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Hedge Funds Similar to CHAPIN DAVIS

13F Portfolio OverlapQ3 2026CHAPIN DAVIS portfolio →
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Most similar hedge funds by 13F overlap

CHAPIN DAVIS, INC. is an institutional investor managing $520M across 258 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CHAPIN DAVIS are VMS Asset Limited, Retireful, WIN ADVISORS, with shared positions in $WDC, $STX, $SNDK, $MRVL, $DDOG, $DELL. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedActive
Substantial overlap · 6 shared positions
$WDC$STX$SNDK$MRVL$DDOG$DELL
$264M
32 positions
#2Retireful, LLCPassive
Substantial overlap · 10 shared positions
$WDC$SNDK$FLEX$MRVL$DELL$DDOG
$116M
86 positions
#3WIN ADVISORS, INCActive
Notable overlap · 9 shared positions
$SNDK$STX$WDC$MRVL$JBL$DELL
$281M
75 positions
#4Central Asset Investments & Management Holdings (HK) LtdActive
Notable overlap · 5 shared positions
$WDC$STX$SNDK$ALAB$MRVL
$253M
20 positions
#5Markin Volterra Fund LPActive
Notable overlap · 8 shared positions
$SNDK$WDC$MRVL$DELL$KLAC$STX
$147M
69 positions
#6WT Asset Management LtdActive
Notable overlap · 4 shared positions
$WDC$STX$SNDK$ALAB
$5.1B
29 positions
#7Fedenia Advisers LLCActive
Notable overlap · 6 shared positions
$SNDK$WDC$STX$MRVL$DELL$KLAC
$425M
121 positions
#8TB Alternative Assets Ltd.Active
Notable overlap · 5 shared positions
$WDC$SNDK$MRVL$STX$ALAB
$488M
35 positions
#9Anther Capital LtdSmart money
Notable overlap · 5 shared positions
$WDC$STX$SNDK$MRVL$ALAB
$3.9B
21 positions
#10Williamson Legacy Group, LLCPassive
Notable overlap · 4 shared positions
$WDC$STX$SNDK$HWM
$201M
75 positions
#11Alta Park Capital, LPActive
Notable overlap · 4 shared positions
$WDC$SNDK$MRVL$DDOG
$1.1B
27 positions
#12Trivest Advisors LtdActive
Notable overlap · 3 shared positions
$WDC$STX$SNDK
$3.2B
15 positions
#13EXCHANGE TRADED CONCEPTS, LLCPassive
Notable overlap · 3 shared positions
$WDC$STX$SNDK
$21.9B
1,580 positions
#14Amanah Holdings TrustSmart money
Notable overlap · 3 shared positions
$WDC$STX$SNDK
$1.8B
21 positions
#15BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 6 shared positions
$WDC$STX$MRVL$KLAC$ALAB$SNDK
$462M
122 positions
#16Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$WDC$STX$MRVL$ALAB
$176M
56 positions
#17KEYSTONE INVESTORS PTE LTDActive
Notable overlap · 4 shared positions
$WDC$STX$MRVL$DDOG
$1.9B
84 positions
#18Gunderson Capital Management Inc.Active
Notable overlap · 5 shared positions
$KLAC$STX$MRVL$SNDK$DELL
$359M
54 positions
#19Parkway Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$WDC$STX$HWM$DELL
$869M
144 positions
#20Camarda Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$KLAC$SNDK$WDC$MRVL$JBL$DDOG
$331M
122 positions
#21Stone Wealth PartnersActive
Notable overlap · 4 shared positions
$WDC$STX$SNDK$DELL
$137M
63 positions
#22Geneva Partners, LLCPassive
Notable overlap · 6 shared positions
$STX$KLAC$MRVL$DELL$VLO$HWM
$334M
81 positions
#23S&T BANK/PAPassive
Notable overlap · 3 shared positions
$WDC$SNDK$FLEX
$333M
445 positions
#24Avala Global LPActive
Notable overlap · 4 shared positions
$STX$WDC$DDOG$NUE
$2.7B
30 positions
#25Park Capital Management, LLC / WIPassive
Notable overlap · 7 shared positions
$SNDK$WDC$STX$KLAC$MRVL$DELL
$197M
224 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.