Hedge Funds Similar to S. R. Schill & Associates

13F Portfolio OverlapQ1 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 Q1 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 Purus Wealth ,, Carolina Wealth Advisors,, FINANCIAL GROUP \\ /ADV, with shared positions in $GLDM, $LMT, $SHW, $UNP, $BA. The full ranking of 25 similar funds is below.

#1Purus Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$GLDM $LMT $SHW

$314M

157 positions

#2Carolina Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $LMT $UNP

$240M

278 positions

#3CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Slight overlap · 3 shared positions

$GLDM $LMT $UNP

$182M

106 positions

#4Sumitomo Mitsui DS Asset Management Company, LtdActive

Slight overlap · 3 shared positions

$12.4B

770 positions

#5New Perspectives, IncSmart money

Slight overlap · 3 shared positions

$GLDM $SHW $UNP

$289M

44 positions

#6Beacon Bridge Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$299M

101 positions

#7Royal Harbor Partners, LLCActive

Slight overlap · 3 shared positions

$295M

51 positions

#8Cardinal Strategic Wealth GuidanceSmart money

Slight overlap · 3 shared positions

$GLDM $SHW $UNP

$379M

63 positions

#9Frederick Financial Consultants, LLCPassive

Slight overlap · 3 shared positions

$GLDM $SHW $LMT

$201M

109 positions

#10Apriem AdvisorsActive

Slight overlap · 3 shared positions

$1.0B

186 positions

#11MFA WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$508M

88 positions

#12DB Fitzpatrick & Co, IncActive

Slight overlap · 3 shared positions

$117M

106 positions

#13Nvest Financial, LLCPassive

Slight overlap · 3 shared positions

$SHW $LMT $GLDM

$268M

139 positions

#14Cercano Management LLCActive

Slight overlap · 3 shared positions

$2.3B

142 positions

#15REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$697M

218 positions

#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$184M

66 positions

#17Glenview Trust CoActive

Slight overlap · 3 shared positions

$6.4B

500 positions

#18Archon Partners LLCActive

Slight overlap · 3 shared positions

$845M

39 positions

#19Barbara Oil Co.Passive

Slight overlap · 3 shared positions

$259M

69 positions

#20EagleClaw Capital Managment, LLCActive

Slight overlap · 3 shared positions

$714M

145 positions

#21Sage Investment Advisers LLCPassive

Slight overlap · 3 shared positions

$135M

89 positions

#22Old West Investment Management, LLCPassive

Slight overlap · 3 shared positions

$923M

123 positions

#23DIAMANT ASSET MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$137M

76 positions

#24NewEdge Advisors, LLCPassive

Slight overlap · 3 shared positions

$2.2B

1,217 positions

#25KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$315M

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.