Hedge Funds Similar to S. R. Schill & Associates

13F Portfolio OverlapQ2 2026S. R. Schill & Associates portfolio →

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Most similar hedge funds by 13F overlap

S. R. Schill & Associates is an institutional investor managing $166M across 25 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 S. R. Schill & Associates are Cardinal Strategic Wealth Guidance, New Perspectives, Frederick Financial Consultants, with shared positions in $GLDM, $SHW, $UNP, $LMT, $BA, $MVIS. The full ranking of 25 similar funds is below.

#1Cardinal Strategic Wealth GuidanceActive

Substantial overlap · 3 shared positions

$GLDM $SHW $UNP

$441M

67 positions

#2New Perspectives, IncSmart money

Notable overlap · 3 shared positions

$GLDM $SHW $UNP

$326M

49 positions

#3Frederick Financial Consultants, LLCActive

Notable overlap · 3 shared positions

$SHW $LMT $GLDM

$236M

121 positions

#4Wills Financial Group LLCPassive

Notable overlap · 3 shared positions

$275M

82 positions

#5BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$GLDM $UNP $LMT

$1.3B

245 positions

#6DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$124M

100 positions

#7VIKING GLOBAL INVESTORS LPActive

Some overlap · 3 shared positions

$35.1B

90 positions

#8CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$200M

76 positions

#9Paul R. Ried Financial Group, LLCActive

Some overlap · 3 shared positions

$BA $GLDM $MVIS

$229M

47 positions

#10WAYCROSS PARTNERS, LLCActive

Some overlap · 3 shared positions

$1.2B

72 positions

#11Sage Investment Advisers LLCPassive

Some overlap · 3 shared positions

$149M

98 positions

#12MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLDM $LMT $UNP

$162M

106 positions

#13Old West Investment Management, LLCPassive

Some overlap · 3 shared positions

$944M

124 positions

#14WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$122M

94 positions

#15Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$467M

118 positions

#16CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 3 shared positions

$LMT $GLDM $UNP

$191M

102 positions

#17Apriem AdvisorsActive

Some overlap · 3 shared positions

$1.2B

182 positions

#18Barbara Oil Co.Active

Some overlap · 3 shared positions

$297M

73 positions

#19Cane Capital Partners, LLCPassive

Some overlap · 3 shared positions

$253M

133 positions

#20SNS Financial Group, LLCPassive

Some overlap · 3 shared positions

$5.2B

549 positions

#21Dougherty Wealth Advisers LLCSmart money

Some overlap · 3 shared positions

$183M

109 positions

#22ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 3 shared positions

$344M

173 positions

#23Professional Financial Advisors, LLCSmart money

Some overlap · 3 shared positions

$UNP $GLDM $LMT

$578M

146 positions

#24Clarity Wealth Development LLCActive

Some overlap · 3 shared positions

$180M

59 positions

#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$760M

229 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.