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Hedge Funds Similar to Chico Wealth RIA

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

Chico Wealth RIA is an institutional investor managing $164M across 37 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 Chico Wealth RIA are TILIA FIDUCIARY PARTNERS,, Geneva Partners,, Alight, with shared positions in $KLAC, $VLO, $AJG, $GRWG, $IREN, $CIFR. The full ranking of 7 similar funds is below.

#1TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$KLAC$VLO$AJG
$182M
115 positions
#2Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$VLO$GRWG
$208M
63 positions
#3Alight Capital Management LPPassive
Some overlap · 3 shared positions
$KLAC$IREN$CIFR
$417M
64 positions
#4Pacific Capital Partners LtdPassive
Some overlap · 3 shared positions
$KLAC$AJG$BF-A
$101M
38 positions
#5Value Aligned Research Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$IREN$CIFR
$20.7B
107 positions
#6Howard Capital Management Inc.Active
Slight overlap · 3 shared positions
$KLAC$GRWG$VLO
$6.1B
332 positions
#7DKM Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$GRWG$IREN$CIFR
$139M
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.