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Hedge Funds Similar to Chapman Investment ,

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

Chapman Investment Management, LLC is an institutional investor managing $121M across 26 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 Chapman Investment , are UNIO, BARR E S &, AlpenGlobal, with shared positions in $AXP, $CTAS, $ISRG, $MKL, $ORLY, $MELI. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$AXP$CTAS$ISRG
$466M
21 positions
#2BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$AXP$ORLY
$1.7B
108 positions
#3AlpenGlobal Capital LLCPassive
Notable overlap · 4 shared positions
$MELI$AXP$UBER$DIS
$157M
36 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$MKL$WM$AXP
$280M
107 positions
#5OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MKL$MELI$CRM$DIS
$1.9B
197 positions
#6Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$DIS$ACN$SBUX
$494M
158 positions
#7HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$MKL$MELI$UBER$ORLY
$2.5B
262 positions
#8Sustainable Growth Advisers, LPActive
Notable overlap · 4 shared positions
$WM$AXP$MELI$CRM
$10.6B
51 positions
#9Lincoln Capital LLCActive
Notable overlap · 4 shared positions
$MKL$AXP$DIS$SBUX
$528M
135 positions
#10COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 4 shared positions
$CTAS$MELI$AXP$UBER
$4.6B
52 positions
#11MeadowBrook Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$MKL$AXP$DIS$SBUX
$113M
186 positions
#12Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MKL$ACN$DIS
$194M
54 positions
#13Terra Alpha Investments LLC
Notable overlap · 4 shared positions
$WM$ACN$CRM$SBUX
$98M
32 positions
#14INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$MKL$AXP$DIS$SBUX
$98M
31 positions
#15CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$MKL$DIS$UBER
$3.4B
50 positions
#16Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$ORLY$DIS
$568M
24 positions
#17MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$MELI$UBER$ISRG
$820M
23 positions
#18Adalta Capital Management LLCPassive
Notable overlap · 3 shared positions
$AXP$MKL$MELI
$209M
97 positions
#19Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$MELI$UBER$DIS
$2.2B
53 positions
#20Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$MKL$CRM$DIS
$475M
153 positions
#21BENDER ROBERT & ASSOCIATESActive
Some overlap · 4 shared positions
$MELI$ISRG$DIS$SBUX
$417M
45 positions
#22F/m Investments LLCPassive
Some overlap · 4 shared positions
$MKL$ISRG$WM$ORLY
$1.5B
333 positions
#23ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$AXP$ORLY
$381M
68 positions
#24Mirova US LLCActive
Some overlap · 4 shared positions
$WM$ACN$ISRG$CRM
$8.8B
42 positions
#25Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$AXP$WM$UBER$CRM
$239M
110 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.