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Hedge Funds Similar to CHAPMAN FINANCIAL GROUP

13F Portfolio OverlapQ2 2026CHAPMAN FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

CHAPMAN FINANCIAL GROUP, LLC is an institutional investor managing $150M across 260 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 CHAPMAN FINANCIAL GROUP are Strategic Wealth Investment Group, PROFESSIONAL ADVISORY SERVICES, Chesley Taft & Associates, with shared positions in $TMO, $PEP, $UBER, $WM, $AXP, $CRM. The full ranking of 25 similar funds is below.

#1Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$TMO$PEP$UBER$WM$AXP$CRM
$825M
104 positions
#2PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$TMO$PEP$USB$ASML
$836M
93 positions
#3Chesley Taft & Associates LLCActive
Some overlap · 8 shared positions
$PEP$C$TMO$ITW$UBER$WM
$2.6B
369 positions
#4Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PEP$USB$C$NLY$MCD
$334M
127 positions
#5BIRCHBROOK, INC.Active
Some overlap · 6 shared positions
$C$PEP$IQV$UBER$WM$CRM
$213M
305 positions
#6Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$TMO$USB$PEP$UBER$CRM
$138M
133 positions
#7Delta Global Management LPPassive
Some overlap · 4 shared positions
$C$PEP$TOST$CBRE
$922M
149 positions
#8Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$TMO$USB$UBER$CRM$ASML
$44.4B
663 positions
#9M. Kraus & CoPassive
Some overlap · 4 shared positions
$TMO$PEP$LHX$ITW
$377M
86 positions
#10S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$TMO$USB$PEP$CBRE
$379M
88 positions
#11Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$TMO$C$ASML$UBER
$118M
25 positions
#12Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$PEP$USB$MCD$ASML$AXP
$968M
178 positions
#13Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$PEP$USB$MCD$ITW$WM
$261M
101 positions
#14MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$TMO$IQV$ASML$CRM$UBER
$446M
84 positions
#15Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$TMO$C$PEP$UBER
$271M
91 positions
#16EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$TMO$IQV$CBRE$C$AXP
$808M
156 positions
#17Thomasville National BankPassive
Some overlap · 6 shared positions
$USB$TMO$ASML$UBER$AXP$CRM
$1.8B
241 positions
#18CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$PEP$USB$ASML$UBER$AXP
$2.3B
150 positions
#19Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$PEP$USB$MCD$WM$AXP
$227M
73 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TMO$PEP$ASML$WM$ITW$UBER
$8.0B
1,334 positions
#21ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$TMO$ASML$CBRE$ITW$AXP
$584M
366 positions
#22InvesTrustPassive
Some overlap · 5 shared positions
$USB$PEP$MCD$ITW$AXP
$260M
95 positions
#23FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$C$PEP$LHX$MCD
$5.3B
210 positions
#24SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$C$PEP$IQV$MCD$WM
$1.3B
97 positions
#25Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PEP$LHX$MCD$WM$AXP
$113M
58 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.