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Hedge Funds Similar to CHAPMAN FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026CHAPMAN FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

CHAPMAN FINANCIAL GROUP, LLC is an institutional investor managing $140M across 265 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 CHAPMAN FINANCIAL GROUP, are B. Metzler seel. Sohn & AG, Compagnie Lombard Odier SCmA, FIRST FINANCIAL BANKSHARES, with shared positions in $TMO, $KO, $C, $PANW, $MCD, $UBER. The full ranking of 25 similar funds is below.

#1B. Metzler seel. Sohn & Co. AGActive
Notable overlap · 6 shared positions
$TMO$KO$C$PANW$MCD$UBER
$10.8B
712 positions
#2Compagnie Lombard Odier SCmAActive
Notable overlap · 7 shared positions
$BAC$TMO$PANW$MCD$KO$UBER
$8.1B
454 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Notable overlap · 6 shared positions
$BAC$KO$C$LHX$MCD$VLTO
$5.0B
201 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$KO$BAC$C$LHX$MCD
$223M
109 positions
#5Covea FinanceActive
Some overlap · 6 shared positions
$TMO$BAC$LHX$KO$PANW$WM
$2.9B
146 positions
#6United Asset Strategies, Inc.Passive
Some overlap · 6 shared positions
$BAC$PANW$VLTO$TMO$C$WT
$1.3B
257 positions
#7Howard Capital Management Group, LLCActive
Some overlap · 5 shared positions
$KO$TMO$PANW$IQV$CRM
$1.5B
143 positions
#8Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BAC$TMO$KO$MCD$CRM
$210M
79 positions
#9BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 7 shared positions
$BAC$C$MCD$KO$UBER$CRM
$176M
78 positions
#10Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$TMO$KO$USB$UBER$CRM
$39.1B
628 positions
#11Quilter PlcActive
Some overlap · 4 shared positions
$TMO$KO$BAC$PANW
$5.7B
124 positions
#12Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$KO$BAC$USB$C$NLY
$303M
121 positions
#13Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$TMO$BAC$C$CRM
$147M
35 positions
#14Delta Global Management LPPassive
Some overlap · 5 shared positions
$C$BAC$PANW$TOST$CBRE
$1.2B
154 positions
#15Asio Capital, LLCActive
Some overlap · 6 shared positions
$C$PANW$TMO$BAC$UBER$FANG
$712M
110 positions
#16Mirova US LLCActive
Some overlap · 5 shared positions
$TMO$PANW$VLTO$WM$CRM
$8.8B
42 positions
#17Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$USB$BAC$MCD$KO$WM$ITW
$245M
98 positions
#18ECOFI INVESTISSEMENTS SAPassive
Some overlap · 5 shared positions
$TMO$VLTO$IQV$WM$CRM
$55M
36 positions
#19WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 5 shared positions
$BAC$TMO$PANW$MCD$CRM
$518M
197 positions
#20DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$BAC$LHX$TMO$WM$CRM$FANG
$16.0B
187 positions
#21Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$TMO$PANW$USB$UBER$CRM
$175M
134 positions
#22PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$TMO$BAC$WM$CRM$CBRE
$34.1B
135 positions
#23Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$BAC$USB$LHX$MCD$WM
$179M
59 positions
#24Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$TMO$BAC$LDOS$CRM$FANG
$581M
125 positions
#25PARK NATIONAL CORP /OH/Passive
Some overlap · 6 shared positions
$KO$PANW$WT$MCD$WM$CRM
$3.3B
381 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.