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Hedge Funds Similar to SCHNIEDERS

13F Portfolio OverlapQ2 2026SCHNIEDERS portfolio →
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Most similar hedge funds by 13F overlap

SCHNIEDERS CAPITAL MANAGEMENT, LLC. is an institutional investor managing $762M across 246 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 SCHNIEDERS are EDGAR LOMAX, Magellan Asset Ltd, First PREMIER Bank, with shared positions in $UNP, $AMGN, $SO, $DUK, $NEE, $WFC. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$UNP$AMGN$SO$DUK$NEE$WFC
$1.3B
58 positions
#2Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$D$UNP$SO$DUK$ES$NEE
$4.5B
78 positions
#3First PREMIER BankPassive
Some overlap · 6 shared positions
$UNP$AMGN$SO$WM$DUK$ES
$619M
358 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$AMGN$SO$UNP$WM$DUK$NEE
$239M
126 positions
#5Capital Innovations LLCPassive
Some overlap · 6 shared positions
$UNP$D$SO$WM$NEE$DUK
$385M
51 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$AMGN$UNP$SO$WFC$ABT$NEE
$108M
52 positions
#7Wilson & Boucher Capital Management, LLC
Some overlap · 6 shared positions
$AMGN$UNP$DUK$NEE$WFC$ABT
$170M
121 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$AMGN$UNP$SO$WM$NEE
$529M
75 positions
#9HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMGN$UNP$WM$DUK$NEE
$410M
53 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$AMGN$D$SO$DUK$ABT
$201M
57 positions
#11PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$AMGN$SO$WM$DUK$ABT
$1.2B
103 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$AMGN$SO$WM$DUK$ABT
$1.3B
97 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UNP$SO$DUK$ES$WFC
$233M
122 positions
#14ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$AMGN$SO$WM$WFC$ABT
$460M
220 positions
#15CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 5 shared positions
$UNP$AMGN$DUK$NEE$WFC
$231M
71 positions
#16BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$DUK$NEE$ABT
$8.0B
1,334 positions
#17Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$SO$AMGN$UNP$WM$DUK
$397M
167 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$UNP$WM$DUK$NEE$ABT
$321M
107 positions
#19GARRISON POINT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AMGN$UNP$WM$NEE$WFC
$247M
176 positions
#20TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$D$AMGN$UNP$ABT
$1.0B
880 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$D$AMGN$SO$DUK
$703M
160 positions
#22ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$D$UNP$SO$DUK
$665M
122 positions
#23Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$D$SO$DUK$NEE$WFC
$218M
204 positions
#24Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$AMGN$DUK$ES$NEE$WFC
$334M
127 positions
#25Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$AMGN$D$DUK$WFC
$116M
65 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.