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Hedge Funds Similar to Schiavi &

13F Portfolio OverlapQ1 2026Schiavi & portfolio →
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Most similar hedge funds by 13F overlap

Schiavi & Co LLC is an institutional investor managing $337M across 50 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 Schiavi & are Heritage Financial Services,, Williams Financial,, Passive ,, with shared positions in $SNOW, $IBM, $DDOG, $MKL, $LOW, $KKR. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC
Highly similar · 3 shared positions
$SNOW$IBM$DDOG
$1.2B
126 positions
#2Williams Financial, LLCSmart money
Highly similar · 3 shared positions
$SNOW$MKL$IBM
$172M
25 positions
#3Passive Capital Management, LLC.Active
Substantial overlap · 5 shared positions
$SNOW$DDOG$LOW$MKL$KKR
$335M
104 positions
#4ACCESS FINANCIAL SERVICES, INC.Active
Substantial overlap · 5 shared positions
$SNOW$DDOG$KKR$IBM$LOW
$282M
95 positions
#5True Link Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$SNOW$MKL$IBM$KEYS
$1.6B
418 positions
#6KRM WEALTH MANAGEMENT L.L.C.Smart money
Substantial overlap · 4 shared positions
$SNOW$DDOG$UPST$KKR
$192M
43 positions
#7Compass Planning Associates IncSmart money
Substantial overlap · 4 shared positions
$SNOW$UPST$MKL$DDOG
$156M
30 positions
#8Sage Financial Management Group, Inc.Active
Substantial overlap · 5 shared positions
$SNOW$KKR$MKL$IBM$UPST
$325M
57 positions
#9SOUTHERN MICHIGAN BANK & TRUSTActive
Substantial overlap · 3 shared positions
$SNOW$DDOG$ABT
$261M
424 positions
#10Scott Capital Advisors, LLCActive
Substantial overlap · 4 shared positions
$SNOW$KKR$DDOG$WFC
$493M
58 positions
#11BRIGHTON SECURITIES CORP.Smart money
Substantial overlap · 4 shared positions
$SNOW$KKR$OKE$DDOG
$208M
47 positions
#12CHRISTINE MESSMER PCActive
Substantial overlap · 4 shared positions
$SNOW$DDOG$KKR$OKE
$156M
80 positions
#13Physician Wealth Solutions Inc.Active
Notable overlap · 3 shared positions
$DDOG$SNOW$UPST
$242M
45 positions
#14Francis Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$KKR$IBM
$539M
115 positions
#15Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$SNOW$UPST$CTVA
$607M
110 positions
#16Brewster Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$SNOW$DDOG$MKL$WFC
$165M
26 positions
#17Armor Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$KKR$LOW
$278M
160 positions
#18Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$ABT$IBM
$492M
385 positions
#19VAUGHAN & Co SECURITIES, INC.Active
Notable overlap · 4 shared positions
$SNOW$CTVA$IBM$OKE
$193M
58 positions
#20ZynergyRetirementPlanningLLCSmart money
Notable overlap · 3 shared positions
$SNOW$MKL$KKR
$165M
26 positions
#21CONQUIS FINANCIAL LLCSmart money
Notable overlap · 4 shared positions
$SNOW$DDOG$WFC$LOW
$121M
54 positions
#22Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$SNOW$DDOG$KKR$ABT
$167M
92 positions
#23CFG Wealth Management Services, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$UPST$CTVA
$110M
152 positions
#24TruNorth Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$ABT$IBM
$522M
114 positions
#25Windward Private Wealth Management Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$UPST$CTVA$DDOG
$289M
44 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.