How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Charter Oak ,

13F Portfolio OverlapQ1 2026Charter Oak , portfolio →

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Most similar hedge funds by 13F overlap

Charter Oak Capital Management, LLC is an institutional investor managing $1.3B across 208 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 Charter Oak , are FIDUCIARY ADVISORS,, Standpoint Asset ,, Verus Financial Partners,, with shared positions in $BRZE, $MKL, $DHR, $KKR, $DOV, $LEN. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $MKL $DHR $KKR $DOV

$133M

121 positions

#2Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$412M

8 positions

#3Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $MKL $DHR $DOV

$1.1B

121 positions

#4St. Louis Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $DHR $LEN $DOV

$856M

145 positions

#5Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $DHR $KKR $HUM

$382M

55 positions

#6SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $HUM $MS

$103M

37 positions

#7Manuka Financial, LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $KKR $MKL $DOV

$162M

56 positions

#8Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$68M

27 positions

#9Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $HUM $DOV

$1.6B

751 positions

#10STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $HUM

$140M

29 positions

#11Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $HUM

$199M

45 positions

#12Sageworth Trust Co of South DakotaActive

Notable overlap · 5 shared positions

$BRZE $AFRM $LEN $DHR $MKL

$126M

56 positions

#13Gibson Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $TXN

$149M

37 positions

#14WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$BRZE $DHR $MKL $AFRM $NOW $CLS

$243M

977 positions

#15VANGUARD ADVISERS INCSmart money

Notable overlap · 9 shared positions

$BRZE $MKL $AFRM $HUM $KKR $DOV

$25.5B

668 positions

#16James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $HUM

$737M

155 positions

#17Mallini Complete Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$BRZE $AFRM $KKR $HUM $TXN

$126M

61 positions

#18Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $KKR $HUM

$255M

70 positions

#19White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $DHR $AFRM $KKR $HUM $MKL

$721M

145 positions

#20Gleason Group, Inc.Active

Notable overlap · 5 shared positions

$BRZE $DHR $KKR $HUM $MKL

$1.0B

229 positions

#21Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $HUM $DOV

$269M

506 positions

#22New Covenant Trust Company, N.A.Active

Notable overlap · 5 shared positions

$BRZE $MKL $AFRM $KKR $MS

$112M

96 positions

#23Sageworth Trust CoActive

Notable overlap · 5 shared positions

$BRZE $LEN $KKR $DOV $AFRM

$2.3B

172 positions

#24Prime Buchholz LLCActive

Notable overlap · 3 shared positions

$BRZE $AFRM $DOV

$191M

22 positions

#25Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AFRM $DOV

$254M

59 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.