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 OverlapQ2 2026Scissortail Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Scissortail Wealth Management, LLC is an institutional investor managing $520M across 106 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Scissortail Wealth are Keyes, Stange & Wooten Wealth, Phoenix Wealth Advisors, Winthrop Partners - WNY, with shared positions in $MPC, $ETN, $JCI, $CB, $MSI, $UNP. The full ranking of 25 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 14 shared positions

$MPC $ETN $JCI $CB $MSI $UNP

$251M

74 positions

#2Phoenix Wealth AdvisorsActive

Substantial overlap · 14 shared positions

$ETN $MPC $ADI $CB $JCI $MSI

$297M

129 positions

#3Winthrop Partners - WNY, LLCPassive

Substantial overlap · 13 shared positions

$ETN $CB $ADI $MSI $MPC $JCI

$202M

87 positions

#4Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 15 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$378M

205 positions

#5Tulsa Wealth Advisors, INCActive

Substantial overlap · 17 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$710M

166 positions

#6CrossGen Wealth, LLCPassive

Substantial overlap · 10 shared positions

$MPC $ETN $UNP $CB $APD $JCI

$129M

214 positions

#7HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 14 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$461M

144 positions

#8Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

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

$655M

161 positions

#9TMB Capital Partners, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $ETR $MPC $JCI

$321M

177 positions

#10CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 13 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$1.0B

300 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 10 shared positions

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

$215M

59 positions

#12GRANDFIELD & DODD, LLCActive

Notable overlap · 5 shared positions

$ADI $JCI $CB $SNPS $APD

$1.9B

217 positions

#13SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CME $APD $VZ $COP $UNP $WFC

$606M

79 positions

#14Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$UNP $CME $VZ $ETR $PSX $O

$272M

72 positions

#15LightSquare Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ETN $VZ $MPC $JCI $CB $DRI

$145M

104 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$CB $PSX $VZ $O $DRI $ADI

$201M

57 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $ETN $MSI $WFC $WMB

$1.3B

99 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VZ $CME $UNP $ETR $WFC $OKE

$233M

122 positions

#19Saraza Management, LPActive

Notable overlap · 3 shared positions

$JCI $ADI $UNP

$251M

19 positions

#20DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$ETN $CB $APD $SNPS

$124M

100 positions

#21Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

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

$1.2B

954 positions

#22Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$UNP $CB $COP $ETN $WFC $VZ

$739M

344 positions

#23Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $UNP $DRI

$186M

132 positions

#24SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$CB $UNP $CME $ZTS

$3.0B

79 positions

#25Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $PSX $UNP $APD $SCI $MRVL

$652M

146 positions

Compare Scissortail Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Scissortail Wealth’s holdings

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.