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 SHEPHERD KAPLAN KROCHUK,

13F Portfolio OverlapQ1 2026SHEPHERD KAPLAN KROCHUK, portfolio →

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Most similar hedge funds by 13F overlap

SHEPHERD KAPLAN KROCHUK, LLC is an institutional investor managing $119M across 61 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 SHEPHERD KAPLAN KROCHUK, are Emissary Wealth, Hershey Financial Advisers,, Ballast Rock Private Wealth, with shared positions in $APP, $NOW, $SNOW, $ET, $AGQ, $DOW. The full ranking of 25 similar funds is below.

#1Emissary Wealth LLCPassive

Notable overlap · 6 shared positions

$APP $NOW $SNOW $ET $AGQ $DOW

$107M

54 positions

#2Hershey Financial Advisers, LLCPassive

Notable overlap · 6 shared positions

$APP $FITB $SCHW $SNOW $SOLV $DDOG

$116M

80 positions

#3Ballast Rock Private Wealth LLCPassive

Notable overlap · 8 shared positions

$JHG $SOLV $SCHW $SNOW $ALPS $DDOG

$181M

177 positions

#4MBA Advisors LLCPassive

Notable overlap · 7 shared positions

$SOLV $JHG $SNOW $IBM $AGQ $VZ

$260M

146 positions

#5Royal Palms Capital LLCPassive

Notable overlap · 7 shared positions

$ET $SCHW $KMI $NEM $EPD $IBM

$101M

50 positions

#6Keeler Thomas Management LLCPassive

Notable overlap · 7 shared positions

$JHG $FITB $ET $KMI $PFE $DUK

$236M

118 positions

#7Graney & King, LLCActive

Notable overlap · 4 shared positions

$APP $SNOW $AGQ $JHG

$186M

370 positions

#8MGB Wealth Management, LLC

Notable overlap · 3 shared positions

$APP $AGQ $ALPS

$350M

308 positions

#9Sage Mountain Advisors LLCActive

Notable overlap · 4 shared positions

$SOLV $JHG $DDOG $IBIT

$1.4B

281 positions

#10Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$SOLV $JHG $AGQ

$462M

53 positions

#11Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$ET $KMI $EPD $DOW $NEM

$1.7B

67 positions

#12Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SOLV $NOW $SNOW $IBM

$133M

70 positions

#13Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$SOLV $NOW $SCHW

$436M

125 positions

#14Plan Group Financial, LLCPassive

Notable overlap · 8 shared positions

$SOLV $APP $PFE $FITB $DUK $IBM

$426M

229 positions

#15Energy Income Partners, LLCActive

Notable overlap · 4 shared positions

$ET $KMI $DUK $EPD

$6.2B

87 positions

#16Bienville Capital Management, LLCPassive

Notable overlap · 7 shared positions

$JHG $APP $SNOW $DUK $IBIT $DDOG

$550M

74 positions

#17Financial Futures Ltd Liability Co.Active

Notable overlap · 8 shared positions

$SOLV $SCHW $SNOW $IBIT $DDOG $IBM

$228M

72 positions

#18TT Capital Management LLCActive

Notable overlap · 8 shared positions

$JHG $DUK $PFE $DOW $EPD $VZ

$121M

73 positions

#19BARD ASSOCIATES INCPassive

Some overlap · 4 shared positions

$JHG $SCHW $SNOW $ALPS

$398M

292 positions

#20Fractal Investments LLCActive

Some overlap · 4 shared positions

$ET $KMI $EPD $NEM

$845M

81 positions

#21INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$ET $KMI $EPD $DUK

$1.4B

149 positions

#22CYPRESS FINANCIAL PLANNING LLCActive

Some overlap · 4 shared positions

$APP $SCHW $DDOG $IBM

$363M

102 positions

#23Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$JHG $SOLV $KMI $AGQ $SNOW

$905M

310 positions

#24GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$JHG $FITB $SNOW $DDOG $GILD

$318M

182 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$JHG $KMI $DUK $IBM

$367M

141 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.