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 Chatterton & Associates

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Chatterton & Associates are Argos Wealth Advisors, Copley Financial Group, Leading Edge Financial Planning, with shared positions in $GLDM, $KLAC, $ASML, $ETN, $ROK, $DOV. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$GLDM $KLAC $ASML

$378M

224 positions

#2Copley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GLDM $KLAC $ETN $ASML

$165M

118 positions

#3Leading Edge Financial Planning LLCActive

Notable overlap · 3 shared positions

$GLDM $ROK $DOV

$562M

78 positions

#4Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $ROK $BA

$174M

77 positions

#5PALLADIEM, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$103M

136 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $DOV $ETN

$374M

117 positions

#7Financial Planning Navigators CORPActive

Notable overlap · 3 shared positions

$GLDM $DOV $ASML

$267M

70 positions

#8R. W. Roge & Company, Inc.Active

Notable overlap · 3 shared positions

$GLDM $NOC $DIS

$239M

69 positions

#9Bangor Savings BankActive

Notable overlap · 5 shared positions

$GLDM $FTNT $DOV $VRTX $BA

$1.4B

543 positions

#10Kraft, Davis & Associates, LLCActive

Notable overlap · 5 shared positions

$GLDM $KLAC $ASML $MRVL $DOV

$479M

155 positions

#11RM Financial Services, LLCPassive

Notable overlap · 3 shared positions

$GLDM $BA $ETN

$135M

79 positions

#12OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $ROK $ASML

$1.8B

139 positions

#13PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $ETN $CVS

$242M

78 positions

#14Jones Kertz & Associates, Inc.Active

Notable overlap · 3 shared positions

$KLAC $BA $VRTX

$217M

66 positions

#15Capital Planning Advisors, LLC

Notable overlap · 4 shared positions

$GLDM $ETN $ASML $FTNT

$692M

146 positions

#16Napier Financial, LLCActive

Notable overlap · 4 shared positions

$GLDM $BA $MRVL $NOC

$480M

472 positions

#17Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $KLAC

$448M

156 positions

#18Bensler, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ASML $VRTX $STRL

$1.1B

198 positions

#19Camarda Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$KLAC $BA $ASML $MRVL

$331M

122 positions

#20Lafayette Investments, Inc.Active

Notable overlap · 3 shared positions

$KLAC $ASML $DIS

$542M

162 positions

#21Mission Creek Capital Partners, Inc.Passive

Notable overlap · 4 shared positions

$GLDM $ETN $ASML $MRVL

$569M

231 positions

#22EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $NOC $ETN $ASML

$369M

77 positions

#23Parcion Private Wealth LLCPassive

Notable overlap · 3 shared positions

$GLDM $KLAC $ETN

$1.8B

529 positions

#24Eagle Bluffs Wealth Management LLCActive

Some overlap · 3 shared positions

$KLAC $DIS $MRVL

$299M

86 positions

#25Fortis Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $DIS $CVS

$214M

122 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.