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Hedge Funds Similar to Schwab Charitable Fund

13F Portfolio OverlapQ1 2026Schwab Charitable Fund portfolio →
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Most similar hedge funds by 13F overlap

Schwab Charitable Fund is an institutional investor managing $3.9B across 32 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 Schwab Charitable Fund are McKinley Carter Wealth Services,, Arlington, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $DOV, $AJG, $DHR, $SE, $PANW, $RBLX. The full ranking of 25 similar funds is below.

#1McKinley Carter Wealth Services, Inc.Passive
Slight overlap · 4 shared positions
$DOV$AJG$DHR$SE
$1.7B
305 positions
#2Arlington Trust Co LLCActive
Slight overlap · 4 shared positions
$DOV$AJG$DHR$SE
$1.1B
844 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Slight overlap · 3 shared positions
$DOV$AJG$DHR
$2.1B
122 positions
#4NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Slight overlap · 3 shared positions
$DOV$AJG$DHR
$561M
76 positions
#5Three Bridge Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$DOV$PANW$RBLX$COIN
$364M
86 positions
#6Wealthspire Advisors, LLCActive
Slight overlap · 4 shared positions
$DOV$RBLX$DHR$SE
$12.7B
932 positions
#7Jasper Ridge Partners, L.P.Smart money
Slight overlap · 4 shared positions
$DOV$RBLX$COIN$DASH
$4.5B
143 positions
#8Waldron Private Wealth LLCActive
Slight overlap · 3 shared positions
$DOV$PANW$DHR
$2.6B
342 positions
#9Family Legacy Financial Solutions, LLCActive
Slight overlap · 3 shared positions
$DOV$PANW$DHR
$124M
44 positions
#10Daybright Advisory Services, Inc.Active
Slight overlap · 3 shared positions
$DOV$RBLX$DHR
$361M
133 positions
#11RAM Investment Partners, LLCActive
Slight overlap · 3 shared positions
$DOV$RBLX$DHR
$569M
121 positions
#12NZS Capital, LLCActive
Slight overlap · 4 shared positions
$AJG$DHR$WDAY$DASH
$3.0B
58 positions
#13Resolute Advisors LLCActive
Slight overlap · 4 shared positions
$DOV$RBLX$COIN$LEN
$242M
90 positions
#14PLANNING DIRECTIONS INCActive
Slight overlap · 3 shared positions
$DOV$PANW$COIN
$198M
106 positions
#15Legacy Wealth Management, LLC / MSActive
Slight overlap · 3 shared positions
$AJG$PANW$DHR
$351M
106 positions
#16ARTHUR M. COHEN & ASSOCIATES, LLCActive
Slight overlap · 3 shared positions
$AJG$PANW$DHR
$563M
127 positions
#17RED REEF ADVISORS LLCPassive
Slight overlap · 4 shared positions
$DOV$PANW$OKTA$LEN
$96M
179 positions
#18Ameliora Wealth Management Ltd.Passive
Slight overlap · 3 shared positions
$DOV$PANW$OKTA
$314M
232 positions
#19FC Advisory LLCActive
Slight overlap · 4 shared positions
$DOV$DHR$OKTA$LEN
$342M
115 positions
#20EAGLE CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$AJG$DHR$WDAY$LEN
$29.8B
60 positions
#21Sharkey, Howes & JaverActive
Slight overlap · 4 shared positions
$DOV$DHR$SE$LEN
$742M
153 positions
#22Strategic Family Wealth Counselors, L.L.C.Passive
Slight overlap · 3 shared positions
$DOV$RBLX$SE
$381M
163 positions
#23FIDUCIARY ADVISORS, INC.Active
Slight overlap · 3 shared positions
$DOV$DHR$SE
$133M
121 positions
#24US BANCORP \DE\Passive
Slight overlap · 3 shared positions
$DOV$DHR$SE
$82.4B
4,164 positions
#25Unify Financial AdvisorsPassive
Slight overlap · 3 shared positions
$DOV$DHR$SE
$96M
89 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.