What hedge funds are most similar to SCS Capital Management LLC?

The funds with the most similar 13F portfolios to SCS Capital Management LLC are HANOVER ADVISORS, MONEYWISE,, FFT WEALTH, 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 SCS

13F Portfolio OverlapQ1 2026SCS portfolio →

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Most similar hedge funds by 13F overlap

SCS Capital Management LLC is an institutional investor managing $9.4B across 468 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SCS are HANOVER ADVISORS, MONEYWISE,, FFT WEALTH, with shared positions in $EPAM, $KKR, $DDOG, $SCHW, $MDY, $KO. The full ranking of 25 similar funds is below.

#1HANOVER ADVISORS INCActive

Notable overlap · 8 shared positions

$EPAM $KKR $DDOG $SCHW $MDY $KO

$246M

118 positions

#2MONEYWISE, INC.Passive

Notable overlap · 3 shared positions

$EPAM $DDOG $KO

$229M

82 positions

#3FFT WEALTH MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$EPAM $AFRM $MS $KKR $MAR $VMC

$552M

99 positions

#4EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$EPAM $DDOG $SCHW

$214M

83 positions

#5PENNINGTON PARTNERS & CO., LLCActive

Notable overlap · 4 shared positions

$EPAM $DOV $KKR $MAR

$292M

114 positions

#6Brooklyn FI, LLCActive

Notable overlap · 4 shared positions

$EPAM $DDOG $SCHW $AFRM

$476M

78 positions

#7TLWMSmart money

Notable overlap · 3 shared positions

$EPAM $MS $SCHW

$555M

69 positions

#8Post Resch Tallon Group Inc.Passive

Notable overlap · 3 shared positions

$EPAM $MS $HUM

$124M

120 positions

#9Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$EPAM $DOV $HUM $MAR

$67M

42 positions

#10Sheridan Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$EPAM $DDOG $MAR

$190M

31 positions

#11Breakwater Investment ManagementPassive

Some overlap · 7 shared positions

$KKR $DOV $DDOG $SCHW $HUM $MAR

$269M

506 positions

#12Signature Resources Capital Management, LLCActive

Some overlap · 3 shared positions

$EPAM $DOV $KO

$211M

664 positions

#13Diversified Portfolios, Inc.Active

Some overlap · 6 shared positions

$EPAM $DDOG $SCHW $KKR $AFRM $MDY

$1.2B

174 positions

#14Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$KKR $DOV $SCHW $KO $MS $HUM

$90M

65 positions

#15HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KKR $DOV $SCHW $HUM $MAR

$238M

142 positions

#16LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$DOV $KKR $DDOG $HUM $MAR

$595M

360 positions

#17McClarren Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$EPAM $KKR $AFRM $HUM $SCHW $MAR

$169M

79 positions

#18Waldron Private Wealth LLCActive

Some overlap · 6 shared positions

$KKR $DDOG $EPAM $MDY $DOV $MAR

$2.6B

342 positions

#19Conservest Capital Advisors, Inc.Active

Some overlap · 7 shared positions

$KKR $EPAM $SCHW $MDY $MS $HUM

$1.1B

127 positions

#20SBI Securities Co., Ltd.Passive

Some overlap · 5 shared positions

$KKR $DOV $KO $HUM $MAR

$3.6B

4,018 positions

#21Greenspring Advisors, LLCActive

Some overlap · 4 shared positions

$EPAM $DOV $SCHW $HUM

$1.6B

318 positions

#22Proficio Capital Partners LLCActive

Some overlap · 3 shared positions

$EPAM $DOV $MAR

$1.9B

248 positions

#23SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$KKR $DDOG $EPAM $MDY $HUM $MAR

$271M

123 positions

#24VSM Wealth Advisory, LLCPassive

Some overlap · 6 shared positions

$KKR $DDOG $SCHW $HUM $DOV $MAR

$335M

505 positions

#25WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Some overlap · 5 shared positions

$DOV $KKR $SCHW $KO $HUM

$355M

156 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.