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Hedge Funds Similar to Charter Oak

13F Portfolio OverlapQ1 2026Charter Oak portfolio →
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Most similar hedge funds by 13F overlap

Charter Oak Capital Management, LLC is an institutional investor managing $1.3B across 208 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Charter Oak are Wealth Advisors of Tampa Bay, MATRIX ASSET ADVISORS, Somerset, with shared positions in $ADI, $PNC, $MDT, $CRM, $NEE, $MCD. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$ADI$PNC$MDT$CRM$NEE$MCD
$327M
94 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$MS$PNC$TXN$TEL$MDT$NEE
$1.2B
106 positions
#3Somerset Trust CoPassive
Some overlap · 6 shared positions
$ADI$MS$MDT$NEE$PEP$MCD
$354M
186 positions
#4LDIC Inc.Active
Some overlap · 4 shared positions
$ADI$MS$TXN$NEE
$160M
25 positions
#5Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$ADI$PNC$TEL$PEP$MCD
$186M
61 positions
#6CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 8 shared positions
$PNC$TXN$MDT$NEE$DOV$DE
$1.1B
157 positions
#7ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$ADI$PNC$TEL$WSO$YUM
$3.6B
244 positions
#8BFI Infinity Ltd.Active
Some overlap · 4 shared positions
$ADI$MS$DOV$MCD
$337M
64 positions
#9Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$MS$PNC$TXN$MDT$NEE$PEP
$169M
84 positions
#10Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$ADI$PNC$CRM$NEE$DE
$491M
159 positions
#11Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$ADI$MS$NEE$DE
$5.9B
356 positions
#12Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ADI$TXN$MDT$NEE$MCD
$170M
61 positions
#13JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$ADI$PNC$NEE$PEP
$1.1B
231 positions
#14Spectrum Investment Advisors, Inc.Active
Some overlap · 7 shared positions
$ADI$MS$NEE$CRM$TXN$PEP
$245M
76 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$ADI$TXN$WSO$DE$MCD
$1.3B
62 positions
#16Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$ADI$TXN$NEE$DE
$119M
43 positions
#17Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$ADI$PNC$TXN$NEE$PEP
$155M
107 positions
#18MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$ADI$TXN$WSO$DE
$13.1B
130 positions
#19Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$ADI$MS$TXN
$181M
73 positions
#20CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$ADI$DOV$PEP$MCD
$6.9B
64 positions
#21New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$ADI$TXN$DOV$DE
$268M
50 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$ADI$TXN$PEP$MCD
$346M
113 positions
#23Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$ADI$MS$PEP
$490M
129 positions
#24LOM Asset Management LtdPassive
Some overlap · 3 shared positions
$ADI$MS$NEE
$387M
279 positions
#25BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$ADI$MS$IDXX
$2.7B
812 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.