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Hedge Funds Similar to HOERTKORN RICHARD CHARLES

13F Portfolio OverlapQ2 2026HOERTKORN RICHARD CHARLES portfolio →
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Most similar hedge funds by 13F overlap

HOERTKORN RICHARD CHARLES is an institutional investor managing $149M across 71 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 HOERTKORN RICHARD CHARLES are Mizuho Markets Cayman, Spectrum Financial Alliance Ltd, Barnes Dennig Private Wealth, with shared positions in $MRVL, $BA, $PYPL, $F, $SCHW, $PEP. The full ranking of 25 similar funds is below.

#1Mizuho Markets Cayman LPActive
Notable overlap · 3 shared positions
$MRVL$BA$PYPL
$2.7B
95 positions
#2Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 4 shared positions
$MRVL$BA$F$SCHW
$679M
31 positions
#3Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 4 shared positions
$MRVL$SCHW$PEP$T
$125M
365 positions
#4PARAGON CAPITAL MANAGEMENT INCPassive
Notable overlap · 3 shared positions
$MRVL$SCHW$DVN
$135M
80 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$KMI$BA$PYPL$PFE
$188M
39 positions
#6Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$MRVL$BA$MCD
$1.3B
261 positions
#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$SCHW$BA
$238M
118 positions
#8LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$KMI$SCHW$ITW
$565M
89 positions
#9Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$SCHW$F$PFE
$419M
140 positions
#10Gould Capital, LLCPassive
Some overlap · 4 shared positions
$KMI$DVN$TMUS$PSA
$179M
217 positions
#11Unifi Asset Management LPActive
Some overlap · 6 shared positions
$BA$F$DVN$MCD$TMUS$T
$251M
62 positions
#12Owlhouse Capital LPPassive
Some overlap · 3 shared positions
$BA$F$TMUS
$65M
40 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$SCHW$DVN$PYPL$ITW
$906M
153 positions
#14F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$BA$DVN$PYPL
$542M
63 positions
#15Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$PYPL$KMI$PFE
$234M
112 positions
#16PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$KMI$PYPL$MCD$PFE$PEP
$1.1B
79 positions
#17VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$SCHW$BA$MCD
$35.1B
90 positions
#18Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$BA$MRVL$MCD
$148M
132 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$KMI$MRVL$MCD$SCHW
$1.1B
168 positions
#20BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$BA$PFE
$679M
104 positions
#21MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$BA$ITW$PEP
$126M
196 positions
#22Arnhold LLCActive
Some overlap · 4 shared positions
$MRVL$PYPL$PFE$T
$1.4B
113 positions
#23Pingora Partners LLCActive
Some overlap · 6 shared positions
$BA$DVN$KMI$MCD$PFE$T
$171M
182 positions
#24Miller Global Investments, LLCPassive
Some overlap · 5 shared positions
$MRVL$DVN$SCHW$PFE$T
$121M
295 positions
#25Thoma Capital Management LLCSmart money
Some overlap · 3 shared positions
$MRVL$DVN$BA
$188M
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.