Hedge Funds Similar to Chevy Chase

13F Portfolio OverlapQ2 2026Chevy Chase portfolio →

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Most similar hedge funds by 13F overlap

Chevy Chase Trust Holdings, LLC is an institutional investor managing $38.8B across 649 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 Chevy Chase are LITTLE HOUSE, DJE Kapital AG, CogentBlue Wealth Advisors, with shared positions in $TJX, $ASML, $VRTX, $KLAC, $VZ, $CDNS. The full ranking of 25 similar funds is below.

#1LITTLE HOUSE CAPITAL LLCPassive

Slight overlap · 5 shared positions

$TJX $ASML $VRTX $KLAC $VZ

$445M

113 positions

#2DJE Kapital AGActive

Slight overlap · 5 shared positions

$TJX $ASML $CDNS $NEE $VZ

$5.3B

124 positions

#3CogentBlue Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $SAN $KLAC

$175M

103 positions

#4TRILLIUM ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $CDNS

$3.3B

230 positions

#5Delaney Dennis RActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $NEE

$314M

61 positions

#6Elefante Mark BActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $NEE

$232M

60 positions

#7Broderick Brian CActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $NEE

$646M

95 positions

#8SOMERVILLE KURT FActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $NEE

$419M

97 positions

#9Birch Hill Investment Advisors LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $NEE

$2.5B

211 positions

#10JACKSON SQUARE CAPITAL, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $CDNS

$719M

138 positions

#11NVWM, LLCPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $CDNS

$496M

780 positions

#12GKV Capital Management Co., Inc.Passive

Slight overlap · 4 shared positions

$TJX $ASML $VRTX $VZ

$310M

83 positions

#13RWA WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$10.4B

645 positions

#14Sandro Wealth Management LLCPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$138M

103 positions

#15HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$1.7B

479 positions

#16Clarendon Private LLCPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$156M

124 positions

#17Valley Brook Capital Group, Inc.Passive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$176M

120 positions

#18WASHINGTON TRUST CoPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$3.2B

296 positions

#19Blue Chip Partners, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$1.6B

184 positions

#20CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $VZ

$982M

142 positions

#21RICHARDSON FINANCIAL SERVICES INC.Passive

Slight overlap · 4 shared positions

$TJX $ASML $KLAC $NEE

$176M

607 positions

#22ST GERMAIN D J CO INCPassive

Slight overlap · 4 shared positions

$TJX $ASML $NEE $VZ

$2.8B

914 positions

#23HORAN Wealth, LLCActive

Slight overlap · 4 shared positions

$TJX $ASML $NEE $VZ

$1.2B

217 positions

#24Minot DeBlois Advisors LLCPassive

Slight overlap · 4 shared positions

$TJX $ASML $NEE $VZ

$116M

240 positions

#25Decatur Capital Management, Inc.Active

Slight overlap · 4 shared positions

$TJX $VRTX $KLAC $CDNS

$295M

53 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.