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Hedge Funds Similar to Charles Schwab

13F Portfolio OverlapQ1 2026Charles Schwab portfolio →
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Most similar hedge funds by 13F overlap

Charles Schwab Trust Co is an institutional investor managing $1.8B across 171 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 Charles Schwab are Altiora Financial Group,, Montecito Bank &, Blackhawk Partners,, with shared positions in $SNOW, $UPST, $SE, $IBM, $ABT, $GLDM. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$SNOW$UPST$SE
$607M
110 positions
#2Montecito Bank & TrustPassive
Notable overlap · 4 shared positions
$SNOW$UPST$SE$IBM
$607M
266 positions
#3Blackhawk Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SNOW$UPST$ABT
$273M
141 positions
#4Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$UPST$SNOW$SE
$181M
94 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$SNOW$UPST$GLDM
$530M
86 positions
#6Marotta Asset ManagementActive
Some overlap · 4 shared positions
$SNOW$UPST$DE$IBM
$543M
103 positions
#7Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$SNOW$UPST$ABT$IBM
$227M
74 positions
#8Schiavi & Co LLCSmart money
Some overlap · 5 shared positions
$SNOW$UPST$OKE$ABT$IBM
$337M
50 positions
#9Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$UPST$SNOW$SE
$109M
1,311 positions
#10TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$UPST$DE
$106M
70 positions
#11Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$UPST$GLDM
$215M
95 positions
#12Cornerstone Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$UPST$SNOW$SE
$434M
49 positions
#13HARBOR ADVISORY CORP /MA/Passive
Some overlap · 4 shared positions
$SNOW$SE$ABT$IBM
$333M
79 positions
#14Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$SNOW$SE$GLDM$ABT$IBM
$4.7B
1,361 positions
#154WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$UPST$SE$OKE$ABT$GLDM
$117M
142 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SNOW$SE$DE$ABT
$337M
117 positions
#17Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$SE$SNOW$OKE$IBM
$279M
141 positions
#18ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$SE
$370M
119 positions
#19NOVEM GROUPPassive
Some overlap · 3 shared positions
$SNOW$UPST$SE
$873M
437 positions
#20Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SNOW$SE$IBM
$148M
44 positions
#21TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$UPST$SNOW$PH$IBM
$1.6B
271 positions
#22Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$UPST$SE
$289M
44 positions
#23EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$SNOW$DE
$369M
320 positions
#24BCM ADVISORS, LLCActive
Some overlap · 5 shared positions
$SNOW$DE$GLDM$EPD$PH
$507M
78 positions
#25Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$SNOW$DE$UPST$ABT
$346M
77 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.