How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Scott Advisors,

13F Portfolio OverlapQ1 2026Scott Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Scott Capital Advisors, LLC is an institutional investor managing $639M across 66 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 Scott Advisors, are ACCESS FINANCIAL SERVICES,, Longview Financial Advisors, Schiavi &, with shared positions in $SNOW, $SLV, $KKR, $DDOG, $COP, $MS. The full ranking of 25 similar funds is below.

#1ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $SLV $KKR $DDOG

$282M

95 positions

#2Longview Financial Advisors LLCActive

Substantial overlap · 6 shared positions

$SNOW $COP $MS $USB $WFC $NKE

$184M

157 positions

#3Schiavi & Co LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $KKR $DDOG $WFC

$337M

50 positions

#4Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $COP $SBUX

$150M

55 positions

#5KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 3 shared positions

$SNOW $KKR $DDOG

$192M

43 positions

#6Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $KKR $DDOG $BAC $NKE

$335M

104 positions

#7Kropog Financial Group, LLCActive

Substantial overlap · 3 shared positions

$SNOW $KKR $HUM

$123M

33 positions

#8Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $KKR

$325M

57 positions

#9Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $DDOG $HUM

$1.2B

126 positions

#10True Link Financial Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $HUM $USB $NKE $MS

$1.6B

418 positions

#11BetterWealth, LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $HUM $USB $WFC

$510M

85 positions

#12Family Investment Center, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $HUM $COP

$520M

91 positions

#13Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $SBUX $TMO

$135M

594 positions

#14BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 5 shared positions

$SNOW $KKR $DDOG $USB $HUM

$208M

47 positions

#15American TrustActive

Substantial overlap · 3 shared positions

$SNOW $MS $SLV

$1.1B

313 positions

#16Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $DDOG $USB

$313M

119 positions

#17LifeGoal Investments, LLCPassive

Notable overlap · 7 shared positions

$MS $SNOW $COP $BAH $DDOG $HUM

$175M

112 positions

#18CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $COP $KKR $DDOG $HUM

$156M

80 positions

#19Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $BAC

$539M

115 positions

#20ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $CAG

$280M

84 positions

#21FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAH $HUM

$150M

38 positions

#22Planned Solutions, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $BAC

$306M

139 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $DDOG $HUM $TMO

$492M

385 positions

#24Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $SNOW $KKR $COP $USB

$133M

70 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$MS $SLV $COP $KKR $HUM

$97M

49 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.