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Hedge Funds Similar to Schear Investment Advisers

13F Portfolio OverlapQ2 2026Schear Investment Advisers portfolio →
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Most similar hedge funds by 13F overlap

Schear Investment Advisers, LLC is an institutional investor managing $299M across 83 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 Schear Investment Advisers are Bluebird Wealth, Insight Inv, Greystone Financial Group, with shared positions in $CRWD, $C, $VRT, $TJX, $LIN, $MS. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$CRWD$C$VRT$TJX$LIN
$115M
89 positions
#2Insight Inv LLCPassive
Some overlap · 6 shared positions
$C$MS$PNC$TJX$MRVL$AMGN
$212M
109 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$MS$TJX$LIN$MCK$AMGN
$358M
74 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$TJX$AMGN
$776M
493 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$MS$TJX$LIN$MCK$AMGN
$297M
103 positions
#6HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$VRT$C$MS$MRVL
$1.1B
115 positions
#7KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MOD$VRT$MS
$989M
93 positions
#8Galaxy Digital Capital Management GP LLCPassive
Some overlap · 4 shared positions
$CRWD$C$MS$VRT
$206M
67 positions
#9INSPIRE TRUST CO, N.A.Passive
Some overlap · 5 shared positions
$C$MS$DAL$LIN$CB
$727M
111 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$C$CRWD$VRT$MRVL
$560M
132 positions
#11Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$CRWD$MS$DAL$AMGN
$703M
160 positions
#12WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$C$TJX$CB
$654M
379 positions
#13ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CRWD$PNC$TJX$LIN$CB
$713M
97 positions
#14Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$C$AMGN$ULTA
$169M
35 positions
#15VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$CRWD$VRT$MRVL$ULTA
$315M
33 positions
#16WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$TJX$MCK
$276M
75 positions
#17Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$C$MS$TJX$MCK$PNC
$2.5B
156 positions
#18Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$VRT$CRWD$DAL$MRVL
$1.1B
70 positions
#19Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$C$VRT$MS
$9.7B
1,202 positions
#20Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$MOD$VRT$MRVL
$375M
75 positions
#21Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$C$CRWD$MS$AMGN
$288M
141 positions
#22Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$C$MS$PNC$ULTA
$680M
199 positions
#23SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$C$DAL$PNC$TJX
$145M
43 positions
#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$CRWD$VRT$LIN$AMGN$CB$MLM
$152M
84 positions
#25MRA Advisory GroupPassive
Some overlap · 4 shared positions
$VRT$C$MOD$AMGN
$276M
159 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.