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Hedge Funds Similar to Schneider Downs Wealth Advisors

13F Portfolio OverlapQ3 2026Schneider Downs Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Schneider Downs Wealth Management Advisors, LP is an institutional investor managing $1.1B across 181 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Schneider Downs Wealth Advisors are VISTA INVESTMENT PARTNERS II, VISTA INVESTMENT PARTNERS, Adelphi, with shared positions in $FHI, $PNC, $TJX, $RJF, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$FHI$PNC$TJX
$248M
158 positions
#2VISTA INVESTMENT PARTNERS LLCPassive
Slight overlap · 3 shared positions
$FHI$PNC$TJX
$384M
166 positions
#3Adelphi Trust CoPassive
Slight overlap · 3 shared positions
$RJF$PNC$ETN
$152M
113 positions
#4COLTON GROOME FINANCIAL ADVISORS, LLCActive
Slight overlap · 5 shared positions
$PNC$ETN$TJX$AMGN$STT
$427M
162 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Slight overlap · 4 shared positions
$RJF$ETN$TJX$AMGN
$1.6B
120 positions
#6LOWE BROCKENBROUGH & CO INCPassive
Slight overlap · 4 shared positions
$PNC$ETN$TJX$AMGN
$2.2B
341 positions
#7ORRSTOWN FINANCIAL SERVICES INCSmart money
Slight overlap · 4 shared positions
$PNC$ETN$TJX$AMGN
$667M
119 positions
#8Bill Few Associates, Inc.Passive
Slight overlap · 4 shared positions
$PNC$ETN$TJX$STT
$485M
234 positions
#9Parcion Private Wealth LLCPassive
Slight overlap · 5 shared positions
$ETN$PNC$TJX$AMGN$STT
$1.8B
529 positions
#10TRILLIUM ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$PNC$ETN$TJX$ASML
$3.3B
230 positions
#11Smith, Salley & AssociatesPassive
Slight overlap · 4 shared positions
$PNC$BN$TJX$ASML
$2.3B
275 positions
#12GODSEY & GIBB, INCPassive
Slight overlap · 4 shared positions
$PNC$ETN$AMGN$STT
$1.2B
611 positions
#13Walsky Investment Management, Inc.Passive
Slight overlap · 4 shared positions
$PNC$ETN$AMGN$STT
$108M
52 positions
#14Montgomery Financial Services LLCActive
Slight overlap · 4 shared positions
$PNC$ETN$AMGN$CBZ
$115M
334 positions
#15Marathon Mission, Inc.Active
Slight overlap · 4 shared positions
$PNC$ETN$STT$ASML
$198M
56 positions
#161832 Asset Management L.P.Smart money
Slight overlap · 5 shared positions
$BN$ETN$TJX$ASML$MFC
$199.4B
630 positions
#171248 Management, LLCActive
Slight overlap · 4 shared positions
$RJF$PNC$TJX$AMGN
$256M
149 positions
#18BAHL & GAYNOR INCActive
Slight overlap · 3 shared positions
$PNC$ETN$TJX
$21.7B
341 positions
#19Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PNC$ETN$TJX
$280M
73 positions
#20Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$PNC$ETN$TJX
$908M
182 positions
#21Sun Financial IncPassive
Slight overlap · 3 shared positions
$PNC$ETN$TJX
$212M
161 positions
#22BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PNC$ETN$TJX
$436M
104 positions
#23GatePass Capital, LLCPassive
Slight overlap · 3 shared positions
$PRCH$BN$CBZ
$263M
189 positions
#24Moors & Cabot, Inc.Passive
Slight overlap · 4 shared positions
$ETN$PNC$TJX$GBTC
$2.6B
961 positions
#251620 INVESTMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$FHI$ETN$TJX
$161M
677 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.