13F Pro

Hedge Funds Similar to Schear Investment Advisers

13F Portfolio OverlapQ3 2026Schear Investment Advisers portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Schear Investment Advisers, LLC is an institutional investor managing $821M across 245 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 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
$210M
108 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$MS$TJX$LIN$MCK$AMGN
$360M
73 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$TJX$AMGN
$808M
315 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$MS$TJX$LIN$MCK$AMGN
$292M
99 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
$932M
89 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
$172M
36 positions
#15VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$CRWD$VRT$MRVL$ULTA
$264M
32 positions
#16WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$TJX$MCK
$263M
78 positions
#17Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$C$MS$TJX$MCK$PNC
$2.5B
156 positions
#18Zweig-DiMenna Associates LLCPassive
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
$334M
81 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
$638M
194 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
$155M
88 positions
#25MRA Advisory GroupPassive
Some overlap · 4 shared positions
$VRT$C$MOD$AMGN
$267M
152 positions

Compare Schear Investment Advisers’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Schear Investment Advisers’s holdings

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.