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Hedge Funds Similar to Schulz Wealth, LTD.

13F Portfolio OverlapQ4 2025Schulz Wealth, LTD. portfolio →
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Most similar hedge funds by 13F overlap

Schulz Wealth, LTD. is an institutional investor managing $156M across 62 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Schulz Wealth, LTD. are Beacon Financial Strategies, Pinnacle Wealth Group,, Curran Financial Partners,, with shared positions in $BRZE, $UPST, $DUK, $RSG, $GBTC, $BTSG. The full ranking of 16 similar funds is below.

#1Beacon Financial Strategies CORPActive
Notable overlap · 3 shared positions
$BRZE$UPST$DUK
$176M
177 positions
#2Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$RSG$DUK
$204M
120 positions
#3Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$BRZE$UPST$GBTC
$559M
127 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPST$BRZE$DUK
$350M
95 positions
#5MASECO LLPActive
Some overlap · 3 shared positions
$UPST$BRZE$RSG
$3.2B
391 positions
#6Edge Financial Advisors LLC
Some overlap · 4 shared positions
$UPST$BRZE$DUK$GBTC
$238M
135 positions
#7Aptus Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$BRZE$UPST$DUK
$12.7B
1,671 positions
#8Elm Partners Management LLCActive
Some overlap · 3 shared positions
$UPST$BRZE$DUK
$2.3B
158 positions
#9Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$BRZE$UPST$DUK
$111M
63 positions
#10Successful Portfolios LLCPassive
Some overlap · 3 shared positions
$UPST$BRZE$DUK
$181M
188 positions
#11Five Pine Wealth ManagementActive
Slight overlap · 3 shared positions
$UPST$BTSG$BRZE
$161M
47 positions
#12Hardin Capital Partners, LLCActive
Slight overlap · 3 shared positions
$BRZE$DUK$UPST
$216M
140 positions
#13Integrity Financial Corp /WAPassive
Slight overlap · 3 shared positions
$GBTC$RSG$BTSG
$201M
292 positions
#14DecisionPoint Financial, LLCActive
Slight overlap · 3 shared positions
$BRZE$RSG$UPST
$464M
679 positions
#15CURA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$GBTC$BRZE$DUK
$223M
126 positions
#16EdgeRock Capital LLCActive
Slight overlap · 3 shared positions
$DUK$BTSG$BRZE
$370M
126 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.