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Hedge Funds Similar to CHARTIST

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

CHARTIST INC /CA/ is an institutional investor managing $160M across 21 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 CHARTIST are Eukles Asset, LYNX GROUP LTD, Parcion Private Wealth, with shared positions in $STT, $SHW, $TJX, $ALL, $EQIX, $PEG. The full ranking of 14 similar funds is below.

#1Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$STT$SHW$TJX
$242M
228 positions
#2LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$ALL$TJX
$248M
91 positions
#3Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$TJX$EQIX
$1.8B
529 positions
#4SHUTTLEWORTH & CoPassive
Slight overlap · 3 shared positions
$SHW$TJX$EQIX
$125M
51 positions
#5Bath Savings Trust CoActive
Slight overlap · 3 shared positions
$SHW$TJX$EQIX
$965M
177 positions
#6Susquehanna Portfolio Strategies, LLCPassive
Slight overlap · 3 shared positions
$SHW$TJX$EQIX
$6.3B
833 positions
#7Segment Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SHW$ALL$TJX
$1.9B
312 positions
#8Tandem Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$STT$SHW$TJX
$251M
48 positions
#9Knights of Columbus Asset Advisors LLCPassive
Slight overlap · 3 shared positions
$ALL$TJX$EQIX
$2.0B
386 positions
#10First National Bank of Mount Dora, Trust Investment ServicesPassive
Slight overlap · 3 shared positions
$ALL$TJX$PEG
$499M
126 positions
#11Centerpoint Advisors, LLCActive
Slight overlap · 3 shared positions
$TJX$STT$PEG
$352M
425 positions
#12Machina Capital S.A.S.Passive
Slight overlap · 3 shared positions
$TJX$EQIX$PEG
$631M
368 positions
#13INCEPTIONR LLCPassive
Slight overlap · 3 shared positions
$STT$TJX$PEG
$407M
628 positions
#14Glen Eagle Advisors, LLCPassive
Slight overlap · 3 shared positions
$TJX$SHW$PEG
$793M
1,087 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.