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Hedge Funds Similar to SCHOLTZ & COMPANY,

13F Portfolio OverlapQ1 2026SCHOLTZ & COMPANY, portfolio →
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Most similar hedge funds by 13F overlap

SCHOLTZ & COMPANY, LLC is an institutional investor managing $195M across 49 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 SCHOLTZ & COMPANY, are Blue Chip Partners,, Bouvel Investment Partners,, TANDEM /ADV, with shared positions in $PWR, $ASML, $ETN, $ABT, $MS, $NEE. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Notable overlap · 6 shared positions
$PWR$ASML$ETN$ABT$MS$NEE
$1.4B
170 positions
#2Bouvel Investment Partners, LLCPassive
Notable overlap · 6 shared positions
$MS$GE$ETN$PWR$ISRG$BSX
$345M
78 positions
#3TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$GE$ETN$UBER$BSX$ABT
$200M
110 positions
#4Robbins FarleyPassive
Notable overlap · 6 shared positions
$PWR$CASY$ETN$UBER$BSX$NEE
$226M
143 positions
#5AXIOM INVESTORS LLC /DEActive
Notable overlap · 5 shared positions
$GE$MS$ASML$SCCO$CASY
$9.0B
121 positions
#6Vantage Investment Partners, LLCActive
Notable overlap · 7 shared positions
$ASML$CMG$UBER$SCCO$ETN$LMT
$1.4B
64 positions
#7Cartenna Capital, LPPassive
Notable overlap · 5 shared positions
$GE$ASML$ETN$RKT$LMT
$2.7B
47 positions
#8Chicago Capital, LLCActive
Notable overlap · 6 shared positions
$ASML$UBER$TDG$DXCM$PODD$PWR
$3.7B
355 positions
#9Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$GE$PWR$ASML$ETN
$239M
46 positions
#1011 Capital Partners LPActive
Notable overlap · 3 shared positions
$GE$PWR$ASML
$348M
20 positions
#11SHAKER INVESTMENTS LLC/OHPassive
Notable overlap · 6 shared positions
$CASY$PODD$ETN$OLLI$MS$UBER
$220M
82 positions
#12Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$GE$PWR$ASML
$333M
254 positions
#13MayTech Global Investments, LLCSmart money
Notable overlap · 4 shared positions
$ASML$DXCM$UBER$ISRG
$820M
23 positions
#14Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GE$ASML$PWR$ISRG$MS
$25.6B
60 positions
#15NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 4 shared positions
$ASML$UBER$ABT$BSX
$561M
76 positions
#16EDGEWOOD MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ASML$TDG$BSX$ISRG$ABT
$15.5B
87 positions
#17Parsonex Advisory Services, Inc.Passive
Some overlap · 6 shared positions
$ETN$UBER$BSX$ISRG$GE$ASML
$102M
56 positions
#18GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$ASML$GE$ABT$UBER
$328M
83 positions
#19LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$ASML$PWR$MS$ISRG$UBER
$1.4B
216 positions
#20Maple Capital Management, Inc.Active
Some overlap · 6 shared positions
$MS$GE$ABT$ISRG$CMG$UBER
$1.5B
119 positions
#21Bellevue Group AGActive
Some overlap · 5 shared positions
$ABT$BSX$ISRG$DXCM$PODD
$4.2B
155 positions
#22Warther Private Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$CMG$UBER$ISRG
$427M
40 positions
#23Two Creeks Capital Management, LPActive
Some overlap · 3 shared positions
$ASML$CMG$UBER
$974M
22 positions
#24Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$PWR$UBER$ISRG$DXCM$BSX$NEE
$13.2B
70 positions
#25Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$ABT$ASML$NEE
$232M
44 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.