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Hedge Funds Similar to Shaker Financial Services

13F Portfolio OverlapQ3 2026Shaker Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Shaker Financial Services, LLC is an institutional investor managing $303M across 144 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shaker Financial Services are PMG Family Office, 1607 Partners, BLUE BELL PRIVATE WEALTH, with shared positions in $USA, $EOI, $FFA, $EOS, $ETB, $ASG. The full ranking of 24 similar funds is below.

#1PMG Family Office LLCActive
Notable overlap · 11 shared positions
$USA$EOI$FFA$EOS$ETB$ASG
$108M
112 positions
#21607 Capital Partners, LLCActive
Notable overlap · 11 shared positions
$EEA$STEW$TWN$USA$CSQ$JCE
$1.1B
141 positions
#3BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Notable overlap · 8 shared positions
$RVT$GAM$RMT$STEW$GDV$SPE
$802M
716 positions
#4Karpus Management, Inc.Passive
Notable overlap · 7 shared positions
$GDV$ASG$CSQ$CHW$USA$ETO
$3.5B
233 positions
#5INTEGRATED CAPITAL MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$ETB$STEW$EOS$DBL$ETW
$139M
66 positions
#6Saba Capital Management, L.P.Passive
Some overlap · 7 shared positions
$GAM$GDV$RMT$RVT$USA$TWN
$3.9B
400 positions
#7Quantedge Capital Pte LtdActive
Some overlap · 9 shared positions
$STEW$HGLB$USA$TWN$RVT$GDV
$132M
49 positions
#8Matisse CapitalPassive
Some overlap · 5 shared positions
$STEW$TWN$HGLB$EEA$RGT
$250M
158 positions
#9Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$RVT$SABA$RMT$MSD
$159M
200 positions
#10Bulldog Investors, LLPPassive
Some overlap · 4 shared positions
$STEW$GAM$GDV$IAE
$455M
225 positions
#11RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$GAB$USA$SABA$RMT$RVT
$2.1B
585 positions
#12Atlas Wealth LLCActive
Some overlap · 5 shared positions
$STEW$GAM$RGT$TWN$EEA
$701M
178 positions
#13Smith Asset Management Co., LLCActive
Some overlap · 4 shared positions
$FFA$SOR$CSQ$BLW
$123M
73 positions
#14Rareview Capital LLCActive
Some overlap · 4 shared positions
$DSL$BWG$ERC$MSD
$179M
51 positions
#15Gridiron Partners, LLCSmart money
Some overlap · 5 shared positions
$DSL$BLW$DBL$SABA$PFN
$199M
52 positions
#16Advisory Advocates, LLCPassive
Some overlap · 3 shared positions
$RVT$STEW$CSQ
$117M
188 positions
#17Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$SABA$TWN$GHY
$326M
129 positions
#18Logan Stone Capital, LLCActive
Some overlap · 5 shared positions
$RVT$EAD$USA$EOS$ETW
$473M
155 positions
#19Almitas Capital LLCActive
Some overlap · 4 shared positions
$USA$SABA$ASG$STEW
$417M
130 positions
#20ROMAN BUTLER FULLERTON & COPassive
Slight overlap · 3 shared positions
$EOI$ETW$EOS
$436M
278 positions
#21Advisory Solutions Group, LLCPassive
Slight overlap · 4 shared positions
$ETO$HGLB$CGO$PFN
$472M
293 positions
#22ACCREDITED INVESTOR SERVICES, LLCSmart money
Slight overlap · 3 shared positions
$EAD$USA$MMT
$179M
84 positions
#23David J Yvars GroupActive
Slight overlap · 3 shared positions
$CSQ$EOI$RVT
$218M
109 positions
#24CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 3 shared positions
$TWN$USA$RVT
$1.7B
80 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.