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Hedge Funds Similar to Chaney

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

Chaney Capital Management, Inc. is an institutional investor managing $318M across 45 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 Chaney are SUMMITRY, Investment Research & Advisory Group, Hanson & Doremus Investment, with shared positions in $SCHW, $SBUX, $MDT, $ROST, $AMGN, $BA. The full ranking of 25 similar funds is below.

#1SUMMITRY LLCPassive
Some overlap · 5 shared positions
$SCHW$SBUX$MDT$ROST$AMGN
$3.0B
340 positions
#2Investment Research & Advisory Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$SBUX$BA
$324M
314 positions
#3Hanson & Doremus Investment ManagementActive
Some overlap · 4 shared positions
$SCHW$BA$MDT$AMGN
$983M
484 positions
#4Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$SCHW$SBUX$AMGN
$149M
116 positions
#5Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$SCHW$SBUX$XYZ
$189M
139 positions
#6Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$BA$CRWD
$8.4B
227 positions
#7Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$BA$CRWD
$146M
73 positions
#8Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$MDT$AMGN
$125M
365 positions
#9Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SCHW$BA$CRWD
$282M
73 positions
#10Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$MDT$CRWD
$218M
184 positions
#111248 Management, LLCActive
Some overlap · 3 shared positions
$SCHW$AMGN$CRWD
$256M
149 positions
#12Harrington Investments, INCPassive
Some overlap · 3 shared positions
$SCHW$SBUX$AMGN
$206M
82 positions
#13Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$BA$MDT$AMGN
$300M
123 positions
#14WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SCHW$BA$AMGN
$575M
82 positions
#15Cypress Capital, LLCActive
Some overlap · 4 shared positions
$SCHW$SBUX$MDT$AMGN
$370M
113 positions
#16TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$SCHW$MDT$AMGN
$143M
104 positions
#17Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$SCHW$SBUX$AMGN
$170M
121 positions
#18Voya Financial Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$SCHW$SBUX$MDT
$1.1B
208 positions
#19DELTA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SCHW$MDT$AMGN
$217M
108 positions
#20BECKER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$SCHW$AMGN$FLEX
$3.7B
303 positions
#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Slight overlap · 5 shared positions
$SCHW$SBUX$BA$AMGN$CRWD
$152M
84 positions
#22TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Slight overlap · 3 shared positions
$SCHW$BA$CRWD
$238M
118 positions
#23Nabity-Jensen Investment Management IncActive
Slight overlap · 3 shared positions
$SCHW$SBUX$BA
$163M
70 positions
#24Gs Investments, Inc.Passive
Slight overlap · 3 shared positions
$SCHW$ROST$AMGN
$138M
133 positions
#25ProVise Management Group, LLCPassive
Slight overlap · 3 shared positions
$SCHW$MDT$AMGN
$1.5B
282 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.