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Hedge Funds Similar to Checchi Advisers

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

Checchi Capital Advisers, LLC is an institutional investor managing $2.2B across 609 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 Checchi Advisers are SAGE RHINO, 5T Wealth, SEEDS INVESTOR, with shared positions in $IAU, $SNPS, $WFC, $KLAC, $APO, $APLD. The full ranking of 24 similar funds is below.

#1SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$IAU$SNPS$WFC
$617M
385 positions
#25T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$WFC
$269M
134 positions
#3SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$SNPS$KLAC
$973M
379 positions
#4TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$KLAC
$354M
119 positions
#5BSW Wealth PartnersActive
Some overlap · 3 shared positions
$IAU$KLAC$SNPS
$899M
331 positions
#6Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$KLAC$WFC
$319M
123 positions
#7TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$WFC
$134M
101 positions
#8Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$KLAC$WFC
$160M
117 positions
#9Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$IAU$KLAC$APO
$111M
101 positions
#10SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$SNPS$IAU$KLAC
$2.1B
218 positions
#11Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$SNPS$KLAC
$409M
214 positions
#12Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$SNPS$IAU$KLAC
$4.1B
571 positions
#13Arrowroot Family Office, LLCPassive
Slight overlap · 3 shared positions
$SNPS$IAU$KLAC
$349M
174 positions
#14Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SNPS$KLAC$WFC
$258M
228 positions
#15Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$SNPS$KLAC$WFC
$259M
233 positions
#16Yorktown Management & Research Co IncPassive
Slight overlap · 3 shared positions
$SNPS$APLD$KLAC
$163M
249 positions
#17Madson Wealth Advisors IncActive
Slight overlap · 3 shared positions
$IAU$KLAC$WFC
$147M
97 positions
#18EWA, LLCPassive
Slight overlap · 3 shared positions
$IAU$KLAC$WFC
$548M
332 positions
#19Bannerstone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$SNPS$APLD$KLAC
$119M
113 positions
#20TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$KLAC$WFC
$166M
133 positions
#21TD PRIVATE CLIENT WEALTH LLCPassive
Slight overlap · 3 shared positions
$SNPS$KLAC$WFC
$5.4B
1,698 positions
#22Fort Point Capital Partners LLCActive
Slight overlap · 3 shared positions
$KLAC$WFC$IAU
$1.4B
254 positions
#23ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$KLAC$SNPS$IAU
$401M
162 positions
#24TCP Asset Management, LLCActive
Slight overlap · 3 shared positions
$IAU$KLAC$WFC
$882M
141 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.