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Hedge Funds Similar to Schwallier Wealth

13F Portfolio OverlapQ2 2026Schwallier Wealth portfolio →
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Most similar hedge funds by 13F overlap

Schwallier Wealth Management LLC is an institutional investor managing $158M across 69 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 Schwallier Wealth are North Forty Two, Montis Financial, Ardent, with shared positions in $CEF, $SYK, $SLV. The full ranking of 3 similar funds is below.

#1North Forty Two & Co.Passive
Slight overlap · 3 shared positions
$CEF$SYK$SLV
$118M
104 positions
#2Montis Financial, LLCActive
Slight overlap · 3 shared positions
$CEF$SYK$SLV
$489M
152 positions
#3Ardent Capital Management, Inc.Smart money
Slight overlap · 3 shared positions
$SYK$SLV$CEF
$241M
47 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.