How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Charter , \DE

13F Portfolio OverlapQ1 2026Charter , \DE portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Charter Capital Management, LLC\DE is an institutional investor managing $200M across 70 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 Charter , \DE are Forum Private Client Group, Ariston Services Group, Piedmont ,, with shared positions in $KKR, $HUM, $USB, $VZ, $WEC, $MS. The full ranking of 25 similar funds is below.

#1Forum Private Client Group LLCActive

Substantial overlap · 4 shared positions

$KKR $HUM $USB $VZ

$300M

80 positions

#2Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $WEC

$167M

71 positions

#3Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $HUM $VZ

$197M

50 positions

#4MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $VZ $MS $DUK

$557M

185 positions

#5SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $USB $AMD

$272M

554 positions

#6Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $USB $WEC

$249M

74 positions

#7truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $HUM $WEC $MS

$97M

49 positions

#8Operose Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $AMD $VZ $MS

$431M

593 positions

#9Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $HUM $WFC $AMD

$98M

197 positions

#10Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MTB

$1.1B

844 positions

#11White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $USB

$721M

145 positions

#12Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$KKR $USB $WEC $VZ

$462M

228 positions

#13Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $UBER

$255M

70 positions

#14Investment Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$393M

194 positions

#15Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $USB $HUM $BMY

$236M

81 positions

#16Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $USB $HUM

$320M

972 positions

#17DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $HUM $CSX $NEE $MS

$461M

353 positions

#18HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $AMD

$238M

142 positions

#19PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $HUM $AMD

$177M

77 positions

#20GSG Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$385M

137 positions

#21Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $USB

$341M

64 positions

#22Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $AMD

$116M

80 positions

#23Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $VZ $MS

$453M

103 positions

#24AF Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$KKR $WFC $HUM

$181M

26 positions

#25Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $WFC $NEE $MS

$124M

101 positions

Compare Charter , \DE’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 Charter , \DE’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.