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Hedge Funds Similar to Chatterton & Associates

13F Portfolio OverlapQ1 2026Chatterton & Associates portfolio →
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Most similar hedge funds by 13F overlap

Chatterton & Associates Inc. is an institutional investor managing $170M across 101 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 Chatterton & Associates are Planning Advisors,, Cassaday & Wealth, Daviman Financial,, with shared positions in $GLDM, $SE, $IBM, $GEV, $LEN, $MDLZ. The full ranking of 25 similar funds is below.

#1Capital Planning Advisors, LLCPassive
Notable overlap · 4 shared positions
$GLDM$SE$IBM$GEV
$692M
146 positions
#2Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$SE$IBM
$4.7B
1,361 positions
#3Daviman Financial, LLCPassive
Some overlap · 3 shared positions
$SE$LEN$GLDM
$169M
84 positions
#4CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$LEN$GLDM$MDLZ
$107M
50 positions
#5Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$GLDM$KLAC$GE$GEV
$2.1B
152 positions
#6Horst & Graben Wealth Management LLCPassive
Some overlap · 4 shared positions
$SE$LEN$GLDM$MDLZ
$729M
195 positions
#7CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$GLDM$GE$IBM$GEV$MS
$241M
70 positions
#8RM Financial Services, LLCActive
Some overlap · 3 shared positions
$GLDM$BA$IBM
$116M
75 positions
#9Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$LEN$MDLZ
$276M
67 positions
#10AIFG Consultants Ltd.
Some overlap · 3 shared positions
$GLDM$GE$GEV
$58M
54 positions
#11OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 3 shared positions
$SE$GLDM$GE
$3.7B
337 positions
#12Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 3 shared positions
$GLDM$GE$GEV
$4.4B
40 positions
#13Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$LEN$SE$GLDM$MDLZ
$115M
115 positions
#14Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$GLDM$MDLZ$GEV
$212M
71 positions
#15Skyview Financial Group LLC
Some overlap · 3 shared positions
$KLAC$BA$MS
$97M
57 positions
#16EVEXIA WEALTH LLCActive
Some overlap · 4 shared positions
$KLAC$NOC$GEV$MS
$364M
84 positions
#17Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$SE$KLAC$GEV
$1.8B
49 positions
#18Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$GE$GEV
$150M
134 positions
#19Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$IBM$BA
$1.3B
542 positions
#20One Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$LEN$GLDM$MDLZ
$803M
304 positions
#21Dentgroup LLC
Some overlap · 3 shared positions
$LEN$SE$MDLZ
$146M
93 positions
#22IFS Group,LLCPassive
Some overlap · 4 shared positions
$SE$BA$GE$GEV
$112M
144 positions
#23MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$GLDM$BA$GE$IBM
$121M
61 positions
#24CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$LEN$BA$GEV
$583M
113 positions
#25Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$KLAC$NOC
$201M
144 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.