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 CHATHAM GROUP,

13F Portfolio OverlapQ1 2026CHATHAM GROUP, portfolio →

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Most similar hedge funds by 13F overlap

CHATHAM CAPITAL GROUP, INC. is an institutional investor managing $783M across 200 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CHATHAM GROUP, are Red Mountain Financial,, Bigelow Investment Advisors,, Global Wealth ,, with shared positions in $IAU, $HUM, $MKL, $MAR, $MCD, $AXP. The full ranking of 25 similar funds is below.

#1Red Mountain Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $MKL $MAR $MCD

$106M

79 positions

#2Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $AXP $TJX

$250M

153 positions

#3Global Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $MKL $MAR

$183M

44 positions

#4Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$IAU $MAR $HUM $GLDM

$254M

108 positions

#5Summit Place Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $GEV $GE

$208M

106 positions

#6TRUSTCO BANK CORP N YPassive

Notable overlap · 6 shared positions

$GEV $MCD $AXP $GE $LOW $AMAT

$113M

71 positions

#7CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $MCD $AXP

$298M

99 positions

#8FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $HUM $ICE $TJX

$1.2B

150 positions

#9Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $MKL $MAR

$167M

76 positions

#10CAPE ANN SAVINGS BANKPassive

Notable overlap · 6 shared positions

$IAU $MAR $AMAT $MCD $ICE $MKL

$199M

121 positions

#11Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$IAU $HUM $MKL $MCD

$365M

111 positions

#12Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $MKL $GLDM

$169M

68 positions

#13Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $GLDM $TJX $MCD

$356M

180 positions

#14Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $GE $GEV $AXP

$190M

464 positions

#15WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $MCD

$284M

123 positions

#16Ridge Creek Global, IncActive

Notable overlap · 3 shared positions

$IAU $MAR $HUM

$118M

85 positions

#17MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $MAR $TJX $GE $GEV

$567M

136 positions

#18BCU Wealth Advisors, LLCSmart money

Some overlap · 4 shared positions

$IAU $HUM $GE $GEV

$268M

60 positions

#19Tempus Wealth Planning, LLCPassive

Some overlap · 6 shared positions

$GEV $HUM $GE $AMAT $AGQ $TJX

$435M

270 positions

#20EQ WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$IAU $HUM $MCD

$171M

54 positions

#21Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$IAU $HUM $AGQ $GE

$299M

109 positions

#22Timonier Family Office, LTD.

Some overlap · 4 shared positions

$IAU $AGQ $LOW $MAR

$315M

56 positions

#23CADINHA & CO LLCActive

Some overlap · 4 shared positions

$IAU $GEV $GE $MCD

$537M

103 positions

#24SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $TJX $AXP

$199M

97 positions

#25MBA Advisors LLCPassive

Some overlap · 5 shared positions

$IAU $MKL $AGQ $MCD $GE

$260M

146 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.