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Hedge Funds Similar to Chevy Chase ,

13F Portfolio OverlapQ1 2026Chevy Chase , portfolio →
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Most similar hedge funds by 13F overlap

Chevy Chase Trust Holdings, LLC is an institutional investor managing $34.7B across 642 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 Chevy Chase , are PeakShares, LEGACY WEALTH ,, Xcel Wealth ,, with shared positions in $TJX, $VZ, $MU, $VRTX, $PLTR, $AMD. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive
Some overlap · 7 shared positions
$TJX$VZ$MU$VRTX$PLTR$AMD
$109M
116 positions
#2LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$TJX$MU$VRTX$REGN$AEP$PLTR
$174M
65 positions
#3Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$VZ$NEE$PLTR$AMD$BAC
$362M
133 positions
#4Henson-Edgewater Management, LLCPassive
Some overlap · 6 shared positions
$TJX$VZ$MU$PLTR$AMD$BAC
$157M
66 positions
#5SOMERVILLE KURT FPassive
Some overlap · 6 shared positions
$TJX$NEE$VRTX$AMD$ASML$NVS
$379M
91 positions
#6Edgemoor Investment Advisors, Inc.Active
Slight overlap · 6 shared positions
$VZ$NEE$VRTX$NVS$SHEL$AEP
$1.3B
170 positions
#7Aventura Private Wealth, LLCPassive
Slight overlap · 6 shared positions
$TJX$NEE$PLTR$AMD$BAC$ASML
$273M
904 positions
#8FAGAN ASSOCIATES, INC.Passive
Slight overlap · 6 shared positions
$NEE$VRTX$PLTR$AMD$BAC$REGN
$719M
135 positions
#9China Universal Asset Management Co., Ltd.Passive
Slight overlap · 6 shared positions
$MU$VRTX$PLTR$AMD$NVS$REGN
$1.3B
502 positions
#10Optiver Holding B.V.Active
Slight overlap · 6 shared positions
$MU$PLTR$AMD$BAC$NVS$SHEL
$289.5B
2,301 positions
#11QRG CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 6 shared positions
$MU$TJX$PLTR$AMD$BAC$VZ
$9.7B
1,138 positions
#12Andra AP-fondenPassive
Slight overlap · 6 shared positions
$MU$TJX$PLTR$AMD$BAC$NEE
$8.4B
396 positions
#13GROUPAMA ASSET MANAGMENTActive
Slight overlap · 5 shared positions
$TJX$NEE$MU$VRTX$REGN
$6.8B
395 positions
#14NORDEA INVESTMENT MANAGEMENT ABActive
Slight overlap · 5 shared positions
$TJX$NEE$MU$VZ$AMD
$107.2B
864 positions
#15BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$TJX$VZ$NEE$BAC$SHEL
$199M
110 positions
#16Minot DeBlois Advisors LLCPassive
Slight overlap · 5 shared positions
$TJX$VZ$NEE$NVS$ASML
$110M
226 positions
#17Broderick Brian CActive
Slight overlap · 5 shared positions
$TJX$NEE$VRTX$AMD$ASML
$542M
95 positions
#18Elefante Mark BPassive
Slight overlap · 5 shared positions
$TJX$NEE$VRTX$AMD$ASML
$182M
58 positions
#19Delaney Dennis RPassive
Slight overlap · 5 shared positions
$TJX$NEE$VRTX$AMD$ASML
$282M
60 positions
#20MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 5 shared positions
$TJX$MU$PLTR$AMD$REGN
$129M
58 positions
#21Petros Family Wealth, LLCPassive
Slight overlap · 5 shared positions
$TJX$NEE$AMD$BAC$REGN
$140M
131 positions
#22Frec Markets, Inc.Passive
Slight overlap · 6 shared positions
$MU$PLTR$AMD$TJX$BAC$ASML
$587M
644 positions
#23Crossmark Global Holdings, Inc.Passive
Slight overlap · 5 shared positions
$TJX$VZ$AMD$BAC$ASML
$6.8B
1,234 positions
#24CI INVESTMENTS INC.Active
Slight overlap · 5 shared positions
$TJX$NEE$MU$AMD$BAC
$20.6B
613 positions
#25Vectors Research Management, LLCPassive
Slight overlap · 5 shared positions
$TJX$NEE$AMD$BAC$AEP
$342M
142 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.