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Hedge Funds Similar to Charter Oak Advisors

13F Portfolio OverlapQ2 2026Charter Oak Advisors portfolio →
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Most similar hedge funds by 13F overlap

Charter Oak Advisors LP is an institutional investor managing $182M across 14 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 Charter Oak Advisors are SCOPIA, AYAL Advisors Ltd, Portolan, with shared positions in $RRX, $AER, $VVV, $GLNG, $KBR, $MOD. The full ranking of 7 similar funds is below.

#1SCOPIA CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$RRX$AER$VVV
$112M
19 positions
#2AYAL Capital Advisors LtdActive
Some overlap · 3 shared positions
$RRX$GLNG$KBR
$370M
44 positions
#3Portolan Capital Management, LLCPassive
Some overlap · 3 shared positions
$MOD$TLN$RRX
$2.7B
148 positions
#4Gates Capital Management, Inc.Active
Some overlap · 3 shared positions
$COO$PNR$KBR
$4.2B
35 positions
#5BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MOD$CR$RRX
$813M
120 positions
#6Clearline Capital LPActive
Some overlap · 3 shared positions
$TLN$GLNG$KBR
$1.7B
102 positions
#7SNYDER CAPITAL MANAGEMENT L PActive
Slight overlap · 3 shared positions
$ICE$VVV$KBR
$5.8B
69 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.