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 HOERTKORN RICHARD CHARLES

13F Portfolio OverlapQ1 2026HOERTKORN RICHARD CHARLES portfolio →

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Most similar hedge funds by 13F overlap

HOERTKORN RICHARD CHARLES is an institutional investor managing $122M across 75 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 HOERTKORN RICHARD CHARLES are Spectrum Financial Alliance Ltd, TANDEM /ADV, Newport Company,, with shared positions in $GE, $BAC, $BA, $MRVL, $SCHW, $F. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 6 shared positions

$GE $BAC $BA $MRVL $SCHW $F

$520M

30 positions

#2TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$GE $GEV $SCHW $MRVL $BA

$200M

110 positions

#3Newport Trust Company, LLCSmart money

Notable overlap · 5 shared positions

$GE $GEV $BA $F $DIS

$40.7B

64 positions

#4R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$KMI $BAC $BA $PYPL $KO $PFE

$172M

38 positions

#5Next Level Private LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $BA $F $BAC $PFE

$443M

175 positions

#6TRUSTCO BANK CORP N YPassive

Notable overlap · 6 shared positions

$GE $GEV $MCD $INTC $DIS $KO

$113M

71 positions

#7MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GE $GEV $BA $MCD $KO

$3.4B

65 positions

#8SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$MRVL $BAC $BA $KMI $DIS $PFE

$3.0B

40 positions

#9Codex Capital Asset Management L.L.C.Active

Notable overlap · 3 shared positions

$GE $GEV $BA

$259M

31 positions

#10Xcel Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BAC $BA $F $GEV $AMD $PFE

$362M

133 positions

#11Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$BAC $GE $BA $MCD $GEV

$267M

33 positions

#12MARK ASSET MANAGEMENT LPSmart money

Notable overlap · 6 shared positions

$GEV $BA $GE $PSKY $SCHW $DIS

$1.1B

37 positions

#13Allen Investment Management, LLCActive

Notable overlap · 3 shared positions

$GEV $SCHW $BA

$8.1B

221 positions

#14Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 5 shared positions

$BAC $INTC $GE $GEV $DIS

$600M

107 positions

#15Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$GEV $GE $DVN $AMD

$239M

46 positions

#16PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$SCHW $BAC $KMI $GE $GEV

$166M

72 positions

#17Tenere Capital LLCActive

Notable overlap · 3 shared positions

$GE $GEV $INTC

$136M

22 positions

#18Pavion Blue Capital, LLCPassive

Notable overlap · 7 shared positions

$BAC $GE $GEV $MCD $INTC $DIS

$230M

108 positions

#19October Effect LtdPassive

Notable overlap · 4 shared positions

$GEV $GE $BA $AMD

$87M

64 positions

#20CMG Global Holdings, LLCPassive

Notable overlap · 4 shared positions

$GE $BA $GEV $BAC

$210M

96 positions

#21Hedges Asset Management LLC

Notable overlap · 4 shared positions

$GE $BA $INTC $F

$142M

108 positions

#22Tempus Wealth Planning, LLCPassive

Notable overlap · 3 shared positions

$GE $GEV $BA

$435M

270 positions

#23NFJ INVESTMENT GROUP, LLCPassive

Notable overlap · 5 shared positions

$MRVL $SCHW $GEV $AMD $PFE

$2.6B

221 positions

#24Telligent Fund, LPActive

Notable overlap · 4 shared positions

$GEV $GE $INTC $AMD

$94M

24 positions

#25NWK Group, Inc.Active

Notable overlap · 3 shared positions

$GEV $GE $MRVL

$261M

66 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.