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Hedge Funds Similar to Schwallier Wealth

13F Portfolio OverlapQ1 2026Schwallier Wealth portfolio →
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Most similar hedge funds by 13F overlap

Schwallier Wealth Management LLC is an institutional investor managing $137M across 58 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 Schwallier Wealth are Hobart Private ,, WEALTH ,, Archer Investment ,, with shared positions in $GMM, $WT, $VLTO, $HUM, $DDOG, $UNIT. The full ranking of 25 similar funds is below.

#1Hobart Private Capital, LLCPassive
Notable overlap · 5 shared positions
$GMM$WT$VLTO$HUM$DDOG
$509M
132 positions
#2CAPITAL WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$GMM$WT$UNIT$SLV
$370M
34 positions
#3Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$WT$DDOG$HUM
$238M
108 positions
#4McNamara Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GMM$DDOG$HUM$WT$UNIT
$528M
99 positions
#5Financial Gravity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$GMM$WT$VLTO$SYK
$562M
973 positions
#6Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$WT$SYK
$139M
52 positions
#7Melone Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$WT$AGQ
$245M
60 positions
#8Values Added Financial LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$HUM$SYK
$238M
134 positions
#9ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$GMM$VLTO$DDOG$HUM
$324M
72 positions
#10Millington Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$WT$AGQ$HUM
$237M
119 positions
#11Sherman Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$WT$UNIT$HUM$AGQ
$116M
80 positions
#12MA Private WealthActive
Some overlap · 3 shared positions
$GMM$VLTO$HUM
$591M
86 positions
#13LPWM LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$UNIT
$396M
94 positions
#14Roan Capital PartnersPassive
Some overlap · 5 shared positions
$GMM$WT$AGQ$DDOG$SLV
$108M
77 positions
#15Opes Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$WT$DDOG
$609M
146 positions
#16PLANWISER FINANCIAL, LLCActive
Some overlap · 3 shared positions
$GMM$VLTO$DDOG
$138M
47 positions
#17THEORY FINANCIAL LLCPassive
Some overlap · 5 shared positions
$WT$DDOG$GMM$UNIT$BTC
$285M
94 positions
#18Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$SYK
$1.0B
145 positions
#19JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$GMM$HUM$WT$DDOG
$1.2B
819 positions
#20CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GMM$WT$UNIT
$1.3B
317 positions
#21Walsh & Associates, LLCPassive
Some overlap · 4 shared positions
$GMM$HUM$AGQ$PSA
$101M
287 positions
#22BRIGHTON SECURITIES CORP.Smart money
Some overlap · 5 shared positions
$GMM$VLTO$DDOG$HUM$SYK
$208M
47 positions
#23NewEdge Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$WT$DDOG$UNIT
$2.2B
1,217 positions
#24Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$DDOG$BTC
$225M
196 positions
#25EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$HUM$SLV$UNIT
$174M
112 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.