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Hedge Funds Similar to SC&H Financial Advisors

13F Portfolio OverlapQ3 2026SC&H Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

SC&H Financial Advisors, Inc. is an institutional investor managing $722M across 158 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SC&H Financial Advisors are MCDANIEL TERRY, Community Financial Services Group, Fingerlakes Wealth, with shared positions in $DOV, $APH, $CTAS, $TMO, $GLW, $MCD. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$DOV$APH$CTAS$TMO
$1.3B
81 positions
#2Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$GLW$APH$MCD$PLD$LOW$AEP
$655M
539 positions
#3Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$GLW$MCD$LOW
$186M
101 positions
#4CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$MCD$PLD$TMO
$5.2B
56 positions
#5Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$DOV$GLW$PAYX$TMO
$223M
30 positions
#6HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$APH$CTAS
$410M
53 positions
#7PARTHENON LLCActive
Some overlap · 4 shared positions
$DOV$GLW$PAYX$PNC
$967M
129 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$CINF$MKC$MCD$PAYX$AEP$XEL
$2.2B
70 positions
#9Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$APH$MCD
$125M
54 positions
#10MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$DOV$CINF$MCD$LOW
$11.8B
2,251 positions
#11Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$GLW$PNC$MCD
$212M
171 positions
#12OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$APH$TMO
$560M
145 positions
#13Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$CTAS$PAYX
$1.1B
108 positions
#14Prudent Man Investment Management, Inc.Smart money
Some overlap · 6 shared positions
$DOV$TMO$XEL$LOW$PNC$MCD
$293M
169 positions
#15River Street Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$GLW$MCD$PLD
$324M
176 positions
#16Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$MCD$TMO
$313M
66 positions
#17Stillwater Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$MCD$LOW
$153M
83 positions
#18PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$MCD$LOW
$216M
110 positions
#19Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GLW$APH
$475M
154 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$GLW$LOW
$1.2B
127 positions
#21Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$MCD$LOW
$644M
172 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$APH$TMO
$769M
225 positions
#23WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$MCD$GLW
$1.5B
363 positions
#24Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$XEL
$701M
111 positions
#25Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$MCD$TMO
$1.2B
189 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.