13F Pro

Hedge Funds Similar to HOERTKORN RICHARD CHARLES

13F Portfolio OverlapQ2 2026HOERTKORN RICHARD CHARLES portfolio →
Institutional-grade research for retail investors

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
$132M
70 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
$226M
113 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
$404M
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 LPActive
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
$561M
60 positions
#15Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$PYPL$KMI$PFE
$241M
108 positions
#16PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$KMI$PYPL$MCD$PFE$PEP
$1.2B
74 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
$145M
128 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$KMI$MRVL$MCD$SCHW
$1.1B
166 positions
#20BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$BA$PFE
$696M
113 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
$124M
327 positions
#25Thoma Capital Management LLCSmart money
Some overlap · 3 shared positions
$MRVL$DVN$BA
$191M
54 positions

Compare HOERTKORN RICHARD CHARLES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HOERTKORN RICHARD CHARLES’s holdings

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.