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Hedge Funds Similar to Chung Wu Investment Group,

13F Portfolio OverlapQ1 2026Chung Wu Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Chung Wu Investment Group, LLC is an institutional investor managing $116M across 259 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 Chung Wu Investment Group, are WASHBURN ,, Worth Asset ,, THAMES, with shared positions in $DIA, $GEV, $GE, $MS, $MU, $LITE. The full ranking of 25 similar funds is below.

#1WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$DIA$GEV$GE$MS
$172M
56 positions
#2Worth Asset Management, LLCPassive
Notable overlap · 4 shared positions
$DIA$GEV$MU$MS
$268M
182 positions
#3THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$MU$GEV$LITE$TMO$AAOI$GE
$558M
43 positions
#4FSA Advisors, Inc.Passive
Notable overlap · 3 shared positions
$TMO$GEV$VST
$152M
192 positions
#5Second Half Financial Partners, LLCActive
Notable overlap · 3 shared positions
$TMO$DIA$DUK
$222M
96 positions
#6LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$TMO$MU$GE$GEV
$279M
80 positions
#7PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$TMO$GEV$MU$MTZ$AGQ$GE
$594M
178 positions
#8FOCUS Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DIA$GE$GEV
$205M
59 positions
#9Retireful, LLCPassive
Notable overlap · 6 shared positions
$MU$GEV$MTZ$LITE$ETR$SCCO
$71M
84 positions
#10Gunderson Capital Management Inc.Passive
Notable overlap · 6 shared positions
$MU$GEV$AGQ$GE$VST$CCJ
$239M
46 positions
#11London & Capital Asset Management LtdActive
Notable overlap · 4 shared positions
$TMO$GEV$GE$UNH
$9.2B
223 positions
#12TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 5 shared positions
$MU$TMO$LITE$GE$CCJ
$671M
59 positions
#13Pinnacle Holdings, LLCPassive
Notable overlap · 4 shared positions
$DIA$AM$UNH$ET
$309M
233 positions
#14BLUE JEAN FINANCIAL LLCPassive
Some overlap · 7 shared positions
$GEV$MU$AAOI$GE$CCJ$VIK
$121M
68 positions
#15Aventura Private Wealth, LLCPassive
Some overlap · 4 shared positions
$TMO$MS$GE$UNH
$273M
904 positions
#16Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$MU$GEV$MS$GE
$227M
77 positions
#17Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$MTZ$GEV$MU$LITE$BE
$133M
81 positions
#18Telligent Fund, LPActive
Some overlap · 4 shared positions
$MU$GEV$LITE$GE
$94M
24 positions
#19Mill Capital Management, LLCActive
Some overlap · 4 shared positions
$MU$TMO$UNH$GE
$1.3B
130 positions
#20TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$DIA$AGQ$TMO
$778M
133 positions
#21StoryOne LLCActive
Some overlap · 4 shared positions
$DIA$GEV$GE$MU
$177M
73 positions
#22ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$MU$GEV$MS$VST
$1.9B
182 positions
#23Prota Financial, LLCActive
Some overlap · 4 shared positions
$TMO$MS$GEV$GE
$138M
67 positions
#24First Washington CORPActive
Some overlap · 3 shared positions
$MU$MTZ$GEV
$353M
50 positions
#25GROUPAMA ASSET MANAGMENTActive
Some overlap · 4 shared positions
$MU$TMO$GEV$ETR
$6.8B
395 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.