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Hedge Funds Similar to Checchi Advisers,

13F Portfolio OverlapQ1 2026Checchi Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Checchi Capital Advisers, LLC is an institutional investor managing $2.0B across 604 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 Checchi Advisers, are WESCAP Group,, Disciplined Investments,, Sagace Wealth, with shared positions in $IAU, $WT, $USB, $SE, $COP, $SCHW. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active
Notable overlap · 7 shared positions
$IAU$WT$USB$SE$COP$SCHW
$508M
107 positions
#2Disciplined Investments, LLCPassive
Some overlap · 7 shared positions
$IAU$SE$USB$COP$SNPS$SCHW
$279M
141 positions
#3Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$SNPS$USB$UNIT$COP
$149M
70 positions
#4rebel Financial LLCPassive
Some overlap · 5 shared positions
$AMH$UNIT$WT$SE$USB
$231M
65 positions
#5Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$IAU$SE$COP$WT$SCHW$UNIT
$337M
117 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 6 shared positions
$SNPS$UNIT$WT$SE$SCHW$USB
$206M
97 positions
#7White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$IAU$UNIT$USB$COP$SCHW$SNPS
$721M
145 positions
#8Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$SNPS$USB$COP$SCHW
$420M
120 positions
#9TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$IAU$UNIT$USB$SE$ALPS
$144M
65 positions
#10GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 6 shared positions
$AMH$WT$COP$SCHW$IAU$ALPS
$576M
171 positions
#11PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$IAU$UNIT$USB$SCHW$COP
$1.4B
283 positions
#12American Investment Services, Inc.Active
Some overlap · 5 shared positions
$IAU$UNIT$USB$SCHW$UNH
$448M
132 positions
#13Farrell Financial LLCPassive
Some overlap · 5 shared positions
$IAU$WT$USB$COP$SCHW
$167M
76 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$IAU$UNIT$WT$SCHW$USB
$365M
111 positions
#15Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$AMH$UNIT
$488M
115 positions
#16Comprehensive Money Management Services LLCPassive
Some overlap · 5 shared positions
$IAU$SNPS$WT$SCHW$UNIT
$152M
193 positions
#17Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$UNIT$USB$COP
$98M
68 positions
#18FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 7 shared positions
$IAU$ALPS$USB$SE$SCHW$WT
$653M
191 positions
#19Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$SNPS$UNIT$USB$COP$SE
$160M
82 positions
#20Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$IAU$SNPS$WT$COP
$117M
73 positions
#21CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$IAU$UNIT$WT$ALPS$USB
$149M
96 positions
#22Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMH$IAU$SCHW$SE
$169M
68 positions
#23Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$UNIT$USB$COP
$287M
188 positions
#24Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$IAU$UNIT$USB$COP
$290M
607 positions
#25TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$UNIT$COP$USB
$366M
171 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.