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 OverlapQ2 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 $97M across 109 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 Schrum Private Wealth are HALL, SMITH CHAS P & ASSOCIATES PA CPAS, Willis Investment Counsel, with shared positions in $PEP, $LMT, $MCD, $ABT, $NEE, $ISRG. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$PEP $LMT $MCD $ABT $NEE $ISRG

$321M

107 positions

#2SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$LMT $PEP $ACN $MCD $UNP $NEE

$1.8B

176 positions

#3Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $ACN $PEP $ABT $MCD $PFE

$2.1B

125 positions

#4Focused Investors LLCActive

Notable overlap · 5 shared positions

$LMT $PEP $ACN $MCD $DIS

$3.0B

23 positions

#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$LMT $ACN $ABT $DOV $NEE $DIS

$2.1B

131 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$PEP $ABT $ACN $NEE $PFE $DIS

$116M

240 positions

#7BCWM, LLCPassive

Notable overlap · 5 shared positions

$ACN $LMT $PEP $PFE $UNP

$342M

57 positions

#8Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$LMT $PEP $ABT $MCD $UNP

$455M

57 positions

#9Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$PEP $ACN $MCD $LMT $NEE $PFE

$227M

73 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 8 shared positions

$LMT $MCD $NEE $PFE $DIS $SLB

$529M

75 positions

#11LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$PEP $ACN $ABT $MCD $UNP

$273M

104 positions

#12UNITED BANKActive

Some overlap · 6 shared positions

$DOV $MCD $ABT $PEP $AWK $LMT

$853M

130 positions

#13RBO & CO LLCActive

Some overlap · 6 shared positions

$PEP $LMT $ABT $MCD $DIS $PFE

$628M

56 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$PEP $LMT $MCD $ABT $NEE $UNP

$467M

118 positions

#15CINCINNATI INSURANCE COActive

Some overlap · 5 shared positions

$PEP $ABT $MCD $DOV $ACN

$6.9B

64 positions

#16BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$LMT $MCD $ABT $PEP $NEE $DIS

$453M

121 positions

#17B&D White Capital Company, LLCActive

Some overlap · 5 shared positions

$LMT $PEP $ABT $MCD $GIS

$1.0B

94 positions

#18Patrick Mauro Investment Advisor, INC.Active

Some overlap · 5 shared positions

$LMT $PEP $MCD $PFE $DOV

$199M

38 positions

#19Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$LMT $PEP $ACN $NEE $PFE

$181M

50 positions

#20Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$PEP $DOV $MCD $GIS $NEE

$497M

948 positions

#21Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$PEP $LMT $MCD $PFE $SLB

$968M

178 positions

#22DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$PEP $ABT $MCD $ACN $DIS

$235M

96 positions

#23Center for Wealth Management AdvisoryActive

Some overlap · 4 shared positions

$LMT $PEP $ABT $ACN

$159M

62 positions

#24Stack Financial Management, IncActive

Some overlap · 6 shared positions

$LMT $DOV $PEP $NEE $UNP $AEE

$1.3B

54 positions

#25Welch Group, LLCPassive

Some overlap · 5 shared positions

$LMT $PEP $MCD $NEE $PFE

$2.9B

326 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.