13F Pro

Hedge Funds Similar to Challenger Wealth

13F Portfolio OverlapQ1 2026Challenger Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Challenger Wealth Management is an institutional investor managing $125M across 58 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 Challenger Wealth are Sandro Wealth, Michael Brady & ,, WINDWARD /CA, with shared positions in $TT, $TMUS, $TJX, $PWR, $HCA, $ASML. The full ranking of 25 similar funds is below.

#1Sandro Wealth Management LLCPassive
Notable overlap · 9 shared positions
$TT$TMUS$TJX$PWR$HCA$ASML
$125M
99 positions
#2Michael Brady & Co., LLCActive
Notable overlap · 5 shared positions
$CRM$TJX$TT$ADP$PH
$100M
54 positions
#3WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CRM$TJX$LMT$DUK$ASML
$1.2B
69 positions
#4CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TJX$TMUS$ADP$PWR$DUK
$739M
164 positions
#5Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$CRM$TMUS$MPC$ADP$MO
$1.9B
118 positions
#6SAGE ADVISORS, LLC
Some overlap · 3 shared positions
$ARCC$PWR$MO
$151M
48 positions
#7STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 6 shared positions
$TJX$ASML$CTAS$TT$DUK$NOC
$715M
72 positions
#8Tuttle Capital Management, LLCPassive
Some overlap · 6 shared positions
$CRM$TMUS$LMT$HCA$NOC$PH
$61M
124 positions
#9Melia Wealth LLCActive
Some overlap · 3 shared positions
$ARCC$DUK$OKE
$207M
22 positions
#10PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 3 shared positions
$ARCC$DUK$OKE
$207M
22 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LMT$TJX$DUK$TMUS$KO
$272M
95 positions
#12O'Domhnaill Enterprises, Inc.Passive
Some overlap · 8 shared positions
$LMT$MPC$NOC$KO$MO$WMB
$124M
55 positions
#13PCG Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRM$OKE$HCA
$395M
164 positions
#14Base Wealth Management LLCActive
Some overlap · 3 shared positions
$CRM$KO$CTAS
$179M
60 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$LMT$NOC$KO$WMB
$446M
104 positions
#16Stillwater Wealth Management GroupPassive
Some overlap · 5 shared positions
$TJX$LMT$KO$MO$NOC
$162M
77 positions
#17Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$TMUS$PWR$ASML
$1.4B
170 positions
#18Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$TJX$LMT$ADP$NOC
$131M
77 positions
#19ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 3 shared positions
$CRM$TMUS$ASML
$3.5B
162 positions
#20Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$TT$HCA$MPC
$156M
98 positions
#21Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$TT$TMUS$PH
$231M
63 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$TJX$LMT$DUK$KO
$353M
78 positions
#23Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$LMT$ADP$DUK$KO$MO
$139M
62 positions
#24WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$TJX$LMT$CTAS$KO
$251M
90 positions
#25Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TJX$CRM$ADP$CTAS
$260M
197 positions

Compare Challenger Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Challenger Wealth’s holdings

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.