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Hedge Funds Similar to Challenger Wealth

13F Portfolio OverlapQ2 2026Challenger Wealth portfolio →
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Most similar hedge funds by 13F overlap

Challenger Wealth Management is an institutional investor managing $136M across 65 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 Challenger Wealth are Sandro Wealth, Columbus Macro, CAMDEN NATIONAL BANK, with shared positions in $TT, $ASML, $PWR, $TJX, $TMUS, $CTAS. The full ranking of 25 similar funds is below.

#1Sandro Wealth Management LLCPassive
Notable overlap · 8 shared positions
$TT$ASML$PWR$TJX$TMUS$CTAS
$138M
103 positions
#2Columbus Macro, LLCPassive
Some overlap · 7 shared positions
$ARCC$LMT$ADP$PH$MO$WMB
$1.0B
207 positions
#3CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TJX$PWR$ADP$TMUS$DUK
$767M
184 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$LMT$TT$ADP$WMB$OKE
$467M
118 positions
#5United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$ASML$MPC$TJX$LMT$DUK
$763M
98 positions
#6Segment Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ASML$MPC$CTAS$TJX$PH
$1.9B
312 positions
#7Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$ASML$PWR$TMUS
$1.6B
184 positions
#8HORAN Wealth, LLCActive
Some overlap · 4 shared positions
$TJX$TT$ASML$WMB
$1.2B
217 positions
#9CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$PWR$ADP$TJX$CTAS$PH
$456M
67 positions
#10Bank OZKPassive
Some overlap · 4 shared positions
$TT$PWR$TJX$TMUS
$337M
159 positions
#11Nvest Financial, LLCPassive
Some overlap · 5 shared positions
$TJX$ASML$ADP$LMT$PH
$316M
150 positions
#12MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$LMT$MPC$DUK$MO$WMB
$628M
202 positions
#13Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$TT$LMT$PWR$WMB$ASML
$1.1B
216 positions
#14Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$TJX$TT$TMUS$PH
$253M
63 positions
#15Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$LMT$ADP$DUK
$596M
127 positions
#16Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$TJX$LMT$ADP$PH
$129M
79 positions
#17Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$LMT$ADP$DUK
$817M
89 positions
#18FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$ARCC$ASML$PH
$206M
80 positions
#19Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$TJX$TT$ADP$PH
$113M
58 positions
#20HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$LMT$TJX$ADP$DUK
$321M
107 positions
#21Integras Partners LLCPassive
Some overlap · 4 shared positions
$ARCC$LMT$DUK$PWR
$181M
100 positions
#22Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$TT$MPC$HCA
$186M
132 positions
#23GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PWR$TJX$DUK$PH$HIG
$13.1B
825 positions
#24HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$TJX$ADP$CTAS$DUK
$410M
53 positions
#25FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$TJX$TT$ASML
$118M
56 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.