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Hedge Funds Similar to CHOREO

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

CHOREO, LLC is an institutional investor managing $9.1B across 1,690 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 CHOREO are AA Financial Advisors, Wallace Advisory Group, Portside Wealth Group, with shared positions in $PM, $ASML, $DOV, $MCD, $WFC, $UPS. The full ranking of 25 similar funds is below.

#1AA Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$MCD
$840M
251 positions
#2Wallace Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$WFC
$106M
134 positions
#3Portside Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$DOV$WFC
$901M
523 positions
#4Evansbrook LLCActive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$171M
126 positions
#5SMITH SHELLNUT WILSON LLC /ADVPassive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$262M
155 positions
#6American Money Management, LLCPassive
Slight overlap · 4 shared positions
$PM$ASML$MCD$WFC
$700M
174 positions
#7WALLER FINANCIAL PLANNING GROUP, INCActive
Slight overlap · 4 shared positions
$PM$DOV$UPS$WFC
$493M
80 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$233M
122 positions
#9Carlson Capital, L.P.Passive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$494M
74 positions
#10Winning Points Advisors, LLCActive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$76M
42 positions
#11IAMS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PM$UPS$MCD$WFC
$342M
184 positions
#12Tevis Investment ManagementPassive
Slight overlap · 3 shared positions
$THO$PM$ASML
$183M
104 positions
#13Bernardo Wealth Planning LLCActive
Slight overlap · 4 shared positions
$PM$DOV$MCD$WFC
$1.2B
144 positions
#14Foster Group, Inc.Active
Slight overlap · 4 shared positions
$PM$DOV$MCD$WFC
$3.7B
316 positions
#15SHAYNE & JACOBS, LLCActive
Slight overlap · 3 shared positions
$THO$PM$WFC
$335M
100 positions
#16Prudent Man Investment Management, Inc.Smart money
Slight overlap · 4 shared positions
$ASML$DOV$MCD$WFC
$293M
169 positions
#17Financial Network Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$ASML$DOV$MCD$WFC
$99M
858 positions
#18Stockman Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$ASML$UPS$MCD$THO
$960M
178 positions
#19Forum Finance Group S.A.Passive
Slight overlap · 3 shared positions
$THO$DOV$MCD
$278M
344 positions
#20HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$PM$MCD$WFC$UPS
$252M
43 positions
#21Innova Wealth PartnersPassive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$256M
183 positions
#22Financial Planning Navigators CORPActive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$274M
72 positions
#23Vantus Wealth LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$DOV
$187M
236 positions
#24OPAL CAPITAL LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$UPS
$560M
136 positions
#25Richard W. Paul & Associates, LLCPassive
Slight overlap · 3 shared positions
$PM$ASML$UPS
$327M
320 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.