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Hedge Funds Similar to SC&H Financial Advisors,

13F Portfolio OverlapQ1 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 $663M across 155 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 SC&H Financial Advisors, are Ballast Financial Advisors, Wealth Architects,, ATLas Financial Planning, with shared positions in $AMN, $USB, $DOV, $HUM, $UNIT, $BRZE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 7 shared positions
$AMN$USB$DOV$HUM$UNIT$BRZE
$98M
68 positions
#2Wealth Architects, LLCPassive
Notable overlap · 7 shared positions
$AMN$DOV$HUM$LRCX$UNIT$NEE
$1.1B
244 positions
#3ATLas Financial Planning LLCActive
Notable overlap · 7 shared positions
$AMN$USB$DOV$WT$BRZE$DHR
$112M
69 positions
#4Andrews Advisory Associates, LLCActive
Some overlap · 6 shared positions
$AMN$HUM$DOV$NEE$MCD$UNH
$190M
82 positions
#5Friday FinancialActive
Some overlap · 6 shared positions
$AMN$HUM$NEE$UNIT$WT$BRZE
$290M
93 positions
#6FIDUCIARY ADVISORS, INC.Active
Some overlap · 6 shared positions
$AMN$UNIT$USB$BRZE$DHR$DOV
$133M
121 positions
#7Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$DOV$HUM$NEE
$120M
79 positions
#8FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$AMN$NEE$UNIT$WT$BRZE
$293M
105 positions
#9COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 5 shared positions
$AMN$UNIT$HUM$BRZE$DHR
$444M
156 positions
#10McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$AMN$DOV$NEE$WT
$119M
65 positions
#11ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$AMN$LRCX$NEE$WT$UNH
$84M
65 positions
#12Torren Management, LLCActive
Some overlap · 7 shared positions
$AMN$NEE$DHR$WT$UNIT$LRCX
$201M
983 positions
#13Foster Group, Inc.Active
Some overlap · 6 shared positions
$AMN$NEE$UNIT$DOV$USB$MCD
$3.4B
284 positions
#14BetterWealth, LLCSmart money
Some overlap · 6 shared positions
$AMN$USB$NEE$BRZE$HUM$LRCX
$510M
85 positions
#15PDS Planning, IncPassive
Some overlap · 5 shared positions
$AMN$HUM$UNIT$DOV$CINF
$1.5B
561 positions
#16Three Arch Wealth Management LLCActive
Some overlap · 4 shared positions
$AMN$NEE$UNIT$DOV
$556M
61 positions
#17CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMN$USB$NEE$WT
$309M
132 positions
#18Focus Partners Advisor Solutions, LLCPassive
Some overlap · 6 shared positions
$AMN$NEE$UNIT$BRZE$WT$HUM
$9.9B
1,249 positions
#19Compass Ion Advisors, LLCActive
Some overlap · 6 shared positions
$AMN$DOV$HUM$UNIT$DHR$NEE
$1.0B
279 positions
#20Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$AMN$HUM$UNIT$BRZE
$143M
56 positions
#21MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$AMN$UNIT$DOV$MCD$BRZE
$114M
77 positions
#22NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMN$NEE$UNIT$USB$HUM
$665M
255 positions
#23E&G Advisors, LPPassive
Some overlap · 6 shared positions
$HUM$LRCX$UNIT$USB$WT$NEE
$449M
236 positions
#24SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$USB$HUM
$154M
39 positions
#25FIDELITY D & D BANCORP INCActive
Some overlap · 6 shared positions
$AMN$HUM$MCD$WT$NEE$UNIT
$249M
107 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.