How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SHEETS SMITH WEALTH

13F Portfolio OverlapQ1 2026SHEETS SMITH WEALTH portfolio →

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Most similar hedge funds by 13F overlap

SHEETS SMITH WEALTH MANAGEMENT is an institutional investor managing $1.0B across 408 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SHEETS SMITH WEALTH are Greystone Financial Group,, Vertrix Wealth ,, R.H. Dinel Investment Counsel,, with shared positions in $KO, $TJX, $MS, $SPG, $AMGN, $SNOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$KO $TJX $MS $SPG $AMGN $SNOW

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$TJX $KO $MS $SPG $AMGN $SNOW

$272M

95 positions

#3R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$KO $OKE $EPD $AMGN

$124M

40 positions

#4Meadowbrook Advisors Group, LLCPassive

Some overlap · 5 shared positions

$KO $MS $ECL $TJX $AMGN

$168M

136 positions

#5Socorro Asset Management LPPassive

Some overlap · 3 shared positions

$KO $OKE $MS

$221M

32 positions

#6Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$TJX $KO $MS $SPG $AMGN

$163M

52 positions

#7Family Legacy, Inc.Passive

Some overlap · 5 shared positions

$KO $MS $AMGN $SNOW $DUK

$333M

124 positions

#8Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$KO $TJX $MS $HUM

$446M

104 positions

#9ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 4 shared positions

$KO $AMGN $CPRT $DUK

$493M

189 positions

#10Colonial Trust Co / SCPassive

Some overlap · 6 shared positions

$MS $TJX $KO $DUK $FCNCA $HUM

$735M

1,135 positions

#11FAYEZ SAROFIM & COActive

Some overlap · 4 shared positions

$KO $EPD $MS $INTU

$39.1B

294 positions

#12Catherine Avery Investment Management LLCPassive

Some overlap · 3 shared positions

$KO $OKE $AMGN

$223M

109 positions

#13GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$OKE $TJX $SPG $AMGN $TSCO

$201M

165 positions

#14RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$TJX $ULTA $AMGN $GWW $INTU $UBER

$2.4B

234 positions

#15Stillwater Wealth Management GroupPassive

Some overlap · 4 shared positions

$KO $TJX $MS $AMGN

$162M

77 positions

#16Blossom Wealth ManagementPassive

Some overlap · 6 shared positions

$ECL $TJX $AMGN $SNOW $KO $HUM

$67M

74 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$KO $OKE $DUK

$220M

148 positions

#18NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 4 shared positions

$KO $TJX $IQV $INTU

$1.5B

105 positions

#19Capital Wealth Planning, LLCActive

Some overlap · 4 shared positions

$KO $TJX $AMGN $DUK

$18.1B

151 positions

#20Hardworking Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$KO $TSCO $PSA $TJX $AMGN

$107M

83 positions

#21Trinity Legacy Partners, LLCPassive

Some overlap · 4 shared positions

$KO $TJX $EPD $AMGN

$462M

106 positions

#22Hedeker Wealth, LLCPassive

Some overlap · 5 shared positions

$OKE $MS $ULTA $COHR $UBER

$474M

87 positions

#23DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$OKE $EPD $TJX $AMGN $INTU

$501M

138 positions

#24Castle Rock Wealth Management, LLCPassive

Some overlap · 3 shared positions

$KO $OKE $AMGN

$462M

262 positions

#25FORBES J M & CO LLPActive

Some overlap · 4 shared positions

$KO $TJX $ECL $HUM

$1.2B

150 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.