13F Pro

Hedge Funds Similar to Schiavi

13F Portfolio OverlapQ2 2026Schiavi portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Schiavi & Co LLC is an institutional investor managing $378M across 60 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 Schiavi are Verity & Verity, Monte Financial Group, DCM Advisors, with shared positions in $DELL, $ACN, $OKE, $WFC, $ABT, $T. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Notable overlap · 3 shared positions
$DELL$ACN$OKE
$1.5B
138 positions
#2Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$WFC$ACN$DELL$ABT
$312M
102 positions
#3DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$WFC$T
$253M
38 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$DELL$ABT$WFC
$2.5B
270 positions
#5Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DELL$T$OKE
$160M
124 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$T$WFC$OKE
$233M
122 positions
#7Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$WFC$CTVA$Q
$155M
54 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$WFC$T$OKE
$116M
65 positions
#9Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$CTVA$WFC$EW
$47.7B
212 positions
#10Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$DELL$OKE$T
$308M
169 positions
#11Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$WFC$Q$ABT
$186M
61 positions
#12NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$ABT$T
$863M
131 positions
#13CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$CTVA$ACN$WFC$KEYS
$3.1B
340 positions
#14Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$A$ABT$EW
$132M
34 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$OKE$ABT
$296M
134 positions
#16PGGM InvestmentsActive
Some overlap · 3 shared positions
$EXR$ABT$CTVA
$4.1B
59 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$WFC$Q$T
$1.0B
765 positions
#18WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$CTVA$Q$ACN
$742M
119 positions
#19DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$CTVA$ACN$ABT
$1.8B
269 positions
#20FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$CTVA$Q$ABT
$1.2B
180 positions
#21Sprinkle Financial Consultants LLCActive
Some overlap · 3 shared positions
$T$OKE$WFC
$255M
104 positions
#22Willis Investment CounselActive
Some overlap · 3 shared positions
$KEYS$ACN$ABT
$2.1B
125 positions
#23EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$T$WFC$ABT
$1.3B
58 positions
#24IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$DELL$OKE$T
$1.3B
209 positions
#25TECTONIC ADVISORS LLCPassive
Some overlap · 3 shared positions
$OKE$T$DELL
$2.1B
289 positions

Compare Schiavi’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 Schiavi’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.