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Hedge Funds Similar to Chandler Asset ,

13F Portfolio OverlapQ1 2026Chandler Asset , portfolio →
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Most similar hedge funds by 13F overlap

Chandler Asset Management, Inc. is an institutional investor managing $659M across 23 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 Chandler Asset , are DecisionPoint Financial,, Hurlow Wealth Group,, Rockwood Wealth ,, with shared positions in $SCHW, $IAU, $COP, $USB, $UPST, $VLTO. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive
Notable overlap · 5 shared positions
$SCHW$IAU$COP$USB$UPST
$464M
679 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$SCHW$IAU$COP$USB
$420M
120 positions
#3Rockwood Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$SCHW$IAU$COP$UPST$USB
$1.4B
118 positions
#4BluePrint Investing LLCActive
Notable overlap · 4 shared positions
$SCHW$COP$USB$UPST
$126M
26 positions
#5Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$SCHW$COP$UPST
$1.8B
57 positions
#6Whelan FinancialActive
Notable overlap · 3 shared positions
$SCHW$COP$IAU
$322M
88 positions
#7Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$SCHW$VLTO$COP
$230M
21 positions
#8Cordant, Inc.Active
Notable overlap · 4 shared positions
$SCHW$COP$USB$UPST
$246M
75 positions
#9CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$SCHW$COP$USB
$363M
102 positions
#10Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$IAU$COP
$167M
71 positions
#11Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$SCHW$COP$USB
$147M
13 positions
#12Magnolia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$COP$IAU
$172M
212 positions
#13PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$SCHW$COP$UPST
$567M
75 positions
#14Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$SCHW$USB$IAU
$403M
71 positions
#15Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$COP$UPST
$398M
88 positions
#16Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$SCHW$IAU$COP$USB
$480M
160 positions
#17Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$COP$UPST
$1.4B
58 positions
#18Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$USB$UPST
$363M
90 positions
#19FC Advisory LLCActive
Some overlap · 4 shared positions
$SCHW$VLTO$USB$COP
$342M
115 positions
#20Kure Advisory, LLCActive
Some overlap · 5 shared positions
$SCHW$IAU$COP$UPST$USB
$184M
56 positions
#21Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$IAU$SCHW$COP$USB$UPST$VLTO
$279M
141 positions
#22LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$SCHW$IAU$COP
$378M
89 positions
#23Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SCHW$COP$UPST
$333M
198 positions
#24GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 5 shared positions
$SCHW$COP$VLTO$IAU$UPST
$576M
171 positions
#25WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$SCHW$COP$USB
$508M
107 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.