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 Chico Wealth RIA

13F Portfolio OverlapQ2 2026Chico Wealth RIA portfolio →

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Most similar hedge funds by 13F overlap

Chico Wealth RIA is an institutional investor managing $192M across 49 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 Chico Wealth RIA are Spear Advisors, Atlantic Edge Private Wealth, Feynman Point Asset, with shared positions in $KLAC, $IREN, $LITE, $VLO, $DRI, $CIFR. The full ranking of 25 similar funds is below.

#1Spear Advisors LLCActive

Notable overlap · 3 shared positions

$KLAC $IREN $LITE

$291M

28 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $VLO $DRI

$489M

619 positions

#3Feynman Point Asset Management LLCActive

Notable overlap · 4 shared positions

$KLAC $CIFR $IREN $NBIS

$55M

28 positions

#4TILIA FIDUCIARY PARTNERS, INC.

Some overlap · 3 shared positions

$KLAC $VLO $AJG

$211M

127 positions

#5PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $VLO $DRI

$1.0B

213 positions

#6Morse Asset Management, IncPassive

Some overlap · 3 shared positions

$KLAC $NBIS $IREN

$604M

415 positions

#7Telligent Fund, LPActive

Some overlap · 3 shared positions

$KLAC $NBIS $LITE

$136M

23 positions

#8Capstone Capital Management LtdPassive

Some overlap · 4 shared positions

$IREN $KLAC $NBIS $LITE

$224M

160 positions

#9Applied Finance Capital Management, LLCPassive

Some overlap · 3 shared positions

$KLAC $VLO $DRI

$1.3B

218 positions

#10OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 3 shared positions

$KLAC $VLO $COF

$530M

275 positions

#11Avanda Investment Management Pte. Ltd.Active

Some overlap · 3 shared positions

$KLAC $NBIS $LITE

$299M

39 positions

#12SOMA EQUITY PARTNERS LPActive

Some overlap · 3 shared positions

$IREN $NBIS $LITE

$1.4B

24 positions

#13MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$KLAC $VLO $USFD

$296M

104 positions

#14FirstWave Capital Management LLCPassive

Some overlap · 4 shared positions

$IREN $CIFR $NBIS $LITE

$227M

63 positions

#15Pacific Capital Partners LtdPassive

Some overlap · 3 shared positions

$KLAC $AJG $BF-A

$116M

40 positions

#16River Street Advisors LLCPassive

Some overlap · 3 shared positions

$KLAC $VLO $COF

$340M

177 positions

#17THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$KLAC $CIFR $NBIS

$1.2B

56 positions

#18140 Summer Partners LPActive

Some overlap · 3 shared positions

$CIFR $PCG $COF

$1.4B

22 positions

#19Mount Lucas Management LPPassive

Some overlap · 3 shared positions

$IREN $NBIS $COF

$281M

166 positions

#20PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$KLAC $COF $VLO $DRI

$501M

165 positions

#21Himension FundSmart money

Some overlap · 3 shared positions

$KLAC $NBIS $LITE

$1.6B

168 positions

#22Providence First Trust CoPassive

Some overlap · 3 shared positions

$KLAC $VLO $LITE

$358M

196 positions

#23ELEVATUS WELATH MANAGEMENTPassive

Some overlap · 4 shared positions

$NBIS $CIFR $IREN $KLAC

$411M

243 positions

#24Value Aligned Research Advisors, LLC

Some overlap · 4 shared positions

$IREN $NBIS $CIFR $LITE

$40.1B

123 positions

#25Covalis Capital LLPActive

Some overlap · 3 shared positions

$PCG $CIFR $IREN

$1.8B

101 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.