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 CHARLES SCHWAB INVESTMENT

13F Portfolio OverlapQ1 2026CHARLES SCHWAB INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

CHARLES SCHWAB INVESTMENT MANAGEMENT INC is an institutional investor managing $654.5B across 3,455 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 CHARLES SCHWAB INVESTMENT are EDGAR LOMAX /VA, Center for Wealth Advisory, Principal Street Partners,, with shared positions in $KO, $UNH, $COP, $TXN, $ABT, $AMGN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Some overlap · 10 shared positions

$KO $UNH $COP $TXN $ABT $AMGN

$1.4B

56 positions

#2Center for Wealth Management AdvisoryActive

Some overlap · 9 shared positions

$KO $VZ $UNH $COP $ABT $LMT

$139M

62 positions

#3Principal Street Partners, LLCPassive

Some overlap · 8 shared positions

$KO $VZ $TXN $AMGN $LMT $BMY

$613M

247 positions

#4Carolina Wealth Advisors, LLCPassive

Some overlap · 8 shared positions

$KO $VZ $TXN $AMGN $LMT $BMY

$240M

278 positions

#5CFC Planning Co LLCPassive

Some overlap · 7 shared positions

$KO $VZ $UNH $COP $TXN $AMGN

$140M

72 positions

#6PENN DAVIS MCFARLAND INCActive

Some overlap · 9 shared positions

$UNH $TXN $LMT $VZ $AMGN $KO

$1.0B

75 positions

#7Buck Wealth Strategies, LLCActive

Some overlap · 7 shared positions

$KO $VZ $UNH $AMGN $LMT $CCZ

$810M

166 positions

#8Commonwealth Retirement Investments LLCPassive

Some overlap · 7 shared positions

$UNH $ABT $AMGN $COP $LMT $BMY

$323M

122 positions

#9BONTEMPO OHLY CAPITAL MGMT LLCActive

Some overlap · 6 shared positions

$KO $VZ $UNH $TXN $AMGN $ACN

$222M

34 positions

#10Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$KO $VZ $COP $TXN $AMGN $LMT

$245M

98 positions

#11Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$KO $UNH $COP $AMGN $LMT $ACN

$218M

69 positions

#12Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$VZ $COP $ABT $TXN $AMGN $LMT

$103M

80 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$KO $VZ $AMGN $LMT $BMY $MO

$480M

133 positions

#14First City Capital Management, Inc.Passive

Some overlap · 6 shared positions

$KO $VZ $LMT $AMGN $BMY $MO

$189M

160 positions

#15Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$VZ $ABT $KO $AMGN $LMT $MO

$170M

82 positions

#16Verity & Verity, LLCActive

Some overlap · 6 shared positions

$VZ $TXN $AMGN $LMT $ACN $MO

$1.3B

138 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$KO $VZ $UNH $TXN $AMGN

$477M

70 positions

#18KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 6 shared positions

$VZ $ABT $AMGN $LMT $BMY $MO

$188M

174 positions

#19Texas Bank & Trust CoPassive

Some overlap · 6 shared positions

$KO $TXN $ABT $ACN $LMT $VZ

$266M

176 positions

#201834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$VZ $COP $LMT $TXN $BMY $MO

$801M

206 positions

#21CONNING INC.Passive

Some overlap · 5 shared positions

$KO $VZ $UNH $COP $BMY

$3.0B

311 positions

#22BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$KO $VZ $COP $ABT $LMT

$199M

110 positions

#23HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$KO $VZ $COP $AMGN $LMT

$351M

81 positions

#24William B. Walkup & Associates, Inc.Active

Some overlap · 5 shared positions

$VZ $UNH $COP $ABT $KO

$167M

163 positions

#25Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 5 shared positions

$KO $UNH $TXN $ABT $ACN

$39.1B

628 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.