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Hedge Funds Similar to 3Chopt Investment Partners

13F Portfolio OverlapQ2 20263Chopt Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

3Chopt Investment Partners, LLC is an institutional investor managing $532M across 274 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 3Chopt Investment Partners are Kinsale Group, HF Advisory Group, Hartford Funds, with shared positions in $PM, $MCK, $WMB, $PGR, $ACGL, $SCHW. The full ranking of 25 similar funds is below.

#1Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$PM$MCK$WMB$PGR$ACGL$SCHW
$754M
41 positions
#2HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$PM$MO$WFC$BKNG$GILD$SCHW
$323M
168 positions
#3Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$PM$KLAC$WMB$WFC$GILD
$1.3B
98 positions
#4Keystone Financial ServicesActive
Some overlap · 5 shared positions
$PM$MCK$WFC$BKNG$SCHW
$388M
131 positions
#5O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$PM$MO$WMB$GILD$MPC
$125M
61 positions
#6FCF Advisors LLCPassive
Some overlap · 5 shared positions
$MCK$KLAC$MO$BKNG$GILD
$544M
58 positions
#7Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$PM$MO$KLAC$WFC$BKNG$SCHW
$112M
176 positions
#8Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$MCK$KLAC$BKNG$MPC$ACGL$SCHW
$2.5B
166 positions
#9ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$PM$MCK$WFC$BKNG$SCHW
$1.5B
282 positions
#10TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$MO$WMB$MPC$SCHW
$686M
151 positions
#11FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PM$WFC$MCK$BKNG$SCHW
$355M
257 positions
#12LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$PM$MO$NSC$PGR$SCHW
$17.5B
169 positions
#13Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$KLAC$WFC$MCK$PM$WMB
$258M
228 positions
#14Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$KLAC$WFC$MCK$PM$WMB
$259M
233 positions
#15CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PM$WFC$BKNG$MCK$SCHW
$289M
192 positions
#16Philadelphia Investment Partners, LLCPassive
Some overlap · 6 shared positions
$KLAC$MCK$BKNG$MPC$PM$MO
$161M
189 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$PM$MO$NSC$PGR$WFC
$252M
43 positions
#18COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MO$PM$WMB$WFC
$166M
88 positions
#19SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PM$WMB$WFC$GILD
$296M
134 positions
#20Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$MO$MCK$BKNG$VST$MPC
$1.9B
118 positions
#21Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$PM$MCK$BKNG$GILD
$894M
60 positions
#22Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$PM$WFC$GILD$BKR$SCHW
$680M
199 positions
#23Trajan Wealth LLCActive
Some overlap · 5 shared positions
$PM$BKNG$WFC$NSC$SCHW
$2.6B
152 positions
#24VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$KLAC$MO$PM$GILD$MCK
$900M
1,056 positions
#25CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$PM$VST$PGR$SCHW
$331M
90 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.