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Hedge Funds Similar to CHARTER RESEARCH & INVESTMENT GROUP

13F Portfolio OverlapQ2 2026CHARTER RESEARCH & INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

CHARTER RESEARCH & INVESTMENT GROUP, INC. is an institutional investor managing $165M across 92 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 CHARTER RESEARCH & INVESTMENT GROUP are RBO, Kennon-Green & Company, RNC, with shared positions in $PEP, $MDLZ, $PM, $DIS, $MO, $MTB. The full ranking of 25 similar funds is below.

#1RBO & CO LLCActive
Some overlap · 5 shared positions
$PEP$MDLZ$PM$DIS$MO
$628M
56 positions
#2Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PEP$MDLZ$PM$DIS$MO
$128M
41 positions
#3RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$PEP$MTB$BMY$MO$UPS$GLW
$2.4B
181 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$MDLZ$MTB$BMY$PEP$PPL$KMI
$2.5B
270 positions
#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$MDLZ$MET$BMY$PM$UPS$GLW
$1.5B
184 positions
#6InvesTrustPassive
Some overlap · 5 shared positions
$PEP$MET$BMY$PM$DIS
$260M
95 positions
#7Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$PEP$MDLZ$DIS$UPS
$248M
111 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$PEP$CRM
$112M
85 positions
#9Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$PEP$BMY$MO$KMI$UPS
$124M
142 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$MET$PEP$BMY
$1.3B
58 positions
#11Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MDLZ$PEP$MO$UPS
$159M
62 positions
#12BCWM, LLCPassive
Some overlap · 5 shared positions
$PEP$BMY$MO$KMI$UPS
$342M
57 positions
#13Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$PEP$MDLZ$DIS
$395M
34 positions
#14Lindsell Train LtdSmart money
Some overlap · 3 shared positions
$PEP$MDLZ$DIS
$2.6B
28 positions
#15Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$PEP$MDY$DIS
$683M
137 positions
#16P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$PEP$BMY$PM$MO$UPS
$133M
66 positions
#17Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$MET$MO$DIS
$418M
232 positions
#18Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$BMY$MO$GLW
$405M
147 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$PEP$MDLZ$BMY$GLW
$199M
38 positions
#20DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$MDLZ$PM$DIS$PEP$MO
$242M
170 positions
#21Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDY$PEP$UPS$KMI$DIS
$310M
144 positions
#22VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$MTB$BMY$PM$PPL$UPS
$214M
61 positions
#23Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$MDLZ$PM$DIS$MO
$91M
49 positions
#24CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$PEP$MDLZ$GLW
$1.6B
85 positions
#25MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PEP$BMY$DIS$MO
$636M
262 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.