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 Scissortail Wealth ,

13F Portfolio OverlapQ1 2026Scissortail Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Scissortail Wealth Management, LLC is an institutional investor managing $498M across 115 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 Scissortail Wealth , are Comprehensive Financial Consultants Institutional,, Phoenix Wealth Advisors, Winthrop Partners - WNY,, with shared positions in $MPC, $JCI, $CB, $CME, $ADI, $VZ. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 15 shared positions

$MPC $JCI $CB $CME $ADI $VZ

$337M

193 positions

#2Phoenix Wealth AdvisorsActive

Notable overlap · 15 shared positions

$MPC $CME $ADI $CB $ETN $MSI

$253M

126 positions

#3Winthrop Partners - WNY, LLCPassive

Notable overlap · 13 shared positions

$CB $MPC $CME $ADI $JCI $ETN

$188M

87 positions

#4HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$MPC $CME $ADI $CB $ETN $MSI

$419M

144 positions

#5Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$MPC $JCI $CB $CME $VZ $ETN

$208M

58 positions

#6Tulsa Wealth Advisors, INCActive

Notable overlap · 16 shared positions

$MPC $ETN $MSI $ADI $CME $CB

$570M

150 positions

#7Clear Trail Advisors, LLCPassive

Notable overlap · 11 shared positions

$MPC $CME $ETN $MSI $CB $VZ

$601M

149 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$MPC $JCI $CB $CME $ETN $MSI

$114M

200 positions

#9Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 12 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#10TMB Capital Partners, LLCPassive

Notable overlap · 11 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#11SCHARF INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$MKL $CB $CME $UNP $ZTS $UNH

$3.2B

70 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$MKL $COP $CB $ADI $UNP $VZ

$110M

226 positions

#13SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$COP $PSX $CME $VZ $UNP $APD

$728M

79 positions

#14Bowman & Co S.C.

Notable overlap · 9 shared positions

$ETN $MSI $ADI $CB $CME $MPC

$237M

118 positions

#15Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $CME $UNP

$156M

98 positions

#16Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$CB $COP $ADI $ETN $MPC $JCI

$202M

157 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$PSX $MKL $CB $VZ $ADI $DRI

$187M

55 positions

#18Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$CB $CME $JCI $ETN $MSI $UNP

$1.1B

944 positions

#19Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$COP $CB $UNP $VZ $ETN

$685M

380 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 5 shared positions

$COP $CME $VZ $PSX $ETR

$3.7B

138 positions

#21ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 5 shared positions

$COP $PSX $MPC $DVN $APD

$863M

54 positions

#22CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 14 shared positions

$MPC $JCI $DVN $VZ $APD $UNH

$914M

270 positions

#23Cherokee Insurance CoPassive

Some overlap · 5 shared positions

$COP $MPC $UNP $PSX $HCA

$263M

121 positions

#24VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active

Some overlap · 4 shared positions

$MKL $CB $ZTS $ADI

$11.4B

240 positions

#25GRANDFIELD & DODD, LLCPassive

Some overlap · 5 shared positions

$JCI $CB $ADI $APD $SNPS

$1.8B

209 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.