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Hedge Funds Similar to SCHNIEDERS ,

13F Portfolio OverlapQ1 2026SCHNIEDERS , portfolio →
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Most similar hedge funds by 13F overlap

SCHNIEDERS CAPITAL MANAGEMENT, LLC. is an institutional investor managing $629M across 206 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 SCHNIEDERS , are Aull & Monroe Investment, EDGAR LOMAX /VA, Slagle Financial,, with shared positions in $AMGN, $BAC, $SO, $WM, $DUK, $UNP. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 8 shared positions
$AMGN$BAC$SO$WM$DUK$UNP
$215M
125 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$BAC$AMGN$SO$UNP$DUK$WFC
$1.4B
56 positions
#3Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$BAC$D$SO$AMGN$IBM$WFC
$303M
121 positions
#4Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$BAC$UNP$DUK$AMGN$IBM$WFC
$685M
380 positions
#5Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$BAC$D$SO$DUK$IBM$NEE
$193M
188 positions
#6Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$BAC$D$DUK$AMGN$SO$IBM
$638M
158 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$AMGN$D$SO$DUK$KMI$MCD
$187M
55 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$SO$UNP$DUK$ES$IBM$WFC
$220M
148 positions
#9AEGON USA Investment Management, LLCSmart money
Some overlap · 6 shared positions
$BAC$SO$DUK$APO$WFC$NEE
$128M
41 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$AMGN$SO$UNP$ABT$WFC$MCD
$98M
50 positions
#11Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$BAC$AMGN$ES$IBM$NEE$MCD
$223M
109 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$BAC$AMGN$IBM$WFC$ABT$MCD
$170M
82 positions
#13JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$BAC$AMGN$SO$WM$DUK$MCD
$822M
214 positions
#14New England Research & Management, Inc.Passive
Some overlap · 7 shared positions
$AMGN$IBM$UNP$WFC$ABT$NEE
$237M
143 positions
#15Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$BAC$WM$AMGN$IBM$NEE$MCD
$334M
115 positions
#16Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$AMGN$WFC$NEE$KMI$MCD
$210M
79 positions
#17apricus wealth, LLCPassive
Some overlap · 5 shared positions
$BAC$AMGN$SO$DUK$KMI
$205M
120 positions
#18ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$D$SO$UNP$DUK$IBM$MCD
$639M
126 positions
#19ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$BAC$AMGN$SO$WM$WFC
$417M
199 positions
#20Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$BAC$WM$UNP$IBM$MCD$NEE
$1.2B
263 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$AMGN$WM$DUK$IBM$ABT$MCD
$353M
78 positions
#22CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$AMGN$DUK$IBM$NEE
$1.3B
118 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$BAC$WM$WFC$ABT$KMI$MCD
$2.3B
264 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$BAC$AMGN$UNP$ABT$MCD
$260M
101 positions
#25ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 5 shared positions
$BAC$SO$APO$DUK$NEE
$3.6B
215 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.