Hedge Funds Similar to Scott Advisors

13F Portfolio OverlapQ2 2026Scott Advisors portfolio →

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Most similar hedge funds by 13F overlap

Scott Capital Advisors, LLC is an institutional investor managing $639M across 66 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 Scott Advisors are DMKC Advisory Services, Allied Investment Advisors, THAMES, with shared positions in $STT, $O, $C, $WFC, $CIFR, $NKE. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$STT $O $C $WFC

$530M

92 positions

#2Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$797M

110 positions

#3THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$1.2B

56 positions

#4SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 3 shared positions

$169M

104 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$STT $SBUX $WFC

$1.3B

99 positions

#6Creekside PartnersPassive

Some overlap · 3 shared positions

$STT $SBUX $WFC

$276M

193 positions

#7CWC Advisors, LLC.Passive

Some overlap · 3 shared positions

$225M

152 positions

#8GLOBALT Investments LLC / GAActive

Some overlap · 3 shared positions

$3.0B

213 positions

#9Richmond Brothers, Inc.Passive

Some overlap · 3 shared positions

$192M

96 positions

#10Talon Private Wealth, LLC

Some overlap · 3 shared positions

$753M

187 positions

#11Altrius Capital Management IncPassive

Some overlap · 3 shared positions

$526M

89 positions

#12Slagle Financial, LLCPassive

Some overlap · 4 shared positions

$O $SBUX $C $WFC

$334M

127 positions

#13Cohen Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$O $SBUX $WFC $C

$223M

81 positions

#14Goldstone Financial Group, LLCPassive

Slight overlap · 3 shared positions

$1.1B

243 positions

#15INSPIRE TRUST CO, N.A.Passive

Slight overlap · 4 shared positions

$STT $SBUX $FERG $C

$727M

111 positions

#16Massachusetts Wealth ManagementPassive

Slight overlap · 3 shared positions

$262M

98 positions

#17HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$732M

123 positions

#18Asset Planning,IncPassive

Slight overlap · 3 shared positions

$154M

334 positions

#19WFA of San Diego, LLCPassive

Slight overlap · 4 shared positions

$STT $O $WFC $C

$122M

94 positions

#20Dickmeyer Boyce Financial Management, Inc.Passive

Slight overlap · 3 shared positions

$193M

129 positions

#21Black Maple Capital Management LPActive

Slight overlap · 3 shared positions

$176M

94 positions

#22LSV ASSET MANAGEMENTActive

Slight overlap · 3 shared positions

$55.1B

889 positions

#23ADAPT Investment Managers SAActive

Slight overlap · 4 shared positions

$SBUX $NKE $C $WFC

$12.6B

133 positions

#24HARRIS ASSOCIATES L PActive

Slight overlap · 3 shared positions

$75.4B

162 positions

#25SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$296M

134 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.