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Hedge Funds Similar to SC&H Financial Advisors

13F Portfolio OverlapQ2 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 $754M across 160 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 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
$686M
532 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
$248M
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
$962M
133 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$CINF$MKC$MCD$PAYX$AEP$XEL
$2.7B
54 positions
#9Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$APH$MCD
$123M
57 positions
#10MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$DOV$CINF$MCD$LOW
$11.5B
1,903 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
102 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
$340M
177 positions
#16Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$MCD$TMO
$300M
68 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
$639M
179 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$APH$TMO
$760M
229 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
$695M
111 positions
#25Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$MCD$TMO
$1.1B
154 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.