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Hedge Funds Similar to Mowery & Schoenfeld Wealth ,

13F Portfolio OverlapQ1 2026Mowery & Schoenfeld Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Mowery & Schoenfeld Wealth Management, LLC is an institutional investor managing $65M across 357 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 Mowery & Schoenfeld Wealth , are Larry Mathis Financial Planning,, Deane Retirement Strategies,, Clearstead ,, with shared positions in $AGQ, $BAC, $ELV, $LIN, $LOW, $NEE. The full ranking of 25 similar funds is below.

#1Larry Mathis Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$AGQ$BAC$ELV
$112M
156 positions
#2Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$LIN$LOW
$249M
57 positions
#3Clearstead Trust, LLCPassive
Notable overlap · 3 shared positions
$AGQ$LIN$NEE
$613M
981 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AGQ$TPL$BAC$AXP
$166M
72 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$LOW$CEG$LIN$NEE
$130M
96 positions
#6Sollinda Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$NEE$BAC$LOW
$412M
76 positions
#7Glen Eagle Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$NEE$CEG
$714M
1,021 positions
#8Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$AGQ$LOW$CEG
$253M
107 positions
#9MWA Asset ManagementPassive
Some overlap · 4 shared positions
$AGQ$BAC$CTVA$TRV
$182M
154 positions
#10ROCKLAND TRUST COActive
Some overlap · 3 shared positions
$AGQ$ELV$NEE
$2.5B
308 positions
#11Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$CTVA$AXP
$237M
119 positions
#12Royal Capital Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$LOW$NEE
$161M
96 positions
#13Plotkin Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$CEG$NEE$OKTA
$199M
100 positions
#14Pitti Group Wealth Management, LLCActive
Some overlap · 4 shared positions
$AGQ$BAC$LOW$NEE
$123M
81 positions
#15TICINO WEALTHPassive
Some overlap · 3 shared positions
$AGQ$LOW$CTVA
$288M
138 positions
#16Reyes Financial Architecture, Inc.Passive
Some overlap · 3 shared positions
$AGQ$AXP$OKTA
$122M
348 positions
#17Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 3 shared positions
$AGQ$BAC$LIN
$495M
128 positions
#18FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AGQ$BAC$LOW$NEE
$719M
135 positions
#19PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$LOW$AZN$AXP$CEG$LIN$WEC
$763M
214 positions
#20Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$AGQ$CTVA$NEE
$201M
109 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$BAC$ELV$LOW$AXP$TRV
$854M
145 positions
#22HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$OKTA$LOW$AXP$NEE$CEG
$909M
112 positions
#23Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$BAC$LOW$JCI$TRV$NEE
$9.8B
213 positions
#24Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BAC$JCI$CTVA$LOW$NEE
$123M
111 positions
#25Capital Investment Counsel, IncActive
Some overlap · 3 shared positions
$AGQ$LOW$BAC
$816M
249 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.