCHW$NUE$CB$MCD
$113M
87 positions
#2BAXTER BROS INCPassive
Some overlap · 6 shared positions
$UNP$QCOM$AXP$SCHW$CB$TMO
$864M
172 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$BMY$QCOM$SCHW$NUE$CB$MCD
$2.5B
270 positions
#4VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$UNP$QCOM$SCHW$MCD$CVS$TMO
$35.1B
90 positions
#5SCHARF INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$UNP$MCK$CB$ADBE$TMO$CVS
$3.0B
79 positions
#6Cypress Capital, LLCActive
Some overlap · 5 shared positions
$UNP$BMY$QCOM$SCHW$MCD
$377M
117 positions
#7MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$UNP$BMY$QCOM$SCHW$MCD
$243M
80 positions
#8JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$UNP$QCOM$AXP$SCHW$MCD
$1.2B
132 positions
#9OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$QCOM$SCHW$CB$ADBE$NXPI$MCK
$1.8B
139 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$QCOM$AXP$CB$MCD
$455M
118 positions
#11ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$UNP$BMY$SCHW$CB$MCD
$646M
122 positions
#12BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$QCOM$SCHW$MCK$CB
$3.7B
303 positions
#13Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$UNP$AXP$MCK$CB$ADBE
$244M
53 positions
#14SEARLE & CO.Passive
Some overlap · 5 shared positions
$BMY$AXP$QCOM$NUE$MCD
$445M
194 positions
#15New Hampshire TrustPassive
Some overlap · 5 shared positions
$UNP$QCOM$CB$MCD$TMO
$532M
171 positions
#16Lincoln Capital LLCActive
Some overlap · 5 shared positions
$UNP$AXP$SCHW$MCD$CB
$570M
138 positions
#17Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$QCOM$AXP$SCHW$MCK$CVS
$226M
116 positions
#18InvesTrustPassive
Some overlap · 5 shared positions
$BMY$AXP$NUE$MCD$CVS
$247M
91 positions
#19FARMERS TRUST CO
Some overlap · 5 shared positions
$UNP$NUE$CB$MCD$CVS
$637M
203 positions
#20GHE, LLCSmart money
Some overlap · 5 shared positions
$QCOM$AXP$CB$MCD$ADBE
$265M
57 positions
#21Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$QCOM$AXP$CB$MCD$CVS
$388M
115 positions
#22Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$UNP$BMY$QCOM$AXP
$473M
58 positions
#23DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$QCOM$SCHW$CB$MCD$CVS
$206M
105 positions
#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$QCOM$NUE$MCK$MCD$CVS
$405M
98 positions
#25Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$AXP$SCHW$MCK$CB$TMO
$222M
88 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.