13F Pro

Hedge Funds Similar to CHOREO

13F Portfolio OverlapQ2 2026CHOREO portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CHOREO, LLC is an institutional investor managing $9.1B across 1,690 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 CHOREO are AA Financial Advisors, Wallace Advisory Group, Portside Wealth Group, with shared positions in $PM, $ASML, $DOV, $MCD, $WFC, $UPS. The full ranking of 25 similar funds is below.

#1AA Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$MCD
$832M
230 positions
#2Wallace Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$WFC
$106M
134 positions
#3Portside Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$WFC
$858M
515 positions
#4Evansbrook LLCActive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$168M
127 positions
#5SMITH SHELLNUT WILSON LLC /ADVPassive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$268M
161 positions
#6American Money Management, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$700M
174 positions
#7WALLER FINANCIAL PLANNING GROUP, INCActive
Slight overlap · 4 shared positions
$PM$DOV$UPS$WFC
$486M
78 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$233M
122 positions
#9Carlson Capital, L.P.Passive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$494M
74 positions
#10Winning Points Advisors, LLCActive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$76M
42 positions
#11IAMS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$332M
190 positions
#12Tevis Investment ManagementPassive
Slight overlap · 3 shared positions
$THO$PM$ASML
$183M
104 positions
#13Bernardo Wealth Planning LLCActive
Slight overlap · 4 shared positions
$PM$DOV$MCD$WFC
$585M
139 positions
#14Foster Group, Inc.Active
Slight overlap · 4 shared positions
$PM$DOV$MCD$WFC
$3.8B
318 positions
#15SHAYNE & JACOBS, LLCActive
Slight overlap · 3 shared positions
$THO$PM$WFC
$337M
101 positions
#16Prudent Man Investment Management, Inc.Smart money
Slight overlap · 4 shared positions
$ASML$DOV$MCD$WFC
$293M
169 positions
#17Financial Network Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$ASML$DOV$MCD$WFC
$99M
858 positions
#18Stockman Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$ASML$UPS$MCD$THO
$968M
178 positions
#19Forum Finance Group S.A.Passive
Slight overlap · 3 shared positions
$THO$DOV$MCD
$278M
344 positions
#20HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$PM$MCD$WFC$UPS
$252M
43 positions
#21Innova Wealth PartnersPassive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$244M
180 positions
#22Financial Planning Navigators CORPActive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$267M
70 positions
#23Vantus Wealth LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$187M
236 positions
#24OPAL CAPITAL LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$UPS
$560M
136 positions
#25Richard W. Paul & Associates, LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$UPS
$327M
320 positions

Compare CHOREO’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 CHOREO’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.