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Hedge Funds Similar to Schuylkill Financial

13F Portfolio OverlapQ3 2026Schuylkill Financial portfolio →
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Most similar hedge funds by 13F overlap

Schuylkill Financial LLC is an institutional investor managing $102M across 66 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Schuylkill Financial are Cambridge Financial Group, CrossGen Wealth, BOURGEON, with shared positions in $C, $TJX, $ETN, $SYY, $UNP, $APD. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$C$TJX$ETN$SYY
$287M
33 positions
#2CrossGen Wealth, LLCPassive
Notable overlap · 4 shared positions
$ETN$UNP$TJX$APD
$129M
214 positions
#3BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ETN$C$UNP$HUBB$ENPH
$696M
113 positions
#4Vivid Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$MNST$ETN$UNP$TJX$APD
$280M
73 positions
#5Haverford Financial Services, Inc.Active
Notable overlap · 4 shared positions
$ETN$TJX$APD$NEE
$339M
49 positions
#6HENDLEY & CO INCActive
Notable overlap · 3 shared positions
$ETN$UNP$TJX
$283M
47 positions
#7Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$ETN$UNP$TJX
$110M
55 positions
#8Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$UNP$NEE
$879M
95 positions
#9Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$C$TJX$NEE
$409M
123 positions
#10Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ETN$TJX$UNP$APD$NEE
$170M
61 positions
#11HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$TJX$UNP$APD$ETN$NEE
$410M
53 positions
#12Sun Financial IncPassive
Some overlap · 5 shared positions
$MNST$UNP$ETN$TJX$APD
$212M
161 positions
#13Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$ETN$UNP$APD$NEE
$202M
87 positions
#14AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$ETN$C$NEE
$1.6B
120 positions
#15Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ETN$UNP$APD
$520M
106 positions
#16Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$TJX$C$MNST$FE
$2.5B
156 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$MNST$TJX$UNP$APD
$436M
104 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MNST$ETN$TJX$UNP$APD
$908M
182 positions
#19Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ETN$TJX$MNST$NEE
$1.6B
184 positions
#20Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$UNP$APD$NEE
$297M
129 positions
#21ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$ETN$TJX$UNP
$1.2B
215 positions
#22SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$C$TJX$UNP$NEE
$145M
43 positions
#23WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 3 shared positions
$C$ETN$UNP
$290M
133 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$ETN$APD$NEE
$108M
52 positions
#25RE ADVISERS CORPActive
Some overlap · 3 shared positions
$ETN$C$TJX
$4.0B
124 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.