13F Pro

Hedge Funds Similar to CHARTIST /CA/

13F Portfolio OverlapQ1 2026CHARTIST /CA/ portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CHARTIST INC /CA/ is an institutional investor managing $139M across 20 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 CHARTIST /CA/ are Alexis Investment Partners,, Vision Retirement,, Miller Investment ,, with shared positions in $DIA, $SHW, $TJX, $PEG, $EQIX, $ALL. The full ranking of 10 similar funds is below.

#1Alexis Investment Partners, LLCActive
Notable overlap · 3 shared positions
$DIA$SHW$TJX
$145M
35 positions
#2Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$DIA$SHW$PEG
$352M
649 positions
#3Miller Investment Management, LPSmart money
Some overlap · 3 shared positions
$SHW$DIA$TJX
$1.0B
86 positions
#4Grantvest Financial Group LLCActive
Some overlap · 3 shared positions
$SHW$DIA$PEG
$154M
167 positions
#5SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$SHW$TJX$EQIX
$111M
52 positions
#6Bluesphere Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$TJX$DIA
$281M
121 positions
#7Bath Savings Trust CoActive
Slight overlap · 3 shared positions
$SHW$TJX$EQIX
$936M
168 positions
#8Segment Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SHW$TJX$ALL
$1.7B
309 positions
#9Susquehanna Portfolio Strategies, LLCPassive
Slight overlap · 3 shared positions
$SHW$TJX$EQIX
$6.7B
959 positions
#10Railway Pension Investments LtdActive
Slight overlap · 3 shared positions
$TJX$EQIX$PEG
$7.0B
103 positions

Compare CHARTIST /CA/’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CHARTIST /CA/’s holdings

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.