Hedge Funds Similar to Schaeffer Financial

13F Portfolio OverlapQ1 2026Schaeffer Financial portfolio →

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Most similar hedge funds by 13F overlap

Schaeffer Financial LLC is an institutional investor managing $119M 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 Schaeffer Financial are ROBINSON SMITH WEALTH ADVISORS, BridgePort Financial Solutions,, Councilmark Asset ,, with shared positions in $HUM, $MDLZ, $COP. The full ranking of 14 similar funds is below.

#1ROBINSON SMITH WEALTH ADVISORS LLCActive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$148M

84 positions

#2BridgePort Financial Solutions, LLCPassive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$353M

231 positions

#3Councilmark Asset Management, LLCActive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$174M

85 positions

#4Gilliland Jeter Wealth Management LLCPassive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$338M

184 positions

#5Integrity Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$HUM $COP $MDLZ

$184M

74 positions

#6Beacon Bridge Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$HUM $COP $MDLZ

$299M

101 positions

#7Wharton Business Group, LLCActive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$2.6B

141 positions

#8Intelligent Financial StrategiesSmart money

Slight overlap · 3 shared positions

$HUM $COP $MDLZ

$192M

62 positions

#9FIRST NATIONAL BANK OF OMAHAPassive

Slight overlap · 3 shared positions

$HUM $MDLZ $COP

$3.2B

497 positions

#10OneDigital Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$MDLZ $HUM $COP

$10.2B

1,462 positions

#11NorthRock Partners, LLCActive

Slight overlap · 3 shared positions

$MDLZ $COP $HUM

$6.2B

678 positions

#12Gilbert Capital Group, Inc.Active

Slight overlap · 3 shared positions

$MDLZ $COP $HUM

$129M

51 positions

#13Rockwood Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$HUM $COP $MDLZ

$1.4B

118 positions

#14Heritage Wealth AdvisorsActive

Slight overlap · 3 shared positions

$COP $HUM $MDLZ

$2.6B

692 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.