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Hedge Funds Similar to Chancellor Financial Group WB

13F Portfolio OverlapQ1 2026Chancellor Financial Group WB portfolio →
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Most similar hedge funds by 13F overlap

Chancellor Financial Group WB LP is an institutional investor managing $141M across 140 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 Chancellor Financial Group WB are Catherine Avery Investment, Aull & Monroe Investment, Massachusetts Wealth, with shared positions in $NEE, $C, $BAC, $VZ, $MCD, $CMI. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$NEE$C$BAC$VZ$MCD$CMI
$223M
109 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$CMI$BAC$DE$VZ$WM
$215M
125 positions
#3Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$C$BAC$CMI$DE$GE$GEV
$231M
98 positions
#4Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$NEE$C$BAC$UNH
$9.8B
213 positions
#5NS Partners LtdActive
Some overlap · 6 shared positions
$NEE$BAC$UNH$GE$MCD$GEV
$2.2B
71 positions
#6Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$C$BAC$VZ$GE$GEV$NEE
$685M
380 positions
#7Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$NEE$C$BAC$PPL
$1.1B
193 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$C$UNH$VZ
$477M
70 positions
#9BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$NEE$BAC$DE$UNH$HUM
$2.9B
120 positions
#10VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$C$BAC$VZ
$976M
142 positions
#11CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$BAC$UNH$GE$GEV
$1.3B
118 positions
#12VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 6 shared positions
$NEE$BAC$UNH$DE$GE$GEV
$127M
91 positions
#13MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 3 shared positions
$NEE$C$DE
$84M
21 positions
#14BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$NEE$CMI$VZ$ADM$MCD
$380M
98 positions
#15RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$BAC$DE$UNH$MCD
$3.7B
111 positions
#16Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$NEE$VZ$GE$MCD$GEV
$147M
64 positions
#17Constitution Capital LLCActive
Some overlap · 6 shared positions
$NEE$UNH$GEV$WM$MCD$DE
$200M
61 positions
#18FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$C$BAC$MCD
$5.0B
201 positions
#19SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NEE$DE$VZ$MCD$BAC
$198M
49 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$BAC$DE$VZ$MCD
$170M
82 positions
#21Enhancing Capital LLCPassive
Some overlap · 4 shared positions
$NEE$CMI$MCD$WM
$135M
86 positions
#22Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$C$CMI$BAC$VZ
$891M
88 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$NEE$CMI$DE$WM
$1.2B
69 positions
#24DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$CMI$BAC$C$DE$HUM
$240M
84 positions
#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$NEE$BAC$UNH$VZ$MCD$WM
$246M
145 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.