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Hedge Funds Similar to Chicago Wealth

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

Chicago Wealth Management, Inc. is an institutional investor managing $282M across 63 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 Chicago Wealth are Networth Advisors, William B. Walkup & Associates, S Harris Financial Group, with shared positions in $MS, $ALL, $COF, $MAR, $WTFC, $MUFG. The full ranking of 11 similar funds is below.

#1Networth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$ALL$COF
$172M
383 positions
#2William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$ALL$MS$COF
$208M
258 positions
#3S Harris Financial Group, LLCActive
Some overlap · 3 shared positions
$ALL$MS$COF
$129M
124 positions
#4HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 3 shared positions
$MAR$MS$COF
$3.6B
257 positions
#5Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$MAR$COF$MS
$236M
121 positions
#6Strategic Wealth Advisors LLCActive
Some overlap · 3 shared positions
$ALL$MS$COF
$117M
260 positions
#7Prepared Retirement Institute LLCActive
Some overlap · 3 shared positions
$ALL$MS$COF
$235M
94 positions
#8Premier Fund Managers LtdPassive
Some overlap · 3 shared positions
$MS$MAR$WTFC
$1.1B
174 positions
#9RED REEF ADVISORS LLCPassive
Slight overlap · 3 shared positions
$COF$MS$MUFG
$108M
183 positions
#10EAGLE CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$COF$MS$MAR
$32.7B
56 positions
#11True Link Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MS$ALL$MUFG
$1.7B
104 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.