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Hedge Funds Similar to SCHOLTZ & COMPANY

13F Portfolio OverlapQ2 2026SCHOLTZ & COMPANY portfolio →
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Most similar hedge funds by 13F overlap

SCHOLTZ & COMPANY, LLC is an institutional investor managing $200M across 48 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 SCHOLTZ & COMPANY are Blue Chip Partners, Suncoast Equity, LEE JOHNSON, with shared positions in $ASML, $PWR, $ETN, $MS, $NEE, $MCK. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$ASML$PWR$ETN$MS$NEE
$1.6B
184 positions
#2Suncoast Equity ManagementActive
Notable overlap · 5 shared positions
$ETN$MCK$SPGI$ASML$UBER
$798M
63 positions
#3LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$ASML$MS$PWR$LMT
$320M
82 positions
#4Robbins FarleyPassive
Notable overlap · 6 shared positions
$PWR$ETN$UBER$CASY$DIS$NEE
$260M
157 positions
#5MayTech Global Investments, LLCActive
Notable overlap · 4 shared positions
$ASML$DXCM$UBER$ISRG
$900M
22 positions
#6Advocacy Wealth Management, LLCActive
Notable overlap · 5 shared positions
$ASML$SPGI$ETN$UBER$VIK
$2.8B
151 positions
#7BRIDGER MANAGEMENT, LLC
Notable overlap · 4 shared positions
$MS$DXCM$UBER$TOST
$150M
24 positions
#8LYELL WEALTH MANAGEMENT, LPPassive
Notable overlap · 5 shared positions
$ASML$PWR$MS$ISRG$UBER
$1.6B
232 positions
#9Freedom Day Solutions, LLCActive
Notable overlap · 5 shared positions
$ASML$PWR$CASY$MS$SPGI
$452M
134 positions
#10Walter Public Investments Inc.Passive
Notable overlap · 4 shared positions
$ASML$MCK$DIS$VIK
$416M
53 positions
#11ELLERSON GROUP INC /ADVPassive
Notable overlap · 5 shared positions
$ASML$DXCM$TOST$ISRG$FDXF
$169M
64 positions
#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$ASML$PWR$MCK$NEE
$78M
44 positions
#13Titan Investment Management LLCActive
Notable overlap · 4 shared positions
$MS$PWR$MCK$LMT
$135M
38 positions
#14Dorsey Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$ASML$SPGI$UBER
$1.6B
11 positions
#15Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$ASML$PWR$TOST$UBER
$63M
54 positions
#16Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$PWR$ETN$DIS$TTEK$NEE
$129M
94 positions
#17Chicago Capital, LLCActive
Some overlap · 4 shared positions
$ASML$UBER$DXCM$PWR
$4.2B
361 positions
#18Washington Trust Advisors, Inc.Passive
Some overlap · 6 shared positions
$PWR$UBER$DIS$SPGI$ASML$ISRG
$1.3B
724 positions
#19Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$ASML$MS$ETN$ISRG
$72M
52 positions
#20BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$ASML$MCK$UBER
$926M
149 positions
#21Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$ASML$MS$ETN$ISRG
$424M
49 positions
#22Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$ASML$MCK$UBER$ISRG
$456M
50 positions
#23Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$ASML$PWR$UBER
$118M
25 positions
#24FAYEZ SAROFIM & CO
Some overlap · 5 shared positions
$ASML$ETN$SPGI$ISRG$MS
$42.5B
300 positions
#25Barden Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$UBER$CASY$SPGI
$108M
53 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.