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Hedge Funds Similar to CHATHAM GROUP

13F Portfolio OverlapQ3 2026CHATHAM GROUP portfolio →
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Most similar hedge funds by 13F overlap

CHATHAM CAPITAL GROUP, INC. is an institutional investor managing $777M across 203 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CHATHAM GROUP are Accretive Wealth Partners, SAGE PRIVATE WEALTH GROUP, Cushing Partners, with shared positions in $IAU, $GLDM, $MCD, $TJX, $UNP, $QCOM. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive
Notable overlap · 5 shared positions
$IAU$GLDM$MCD$TJX$UNP
$412M
181 positions
#2SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 5 shared positions
$IAU$GLDM$TJX$QCOM$AXP
$298M
135 positions
#3Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$PSX$LOW
$163M
113 positions
#4Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$GLDM$MCD
$131M
114 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$MCD$AXP
$227M
73 positions
#6FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$TJX$ICE$UNP
$1.3B
157 positions
#7Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$IAU$PSX$TJX$LOW$UNP
$814M
61 positions
#8Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$TJX
$281M
154 positions
#9Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$IAU$AXP$UNP$GLDM$TJX
$244M
53 positions
#10JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$IAU$QCOM$UNP$MCD
$593M
122 positions
#11NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$GLDM$ICE
$838M
122 positions
#12NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$GLDM$AXP$MCD
$283M
75 positions
#13Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$QCOM$LOW$TJX
$1.2B
127 positions
#14Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$AXP$QCOM
$1.4B
157 positions
#15JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$IAU$GLDM$QCOM$MCD
$1.3B
830 positions
#16CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$MCD$UNP
$616M
107 positions
#17Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$UNP
$497M
120 positions
#18CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$MCD$ICE
$212M
113 positions
#19CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$MCD$AXP
$357M
86 positions
#20Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$3.4B
392 positions
#21REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$AXP$LOW
$1.9B
100 positions
#22Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$QCOM$TJX$MCD
$71M
72 positions
#23MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$GLDM$AXP$UNP
$167M
106 positions
#24A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$LOW
$153M
76 positions
#25Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$GLDM$ICE
$490M
80 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.