How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CHARTER RESEARCH & INVESTMENT GROUP,

13F Portfolio OverlapQ1 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 $150M across 86 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 CHARTER RESEARCH & INVESTMENT GROUP, are Applied Finance ,, BERKSHIRE ASSET /PA, Catherine Avery Investment, with shared positions in $IBM, $AMAT, $BAC, $MET, $DIS, $MCK. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$IBM $AMAT $BAC $MET $DIS $MCK

$1.3B

218 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$BAC $MDLZ $BMY $MTB $PPL $KMI

$2.3B

264 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$IBM $BAC $BMY $KO $UPS

$223M

109 positions

#4BONNESS ENTERPRISES INCActive

Some overlap · 6 shared positions

$IBM $AMAT $BMY $T $KO $UPS

$273M

39 positions

#5Pavion Blue Capital, LLCPassive

Some overlap · 6 shared positions

$BAC $MDLZ $DIS $IBM $KO $UPS

$230M

108 positions

#6CFC Planning Co LLCPassive

Some overlap · 7 shared positions

$IBM $PM $DIS $CRM $MO $KO

$140M

72 positions

#7Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$IBM $BAC $MO $T $KO $UPS

$170M

82 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$MDLZ $BAC $BMY $MET $T $KO

$1.4B

56 positions

#9OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$BAC $BMY $IBM $PM $KO $UPS

$193M

108 positions

#10Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$BAC $AMAT $BMY $DIS $CRM

$13.2B

70 positions

#11CapWealth Advisors, LLCActive

Some overlap · 5 shared positions

$IBM $BAC $T $KO $UPS

$1.3B

118 positions

#12Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$IBM $BAC $BMY $MCK $T $KO

$308M

137 positions

#13BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 6 shared positions

$BAC $MDLZ $DIS $CRM $KO $UPS

$176M

78 positions

#14Wolfstich Capital, LLCActive

Some overlap · 4 shared positions

$IBM $MDLZ $MO $KO

$114M

45 positions

#15Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$IBM $DIS $MCK $T $KMI $KO

$974M

782 positions

#16Blue Capital, Inc.Passive

Some overlap · 7 shared positions

$AMAT $BAC $ALB $MO $BMY $MDLZ

$153M

107 positions

#17SEARLE & CO.Passive

Some overlap · 4 shared positions

$BAC $IBM $BMY $PM

$398M

194 positions

#18Carson Advisory Inc.Passive

Some overlap · 5 shared positions

$IBM $BAC $CRM $T $KO

$193M

188 positions

#19Brandywine Global Investment Management, LLC

Some overlap · 6 shared positions

$BAC $DIS $T $MTB $CRM $IBM

$14.9B

601 positions

#20InvesTrustPassive

Some overlap · 6 shared positions

$IBM $BMY $MET $PM $DIS $KO

$238M

91 positions

#21Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$BAC $DIS $CRM $KMI $KO $UPS

$210M

79 positions

#22Drexel Morgan & Co.Active

Some overlap · 5 shared positions

$IBM $DIS $T $KO $UPS

$682M

60 positions

#23Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$BAC $MET $CRM $MCK $DIS $KO

$177M

351 positions

#24Next Level Private LLCPassive

Some overlap · 6 shared positions

$IBM $BMY $MO $T $AMAT $BAC

$443M

175 positions

#25SEAVIEW INVESTMENT MANAGERS LLCPassive

Some overlap · 3 shared positions

$IBM $BAC $MCK

$277M

73 positions

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View CHARTER RESEARCH & INVESTMENT GROUP,’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.