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Hedge Funds Similar to SCS

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

SCS Capital Management LLC is an institutional investor managing $10.6B across 485 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 SCS are RETIREMENT STRATEGIES, Weil Company, New England Private Wealth Advisors, with shared positions in $DOV, $LPLA, $MDY, $MUFG, $EPD, $HPE. The full ranking of 25 similar funds is below.

#1RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$LPLA$MDY
$288M
68 positions
#2Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MDY$MUFG
$580M
134 positions
#3New England Private Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$MDY$MUFG
$1.0B
205 positions
#4Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$DOV$EPD$HPE
$194M
110 positions
#5Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$MS$HPE
$336M
121 positions
#6Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$MS$MDY
$392M
150 positions
#7Financial Plan, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$QCOM$MS
$1.1B
95 positions
#8Junk Investment Group, LLCActive
Notable overlap · 5 shared positions
$DOV$MDY$TFC$HPE$QCOM
$241M
98 positions
#9Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$DOV$MDY$QCOM
$418M
232 positions
#10Addis & Hill, IncSmart money
Notable overlap · 4 shared positions
$DOV$ET$TRGP$EPD
$181M
29 positions
#11Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$MS
$174M
176 positions
#12Frisch Financial Group, Inc.Passive
Some overlap · 4 shared positions
$DOV$MDY$EPD$MS
$583M
187 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$QCOM$EPD
$212M
171 positions
#14SIMON QUICK ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DOV$MS$ET$TFC
$2.6B
455 positions
#15Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ET$EPD
$148M
200 positions
#16SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$QCOM$HPE
$216M
77 positions
#17HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$MDY$MS
$390M
88 positions
#18XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$MUFG$MS
$929M
380 positions
#19Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$MDY$EPD
$276M
193 positions
#20Evanson Financial, LLCActive
Some overlap · 4 shared positions
$DOV$EPD$ET$MDY
$2.0B
316 positions
#21Evanson Asset Management, LLC
Some overlap · 4 shared positions
$DOV$EPD$ET$MDY
$1.9B
321 positions
#22MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MDY$TRGP$TFC
$171M
73 positions
#23Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$MS
$445M
141 positions
#24River Street Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$MS$QCOM$PHM
$324M
176 positions
#25MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$MDY$MS
$645M
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.