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Hedge Funds Similar to Chesapeake Wealth

13F Portfolio OverlapQ1 2026Chesapeake Wealth portfolio →
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Most similar hedge funds by 13F overlap

Chesapeake Wealth Management is an institutional investor managing $326M across 159 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 Chesapeake Wealth are HOWE & RUSLING, Minot DeBlois Advisors, FIRST FINANCIAL BANKSHARES, with shared positions in $COP, $MCD, $NEE, $MS, $TJX, $KO. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive
Some overlap · 8 shared positions
$COP$MCD$NEE$MS$TJX$KO
$1.5B
477 positions
#2Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$COP$NEE$TJX$UNP$AXP
$110M
226 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$COP$MCD$NEE$KO$LHX$BAC
$5.0B
201 positions
#4Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$COP$MCD$TMO$KO
$1.4B
211 positions
#5Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$COP$MCD$MS$KO
$284M
125 positions
#6R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$COP$MCD$TMO$UNP
$130M
45 positions
#7Paragon Capital Management LLCActive
Some overlap · 4 shared positions
$COP$MCD$TJX$BAC
$202M
57 positions
#8Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$COP$NEE$MS$TJX
$552M
93 positions
#9Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$COP$EPAM$NEE
$284M
91 positions
#10Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$COP$MCD$TJX$BAC
$1.3B
129 positions
#11TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$COP$TJX$UNP$AXP$BAC
$283M
137 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$MCD$KO$UNP
$351M
81 positions
#13MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$NEE$MCD$BAC
$293M
103 positions
#14WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$COP$MCD$NEE
$284M
123 positions
#15Bath Savings Trust CoActive
Some overlap · 5 shared positions
$COP$MCD$NEE$TJX$KO
$936M
168 positions
#16AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 4 shared positions
$COP$MS$NEE$UNP
$258M
96 positions
#17American Money Management, LLCActive
Some overlap · 3 shared positions
$COP$MCD$UNP
$632M
168 positions
#18Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$COP$NEE$KO$MCD$UNP
$160M
82 positions
#19AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$TJX$UNP$BAC
$445M
77 positions
#20Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$COP$TJX$KO$NEE$TMUS
$451M
146 positions
#21Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$COP$NEE$KO$EPAM
$480M
160 positions
#22Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 8 shared positions
$COP$MCD$NEE$TMO$TJX$LHX
$329M
65 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$COP$MCD$AXP
$566M
28 positions
#24Good Steward Wealth Advisors,LLCPassive
Some overlap · 4 shared positions
$COP$NEE$UNP$AXP
$156M
68 positions
#25DAGCO, INC.Passive
Some overlap · 4 shared positions
$COP$MS$NEE$TMO
$461M
353 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.