13F Pro

Hedge Funds Similar to Charter , \DE

13F Portfolio OverlapQ2 2026Charter , \DE portfolio →
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Most similar hedge funds by 13F overlap

Charter Capital Management, LLC\DE is an institutional investor managing $226M across 75 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Charter , \DE are PCB, Signet Investment Advisory Group, Aristotle, with shared positions in $APH, $USB, $FLEX, $WFC, $VZ, $UPS. The full ranking of 25 similar funds is below.

#1PCB Capital LLCPassive
Some overlap · 6 shared positions
$APH$USB$FLEX$WFC$VZ$UPS
$82M
114 positions
#2Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$CSX$USB$NEE
$227M
73 positions
#3Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$USB$UBER$TDY$WFC$VZ
$47.7B
212 positions
#4NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$USB$CSX$LNT$WFC$VZ$DUK
$863M
131 positions
#5SMA Capital LLCPassive
Some overlap · 4 shared positions
$CSX$APH$TDY$JCI
$238M
121 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$MS$WFC$NEE$DUK$BMY
$1.3B
58 positions
#7RATIONAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$WEC$UBER$LNT$WFC$NEE
$1.1B
195 positions
#8SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WEC$UBER$LNT$WFC$NEE
$1.7B
248 positions
#9PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$WEC$UBER$LNT$WFC$NEE
$421M
110 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$MS$WFC$NEE$MTB
$1.2B
106 positions
#11STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 6 shared positions
$WEC$USB$WFC$VZ$DUK$BMY
$395M
283 positions
#12INCOME RESEARCH & MANAGEMENTPassive
Some overlap · 5 shared positions
$WEC$UBER$LNT$NEE$WFC
$184M
30 positions
#13Community Bank of RaymoreActive
Some overlap · 5 shared positions
$USB$CSX$NEE$GATX$DUK
$170M
76 positions
#14First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$APH$UBER$USB$NEE
$1.4B
73 positions
#15Thomasville National BankPassive
Some overlap · 4 shared positions
$USB$WEC$UBER$DUK
$1.8B
241 positions
#16TOWNSQUARE CAPITAL LLCPassive
Some overlap · 6 shared positions
$USB$FLEX$APH$WFC$VZ$UPS
$544M
285 positions
#17Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$USB$MS$VZ$UPS$DUK
$159M
62 positions
#18DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$APH$WEC$NEE$VZ
$1.8B
269 positions
#19SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CSX$UBER$APH$WFC
$255M
144 positions
#20Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$CW$APH$FLEX$PWR
$590M
131 positions
#21Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$USB$WFC$VZ$APH$DUK
$116M
65 positions
#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$APH$WEC$WFC$CW
$1.3B
99 positions
#23HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$WEC$NEE$DUK
$410M
53 positions
#24CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 4 shared positions
$WEC$UBER$LNT$NEE
$3.4B
73 positions
#25Magellan Asset Management LtdActive
Some overlap · 5 shared positions
$WEC$LNT$CSX$NEE$DUK
$4.5B
78 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.