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Hedge Funds Similar to Schneider Downs Wealth Advisors,

13F Portfolio OverlapQ1 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 $907M across 156 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 Schneider Downs Wealth Advisors, are Frederick Financial Consultants,, TPG Financial Advisors,, Towneley , / DE, with shared positions in $FHI, $SNOW, $UNIT, $PNC, $JHG, $DDOG. The full ranking of 25 similar funds is below.

#1Frederick Financial Consultants, LLCPassive
Notable overlap · 4 shared positions
$FHI$SNOW$UNIT$PNC
$201M
109 positions
#2TPG Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$JHG$SNOW$DDOG$USB$NOW
$307M
76 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$SNOW$DDOG
$478M
42 positions
#4WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$SNOW$UNIT$PNC
$156M
139 positions
#5BARINGS LLCActive
Notable overlap · 3 shared positions
$JHG$SNOW$UNIT
$6.2B
179 positions
#6Northeast Financial Group, Inc.Active
Notable overlap · 4 shared positions
$JHG$SNOW$SCHW$PNC
$404M
90 positions
#7BARD ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$SCHW
$398M
292 positions
#8Miller Global Investments, LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$SCHW
$121M
295 positions
#9GENESIS PRIVATE WEALTH, LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$DDOG
$318M
182 positions
#10Ballast Rock Private Wealth LLCPassive
Notable overlap · 4 shared positions
$JHG$SNOW$DDOG$SCHW
$181M
177 positions
#11Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$SNOW$USB
$155M
128 positions
#12Clearview Wealth Advisors LLC
Some overlap · 4 shared positions
$JHG$SNOW$PNC$SCHW
$158M
103 positions
#13Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$JHG$SNOW$DDOG
$550M
74 positions
#14Flaharty Asset Management, LLCActive
Some overlap · 4 shared positions
$JHG$SNOW$SCHW$SLDE
$806M
133 positions
#15Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$SNOW$JHG$TJX$USB
$1.3B
129 positions
#16Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$JHG$DDOG$FHI$UNIT
$114M
196 positions
#17BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$JHG$DDOG$UNIT
$389M
116 positions
#18WT Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$SNOW$TJX$USB$SCHW
$336M
138 positions
#19EPIQ PARTNERS, LLCPassive
Some overlap · 6 shared positions
$JHG$DDOG$BN$USB$SCHW$GBTC
$214M
83 positions
#20Divergent Planning, LLC
Some overlap · 3 shared positions
$JHG$DDOG$USB
$392M
36 positions
#21Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$SNOW$SCHW
$306M
1,121 positions
#22Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$DDOG$UNIT
$150M
134 positions
#23Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$SNOW$UNIT
$122M
69 positions
#24Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$SNOW$SCHW
$632M
327 positions
#25Evergreen Wealth Solutions, LLCPassive
Some overlap · 4 shared positions
$SNOW$JHG$UNIT$DIA
$1.4B
406 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.