What hedge funds are most similar to Chesapeake Wealth Management?

The funds with the most similar 13F portfolios to Chesapeake Wealth Management are Stokes Advisors, Banco de Sabadell, S.A, HOWE & RUSLING, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Chesapeake Wealth

13F Portfolio OverlapQ2 2026Chesapeake Wealth portfolio →

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Most similar hedge funds by 13F overlap

Chesapeake Wealth Management is an institutional investor managing $357M across 168 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 Chesapeake Wealth are Stokes Advisors, Banco de Sabadell, S.A, HOWE & RUSLING, with shared positions in $MCD, $MS, $NEE, $TXN, $AXP, $TJX. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $MS $NEE $TXN $AXP $TJX

$467M

118 positions

#2Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$MCD $NEE $TXN $TMO $TJX $UNP

$170M

61 positions

#3HOWE & RUSLING INCPassive

Notable overlap · 7 shared positions

$MS $NEE $KLAC $MCD $TJX $UNP

$1.7B

479 positions

#4CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$MCD $NEE $TXN $TMO $TJX $LHX

$767M

184 positions

#5Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$MCD $MS $TXN $TMO $TJX $AMGN

$358M

74 positions

#6AMICA MUTUAL INSURANCE COActive

Some overlap · 8 shared positions

$KLAC $TXN $UNP $MCD $NEE $TMO

$1.2B

142 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $MS $TXN $TMO $TJX $UNP

$499M

73 positions

#8Petros Family Wealth, LLCPassive

Some overlap · 8 shared positions

$KLAC $TXN $TJX $NEE $LHX $AMGN

$164M

134 positions

#9Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $MCD $AXP $TJX $KLAC $AMGN

$297M

103 positions

#10Perennial Advisors, LLCPassive

Some overlap · 7 shared positions

$MCD $TMO $AXP $UNP $TJX $AMGN

$649M

136 positions

#11Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$MS $KLAC $TXN $MCD $UNP $AMGN

$1.1B

168 positions

#12Palisade Asset Management, LLCPassive

Some overlap · 7 shared positions

$MCD $TXN $TJX $KLAC $LHX $AMGN

$1.1B

204 positions

#13EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$MS $NEE $TXN $UNP $AMGN $GD

$1.3B

58 positions

#14ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$MCD $TXN $AXP $TMO $TJX $GD

$1.9B

88 positions

#15ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$NEE $TXN $TMO $TJX $UNP $MS

$2.5B

317 positions

#16Sandro Wealth Management LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $TMO $TJX $KLAC $TMUS

$138M

103 positions

#17ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$MS $TMO $TJX $TXN $UNP $MCD

$1.7B

652 positions

#18Valley Brook Capital Group, Inc.Passive

Some overlap · 7 shared positions

$KLAC $TJX $UNP $MCD $TMO $AMGN

$176M

120 positions

#19Mirabaud Asset Management LtdPassive

Some overlap · 5 shared positions

$MCD $NEE $TXN $AXP $TJX

$120M

49 positions

#20RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$KLAC $NEE $MCD $AXP $TJX $UNP

$10.4B

645 positions

#21Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$AXP $UNP $NEE $TMO $TJX $LHX

$360M

69 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$MCD $NEE $AXP $TJX $UNP

$321M

107 positions

#23GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 6 shared positions

$NEE $MCD $TXN $MS $TJX $AMGN

$1.0B

284 positions

#24Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$MS $TXN $NEE $TJX $AMGN $GD

$187M

169 positions

#25Somerset Trust CoPassive

Some overlap · 6 shared positions

$MCD $NEE $MS $LHX $AMGN $GD

$354M

186 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.