How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Schwab Charitable Fund

13F Portfolio OverlapQ2 2026Schwab Charitable Fund portfolio →

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Most similar hedge funds by 13F overlap

Schwab Charitable Fund is an institutional investor managing $4.5B across 32 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 Schwab Charitable Fund are Permanens, Jasper Ridge Partners, Paragon Ltd, with shared positions in $DOV, $AJG, $WDAY, $RBLX, $DASH, $COIN. The full ranking of 15 similar funds is below.

#1Permanens Capital L.P.Active

Slight overlap · 3 shared positions

$DOV $AJG $WDAY

$972M

100 positions

#2Jasper Ridge Partners, L.P.Smart money

Slight overlap · 5 shared positions

$DOV $RBLX $DASH $COIN $OKTA

$4.7B

151 positions

#3Paragon Capital Management LtdActive

Slight overlap · 5 shared positions

$DOV $RBLX $DASH $COIN $OKTA

$528M

223 positions

#4Resolute Advisors LLCActive

Slight overlap · 4 shared positions

$DOV $RBLX $COIN $DBX

$417M

82 positions

#5Three Bridge Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $RBLX $COIN

$399M

87 positions

#6GenTrust, LLCActive

Slight overlap · 3 shared positions

$DOV $DASH $COIN

$2.6B

201 positions

#7ICONIQ Capital, LLCSmart money

Slight overlap · 3 shared positions

$DOV $DASH $COIN

$3.5B

76 positions

#8NZS Capital, LLCActive

Slight overlap · 3 shared positions

$AJG $DASH $WDAY

$3.9B

61 positions

#9a16z Perennial Management, L.P.Active

Slight overlap · 4 shared positions

$RBLX $DASH $COIN $OKTA

$1.2B

63 positions

#10Ardmore Road Asset Management LPPassive

Slight overlap · 3 shared positions

$RBLX $DASH $WDAY

$1.7B

70 positions

#11Nikko Asset Management Americas, Inc.Passive

Slight overlap · 3 shared positions

$RBLX $DASH $COIN

$7.7B

276 positions

#12Contrarius Group Holdings LtdActive

Slight overlap · 3 shared positions

$RBLX $COIN $OKTA

$2.2B

34 positions

#13Ahara Advisors LLCActive

Slight overlap · 3 shared positions

$RBLX $OKTA $MQ

$152M

56 positions

#14Optimus Prime Fund Management Co., Ltd.Smart money

Slight overlap · 3 shared positions

$WDAY $OKTA $MQ

$1.4B

26 positions

#15Southpoint Capital Advisors LPActive

Slight overlap · 3 shared positions

$DASH $COIN $RKT

$4.4B

33 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.