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 Schrum Private Wealth

13F Portfolio OverlapQ1 2026Schrum Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Schrum Private Wealth Management LLC is an institutional investor managing $131M across 126 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 Schrum Private Wealth are Sun Group Wealth Partners, Asset Advisors Investment ,, Covea Finance, with shared positions in $MAR, $PANW, $PLTR, $ABT, $LMT, $KO. The full ranking of 25 similar funds is below.

#1Sun Group Wealth PartnersPassive

Some overlap · 7 shared positions

$MAR $PANW $PLTR $ABT $LMT $KO

$127M

73 positions

#2Asset Advisors Investment Management, LLCActive

Some overlap · 6 shared positions

$MAR $DOV $AWK $ABT $KO $ACN

$1.0B

106 positions

#3Covea FinanceActive

Some overlap · 7 shared positions

$PANW $AWK $ABT $MAR $ISRG $KO

$2.9B

146 positions

#4OMC Financial Services LTDActive

Some overlap · 5 shared positions

$MAR $LMT $PANW $MCD $KO

$258M

64 positions

#5UNITED BANKActive

Some overlap · 6 shared positions

$DOV $LMT $ABT $AWK $MCD $KO

$781M

121 positions

#6Papamarkou Wellner Asset Management inc.Passive

Some overlap · 6 shared positions

$MAR $LMT $ABT $ISRG $MCD $KO

$164M

86 positions

#7PW Nova Financial Services LLCPassive

Some overlap · 6 shared positions

$MAR $HUM $PLTR $LMT $PANW $KO

$399M

193 positions

#8CAMBIENT FAMILY OFFICE, LLCPassive

Some overlap · 7 shared positions

$PLTR $ABT $ISRG $MCD $KO $AMAT

$716M

261 positions

#9CFO CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MAR $PLTR $ABT $PANW $AMAT

$121M

104 positions

#10Fingerlakes Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MAR $DOV $AMAT $MCD $HUM $LMT

$151M

97 positions

#11Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$MAR $LMT $HUM $ACN

$170M

48 positions

#12Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$MAR $DOV $HUM $MDY $KO

$191M

88 positions

#13Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LMT $HUM $ABT $MCD $KO

$446M

104 positions

#14CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 6 shared positions

$MAR $HUM $MCD $MDY $NSC $KO

$105M

80 positions

#15CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 5 shared positions

$MAR $HUM $MCD $AMAT $IAU

$689M

198 positions

#16PeakShares LLCPassive

Some overlap · 4 shared positions

$MAR $PLTR $PANW $MCD

$109M

116 positions

#17CDKV HOLDINGS LLCActive

Some overlap · 5 shared positions

$MAR $HUM $KO $PANW $LMT

$114M

275 positions

#18Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 6 shared positions

$MAR $HUM $DOV $PLTR $IAU $MCD

$233M

105 positions

#19CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$MAR $DOV $LMT $PLTR

$157M

130 positions

#20W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MAR $LMT $HUM $KO $MCD

$195M

141 positions

#21MOSELEY INVESTMENT MANAGEMENT INCPassive

Some overlap · 5 shared positions

$LMT $PLTR $HUM $MAR $DOV

$314M

163 positions

#22Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$PANW $PLTR $LMT $ISRG $MDY

$646M

274 positions

#23NS Partners LtdActive

Some overlap · 5 shared positions

$MAR $ISRG $MCD $KO $AMAT

$2.2B

71 positions

#24Enclave Advisors LLCActive

Some overlap · 4 shared positions

$MAR $PLTR $HUM $KO

$729M

132 positions

#25Olistico Wealth, LLCPassive

Some overlap · 5 shared positions

$MAR $MCD $PLTR $KO $LMT

$203M

341 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.