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Hedge Funds Similar to Chancellor Financial Group WB

13F Portfolio OverlapQ2 2026Chancellor Financial Group WB portfolio →
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Most similar hedge funds by 13F overlap

Chancellor Financial Group WB LP is an institutional investor managing $162M across 149 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 Chancellor Financial Group WB are Winthrop, Aull & Monroe Investment, Catherine Avery Investment, with shared positions in $NEE, $CMI, $C, $PEP, $DE, $VZ. The full ranking of 25 similar funds is below.

#1Winthrop Capital Management, LLCPassive
Some overlap · 4 shared positions
$NEE$CMI$C$PEP
$414M
351 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$CMI$DE$PEP$VZ$WM
$239M
126 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$C$CMI$VZ$MCD
$229M
166 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$NEE$CMI$PEP$DE$WM
$1.3B
73 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$CMI$PEP$VZ$MCD
$233M
122 positions
#6Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$C$CMI$PEP$ADM$VZ
$316M
157 positions
#7CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$CMI$NEE$PEP$DE$MCD
$212M
113 positions
#8FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$C$PEP$MCD
$5.3B
210 positions
#9SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$PEP$DE$VZ$MCD
$205M
55 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$NEE$PEP$DE$VZ$MCD
$1.1B
157 positions
#11Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$PEP$DE$VZ$MCD
$181M
81 positions
#12Welch Group, LLCPassive
Some overlap · 5 shared positions
$NEE$PEP$VZ$DE$MCD
$2.9B
326 positions
#13Enhancing Capital LLCPassive
Some overlap · 4 shared positions
$NEE$CMI$MCD$WM
$145M
90 positions
#14Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$C$DE
$135M
57 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$C$CMI$PEP$VZ
$882M
88 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$C$PEP$DE
$530M
92 positions
#17POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$CMI$NEE$DE$VZ
$291M
118 positions
#18Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$CMI$PEP
$170M
121 positions
#19CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$CMI$PEP$DE$C$MCD
$859M
140 positions
#20FARMERS TRUST CO
Some overlap · 5 shared positions
$NEE$C$PEP$VZ$MCD
$637M
203 positions
#21Verity & Verity, LLCActive
Some overlap · 4 shared positions
$NEE$CMI$PEP$VZ
$1.5B
138 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$C$PEP$VZ
$1.1B
146 positions
#23Finivi Inc.Passive
Some overlap · 4 shared positions
$C$NEE$DE$MCD
$195M
111 positions
#24TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$C$PEP$MCD$WM$CMI
$288M
94 positions
#25Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$C$CMI$PEP
$271M
91 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.