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Hedge Funds Similar to CHOREO,

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

CHOREO, LLC is an institutional investor managing $8.1B across 1,613 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 CHOREO, are Donalies Financial Planning,, Meramec Financial Planners,, RF&L WEALTH ,, with shared positions in $UNIT, $NKE, $SNOW, $SCHW, $MAR, $CTVA. The full ranking of 25 similar funds is below.

#1Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$NKE$SNOW$SCHW$MAR
$117M
74 positions
#2Meramec Financial Planners, LLCPassive
Some overlap · 6 shared positions
$UNIT$SNOW$CTVA$SE$SCHW$PM
$252M
520 positions
#3RF&L WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$UNIT$NKE$CTVA$SE$SNOW
$134M
52 positions
#4Prosperity Planning, Inc.Active
Some overlap · 6 shared positions
$UNIT$CTVA$NKE$SNOW$SE$SCHW
$395M
110 positions
#5Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$UNIT$NKE$SNOW$SE
$111M
63 positions
#6VANCE WEALTH, LLCActive
Some overlap · 6 shared positions
$UNIT$NKE$SNOW$CTVA$BAC$SE
$346M
118 positions
#7American Investment Services, Inc.Active
Some overlap · 5 shared positions
$UNIT$NKE$SNOW$SCHW$MAR
$448M
132 positions
#8Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$UNIT$BAC$CTVA$PM
$267M
92 positions
#9Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$UNIT$NKE$SNOW$PM
$1.1B
121 positions
#10Shakespeare Wealth Management, LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$CTVA$SE$MAR
$422M
98 positions
#11LAM GROUP, INC.Passive
Some overlap · 5 shared positions
$UNIT$NKE$SE$SCHW$MAR
$182M
136 positions
#12Noble Family Wealth, LLCActive
Some overlap · 6 shared positions
$UNIT$SNOW$CTVA$SE$MS$NKE
$484M
76 positions
#13Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$UNIT$BAC$PM$SCHW$SE
$166M
43 positions
#14Asset Management Group, Inc.Passive
Some overlap · 5 shared positions
$UNIT$SNOW$CTVA$SCHW$MAR
$619M
138 positions
#15ARK & TLK INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$UNIT$NKE$SNOW$CTVA$SE$SCHW
$370M
119 positions
#16Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$UNIT$NKE$SNOW
$290M
607 positions
#17Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$SNOW
$171M
106 positions
#18Oath Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$NKE$CTVA$SCHW
$113M
69 positions
#19Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$UNIT$SNOW$CTVA$SCHW
$315M
68 positions
#20ASPIRIANT, LLCActive
Some overlap · 7 shared positions
$UNIT$CTVA$NKE$MAR$SCHW$SE
$3.5B
338 positions
#21Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$UNIT$NKE$SE$CTVA
$1.1B
244 positions
#22Aurelius Family Office LLCActive
Some overlap · 4 shared positions
$UNIT$NKE$CTVA$SE
$230M
47 positions
#23FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$UNIT$BAC$SE$MAR
$133M
121 positions
#24FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$UNIT$NKE$SNOW$SE$SCHW
$293M
105 positions
#25Vawter Financial, Ltd.Passive
Some overlap · 4 shared positions
$UNIT$SNOW$CTVA$SCHW
$238M
122 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.