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Hedge Funds Similar to Charles Schwab

13F Portfolio OverlapQ3 2026Charles Schwab portfolio →
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Most similar hedge funds by 13F overlap

Charles Schwab Trust Co is an institutional investor managing $1.7B across 186 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 Charles Schwab are Argyle Partners, Northwest Quadrant Wealth, Powers Advisory Group, with shared positions in $OKE, $DE, $AMGN, $EPD, $MO, $PH. The full ranking of 25 similar funds is below.

#1Argyle Capital Partners, LLCPassive
Some overlap · 6 shared positions
$OKE$DE$AMGN$EPD$MO$PH
$162M
175 positions
#2Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$DE$PM$HUBB$AMGN$MS$PEP
$540M
77 positions
#3Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$DE$EPD$PM$MO$AMGN$PEP
$330M
128 positions
#4P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$PM$AMGN$ABT$MO$MS$PEP
$133M
66 positions
#5COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$DE$PM$MO$MS$PEP$EMR
$166M
90 positions
#6WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$DE$PM$MO$OKE$PH
$97M
110 positions
#7Holland Advisory Services, Inc.Active
Some overlap · 5 shared positions
$PM$HUBB$AMGN$MO$MDLZ
$96M
50 positions
#8FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$PM$EPD$ABT$MO$DE$MS
$42.5B
300 positions
#9HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$ABT$EPD$MO$PEP$OKE
$252M
43 positions
#10Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$MO$ABT$PEP
$181M
81 positions
#11SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PM$OKE$ABT$EPD$PEP
$298M
133 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$PM$OKE$AMGN$EPD$PEP
$397M
167 positions
#13Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$DE$ABT$EPD$AMGN$EMR
$204M
95 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DE$PM$OKE$PKG
$280M
73 positions
#15Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$PM$OKE$PKG
$908M
182 positions
#16Lipe & DaltonPassive
Some overlap · 5 shared positions
$DE$OKE$AMGN$MS$EMR
$216M
94 positions
#17Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$DE$OKE$AMGN$EPD
$145M
104 positions
#18MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 5 shared positions
$DE$PM$MO$MDLZ$EMR
$130M
80 positions
#19Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$DE$PM$MO$PEP$EMR
$319M
123 positions
#20Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DE$PM$HUBB$PEP$EMR
$673M
215 positions
#21RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$PM$OKE$HUBB$EPD
$218M
108 positions
#22Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$DE$PM$MO$EPD
$312M
101 positions
#23ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DE$AMGN$ABT$PEP$EMR
$878M
73 positions
#24Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$DE$AMGN$ABT$PEP$EMR
$149M
116 positions
#25McElhenny Sheffield Capital Management, LLCActive
Some overlap · 6 shared positions
$PM$ABT$MO$EPD$MDLZ$PEP
$404M
108 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.