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 Mowery & Schoenfeld Wealth

13F Portfolio OverlapQ2 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 $73M across 363 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 Mowery & Schoenfeld Wealth are Community Financial Services Group, Aviance Partners, RWA WEALTH PARTNERS, with shared positions in $BLK, $LOW, $KLAC, $AXP, $LIN, $ETN. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$BLK $LOW $KLAC $AXP $LIN $ETN

$655M

539 positions

#2Aviance Capital Partners, LLCPassive

Some overlap · 6 shared positions

$BLK $LOW $KLAC $AXP $LIN $TRV

$963M

388 positions

#3RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$BLK $TPL $KLAC $AXP $LIN $ETN

$10.4B

645 positions

#4CRAWFORD INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$BLK $JCI $AXP $AZN $WEC

$6.0B

306 positions

#5W.H. Cornerstone Investments Inc.Passive

Some overlap · 5 shared positions

$BLK $LOW $KLAC $LIN $ETN

$177M

141 positions

#6PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 5 shared positions

$BLK $LOW $AXP $LIN $WEC

$844M

219 positions

#7Norway Savings BankPassive

Some overlap · 4 shared positions

$BLK $JCI $LOW $KLAC

$244M

103 positions

#8TMB Capital Partners, LLCPassive

Some overlap · 4 shared positions

$TPL $JCI $LOW $ETN

$329M

181 positions

#9Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$BLK $LOW $LIN $WEC $CEG

$253M

63 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ELV $BLK $LIN $WEC

$529M

72 positions

#11VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 5 shared positions

$BLK $AXP $AZN $ETN $WEC

$5.0B

245 positions

#12EVEXIA WEALTH LLCPassive

Some overlap · 5 shared positions

$BLK $LOW $KLAC $CEG $ETN

$369M

77 positions

#13WELLINGTON MANAGEMENT GROUP LLPPassive

Some overlap · 5 shared positions

$BLK $KLAC $ELV $AZN $ETN

$580.2B

1,921 positions

#14Summit Street Capital Management, LLCActive

Some overlap · 3 shared positions

$TPL $ELV $KLAC

$713M

31 positions

#15EASTERN BANKPassive

Some overlap · 5 shared positions

$BLK $KLAC $AXP $LIN $ETN

$6.6B

1,107 positions

#16Crumly & Associates Inc.Passive

Some overlap · 5 shared positions

$BLK $KLAC $AXP $AZN $CEG

$563M

207 positions

#17Petros Family Wealth, LLCPassive

Some overlap · 4 shared positions

$BLK $LOW $KLAC $AXP

$164M

134 positions

#18Asio Capital, LLCActive

Some overlap · 4 shared positions

$ELV $LOW $AXP $AZN

$816M

131 positions

#19Vivid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$TPL $KLAC $AXP $ETN

$280M

73 positions

#20Teamwork Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$TPL $KLAC $AXP $ETN

$908M

182 positions

#21EagleClaw Capital Managment, LLCPassive

Some overlap · 4 shared positions

$TPL $LOW $LIN $ETN

$745M

145 positions

#22CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$LOW $Q $AXP $LIN $ETN

$1.2B

153 positions

#23FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$BLK $LOW $KLAC $AZN

$1.3B

393 positions

#24GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$ELV $LOW $AXP $TRV

$906M

153 positions

#25WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$BLK $LIN $ETN $CTVA $Q

$1.3B

73 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.