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Hedge Funds Similar to Cheviot Value

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

Cheviot Value Management, LLC is an institutional investor managing $984M across 443 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 Cheviot Value are KEATING INVESTMENT COUNSELORS, FOUNDATION RESOURCE, Euro Pacific Asset, with shared positions in $AEM, $UL, $B, $PAAS, $NEM, $COP. The full ranking of 25 similar funds is below.

#1KEATING INVESTMENT COUNSELORS INCSmart money
Notable overlap · 7 shared positions
$AEM$UL$B$PAAS$NEM$COP
$364M
59 positions
#2FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$AEM$NEM$PFE$CCZ$COP$B
$860M
56 positions
#3Euro Pacific Asset Management, LLCActive
Notable overlap · 5 shared positions
$AEM$NEM$B$CEF$PAAS
$880M
96 positions
#4Grand Central Investment GroupPassive
Notable overlap · 5 shared positions
$AEM$NEM$AGI$PAAS$OXY
$120M
40 positions
#5McAlvany Wealth Management LLCPassive
Notable overlap · 7 shared positions
$AEM$COP$B$NEM$AGI$PAAS
$134M
48 positions
#6Oppenheimer & Close, LLCPassive
Notable overlap · 5 shared positions
$AEM$NEM$B$AGI$CEF
$159M
57 positions
#7KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 6 shared positions
$AEM$COP$B$UL$AGI$PM
$192M
89 positions
#8GLOBAL STRATEGIC MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$AEM$B$PAAS
$127M
26 positions
#9NKCFO LLCActive
Notable overlap · 3 shared positions
$AEM$AGI$PSX
$330M
92 positions
#10Cadence Wealth Management LLCActive
Notable overlap · 6 shared positions
$CEF$NEM$B$AEM$PAAS$CVS
$223M
63 positions
#11PKO Investment Management Joint-Stock CoPassive
Notable overlap · 6 shared positions
$NEM$AEM$B$PAAS$SNDK$WDC
$1.4B
228 positions
#12STAPP WEALTH MANAGEMENT, PLLCActive
Notable overlap · 4 shared positions
$AEM$NEM$B$AGI
$77M
32 positions
#13Parvin Asset Management, LLCPassive
Some overlap · 6 shared positions
$NEM$AEM$B$AGI$PAAS$AMGN
$127M
320 positions
#14Steadtrust LLCPassive
Some overlap · 4 shared positions
$AEM$AGI$PAAS$GLW
$198M
132 positions
#15Enclave Advisors LLCActive
Some overlap · 4 shared positions
$AEM$NEM$B$PAAS
$790M
133 positions
#16SPROTT INC.Active
Some overlap · 6 shared positions
$AEM$B$AGI$CEF$PAAS$SII
$3.2B
268 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$UL$COP$PFE$OXY$SNDK
$151M
70 positions
#18Financial Sense Advisors, Inc.Passive
Some overlap · 7 shared positions
$COP$AEM$B$AGI$PAAS$GLW
$508M
137 positions
#19Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$AEM$AGI$SNDK
$214M
128 positions
#20Knoll Capital Management, LLCActive
Some overlap · 4 shared positions
$AEM$AGI$PAAS$PM
$179M
37 positions
#21ALLIANZ SEActive
Some overlap · 4 shared positions
$NEM$PFE$B$PM
$9.5B
519 positions
#22Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$NEM$UL$PAAS$B$GLW
$114M
57 positions
#23Ativo Capital Management LLCPassive
Some overlap · 3 shared positions
$AEM$UL$B
$131M
56 positions
#24VAN ECK ASSOCIATES CORPActive
Some overlap · 5 shared positions
$AEM$NEM$B$AGI$PAAS
$164.1B
1,337 positions
#25DCM Advisors, LLCActive
Some overlap · 6 shared positions
$CCZ$PFE$COP$CVS$PSX$PM
$253M
38 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.