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 Chaney ,

13F Portfolio OverlapQ1 2026Chaney , portfolio →

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Most similar hedge funds by 13F overlap

Chaney Capital Management, Inc. is an institutional investor managing $284M across 41 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 Chaney , are Uptown Financial Advisors, JIM SAULNIER & ASSOCIATES,, LPWM, with shared positions in $GMM, $KKR, $SCHW, $MAR, $HUM, $SLV. The full ranking of 25 similar funds is below.

#1Uptown Financial Advisors LLCActive

Notable overlap · 5 shared positions

$GMM $KKR $SCHW $MAR $HUM

$126M

76 positions

#2JIM SAULNIER & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$GMM $SLV $SCHW $MAR $HUM

$205M

139 positions

#3LPWM LLCActive

Notable overlap · 3 shared positions

$GMM $SCHW $MAR

$396M

94 positions

#4McNamara Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$GMM $KKR $HUM $SCHW

$528M

99 positions

#5KFG WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$GMM $SLV $MAR $AMGN

$774M

216 positions

#6Luken Investment Analytics, LLCPassive

Some overlap · 3 shared positions

$GMM $SBUX $HUM

$261M

160 positions

#7JDM Financial Group LLCActive

Some overlap · 4 shared positions

$GMM $SCHW $KKR $HUM

$259M

318 positions

#8Walsh & Associates, LLCPassive

Some overlap · 3 shared positions

$GMM $KKR $HUM

$101M

287 positions

#9Values Added Financial LLCPassive

Some overlap · 3 shared positions

$GMM $KKR $HUM

$238M

134 positions

#10Livet Wealth, LLCPassive

Some overlap · 4 shared positions

$GMM $KKR $SCHW $BA

$157M

117 positions

#11Impact Partnership Wealth, LLCPassive

Some overlap · 3 shared positions

$GMM $SCHW $FLEX

$810M

363 positions

#12BRIGHTON SECURITIES CORP.Smart money

Some overlap · 3 shared positions

$GMM $KKR $HUM

$208M

47 positions

#13CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$GMM $SCHW $MDT

$971M

146 positions

#14VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Some overlap · 4 shared positions

$KKR $SLV $GMM $MAR

$11.8B

55 positions

#15Brio Consultants, LLCActive

Some overlap · 5 shared positions

$GMM $SCHW $HUM $KKR $FLEX

$818M

152 positions

#16Zinnia Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$GMM $SCHW $AMD

$89M

96 positions

#17West Wealth Group, LLCActive

Some overlap · 4 shared positions

$GMM $BA $ROST $AMD

$506M

130 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 4 shared positions

$KKR $SLV $SCHW $HUM

$230M

21 positions

#19ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$GMM $KKR $SBUX $MAR

$84M

65 positions

#20Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $HUM $MDT

$237M

119 positions

#21Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$GMM $MAR $HUM $AMD

$509M

132 positions

#22EHRLICH FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$GMM $SLV $KKR $HUM

$174M

112 positions

#23Schwallier Wealth Management LLCActive

Some overlap · 3 shared positions

$GMM $SLV $HUM

$137M

58 positions

#24Rodgers & Associates, LTDActive

Some overlap · 4 shared positions

$GMM $SLV $SCHW $KKR

$982M

101 positions

#25Archer Investment Management, LLCPassive

Some overlap · 3 shared positions

$GMM $MAR $HUM

$238M

108 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.