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Hedge Funds Similar to Cheviot Value ,

13F Portfolio OverlapQ1 2026Cheviot Value , portfolio →
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Most similar hedge funds by 13F overlap

Cheviot Value Management, LLC is an institutional investor managing $996M across 426 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 Cheviot Value , are Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., FOUNDATION RESOURCE, Grand Central Investment Group, with shared positions in $AEM, $NEM, $B, $AGI, $PAAS, $PSX. The full ranking of 25 similar funds is below.

#1Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 8 shared positions
$AEM$NEM$B$AGI$PAAS$PSX
$56M
38 positions
#2FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$AEM$NEM$PFE$CCZ$COP$B
$889M
55 positions
#3Grand Central Investment GroupActive
Notable overlap · 7 shared positions
$AEM$NEM$AGI$COP$PAAS$OXY
$135M
44 positions
#4KEATING INVESTMENT COUNSELORS INCActive
Notable overlap · 7 shared positions
$AEM$UL$B$PAAS$NEM$USB
$404M
59 positions
#5Oppenheimer & Close, LLCPassive
Notable overlap · 6 shared positions
$AEM$NEM$B$AGI$CEF$USB
$159M
56 positions
#6KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$AEM$COP$B$UL$AGI
$181M
93 positions
#7Cutler Capital Management, LLCPassive
Notable overlap · 3 shared positions
$AEM$PFE$USB
$370M
116 positions
#8McAlvany Wealth Management LLCPassive
Notable overlap · 6 shared positions
$AEM$COP$NEM$B$AGI$PAAS
$149M
42 positions
#9Steadtrust LLCPassive
Notable overlap · 3 shared positions
$AEM$AGI$PAAS
$176M
123 positions
#10HATCH COVE CAPITAL, LLCActive
Notable overlap · 4 shared positions
$AEM$COP$AGI$PAAS
$262M
19 positions
#11VAN ECK ASSOCIATES CORPPassive
Notable overlap · 6 shared positions
$AEM$NEM$B$AGI$PAAS$AMAT
$133M
1,404 positions
#12SPROTT INC.Active
Notable overlap · 7 shared positions
$AEM$B$AGI$CEF$PAAS$NEM
$3.4B
243 positions
#13PKO Investment Management Joint-Stock CoPassive
Notable overlap · 6 shared positions
$AEM$NEM$B$PAAS$AGI$AMAT
$1.2B
220 positions
#14Parvin Asset Management, LLCPassive
Notable overlap · 5 shared positions
$AEM$NEM$AGI$B$PAAS
$139M
310 positions
#15Ativo Capital Management LLCPassive
Notable overlap · 3 shared positions
$AEM$UL$B
$115M
55 positions
#16Kercheville Advisors, LLCPassive
Notable overlap · 3 shared positions
$AEM$AGI$USB
$313M
106 positions
#17TrustWell Financial Advisors, LLCActive
Notable overlap · 8 shared positions
$CEF$MKL$COP$AEM$USB$OXY
$106M
70 positions
#18Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$AEM$AGI$PAAS
$180M
37 positions
#19Cadence Wealth Management LLCSmart money
Some overlap · 6 shared positions
$CEF$MKL$NEM$PAAS$AEM$B
$240M
58 positions
#20Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$AEM$NEM$WT
$118M
85 positions
#21St. James Investment Company, LLCSmart money
Some overlap · 3 shared positions
$AEM$UL$CEF
$638M
22 positions
#22STAPP WEALTH MANAGEMENT, PLLCActive
Some overlap · 5 shared positions
$AEM$NEM$AGI$B$WT
$78M
30 positions
#23EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$PFE$CCZ$COP$USB$CVS
$1.4B
56 positions
#24Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$UL$COP$PFE$OXY
$147M
64 positions
#25Accordant Advisory Group IncPassive
Some overlap · 5 shared positions
$AEM$AGI$CEF$USB$SII
$161M
238 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.