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Hedge Funds Similar to Shaker Financial Services,

13F Portfolio OverlapQ1 2026Shaker Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Shaker Financial Services, LLC is an institutional investor managing $319M across 148 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 Shaker Financial Services, are PMG Family Office, McGowan Group Asset ,, Rareview, with shared positions in $CSQ, $SPXX, $EOS, $USA, $ETY, $FFA. The full ranking of 20 similar funds is below.

#1PMG Family Office LLCPassive
Notable overlap · 10 shared positions
$CSQ$SPXX$EOS$USA$ETY$FFA
$90M
100 positions
#2McGowan Group Asset Management, Inc.Passive
Some overlap · 4 shared positions
$CSQ$ETG$DSL$JGH
$785M
154 positions
#3Rareview Capital LLCActive
Some overlap · 7 shared positions
$KIO$ERC$DLY$PTA$BWG$DSL
$171M
52 positions
#4Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 5 shared positions
$SABA$TWN$STK$SPXX$STEW
$294M
115 positions
#5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$RMT$STEW$TY$SPE$SABA
$696M
724 positions
#6Matisse CapitalPassive
Some overlap · 4 shared positions
$STEW$TWN$RGT$EEA
$234M
164 positions
#7Logan Stone Capital, LLCActive
Some overlap · 5 shared positions
$PTA$DLY$KIO$ARDC$CSQ
$360M
133 positions
#8Karpus Management, Inc.Passive
Some overlap · 5 shared positions
$CSQ$ASG$USA$ETO$CHW
$3.2B
231 positions
#91607 Capital Partners, LLCActive
Some overlap · 5 shared positions
$STEW$EEA$ASG$TWN$CSQ
$1.4B
139 positions
#10RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$USA$SABA$RMT
$2.0B
542 positions
#11Saba Capital Management, L.P.Passive
Some overlap · 4 shared positions
$RMT$SPXX$TY$SABA
$3.6B
390 positions
#12Quantedge Capital Pte LtdActive
Slight overlap · 4 shared positions
$STEW$TWN$SPXX$RMT
$183M
51 positions
#13ACCREDITED INVESTOR SERVICES, LLCSmart money
Slight overlap · 3 shared positions
$AOD$EAD$FTF
$156M
77 positions
#14ADAPT WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$CHW$EAD$ETG
$276M
106 positions
#15CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 3 shared positions
$TWN$USA$GHY
$1.4B
94 positions
#16Fairman Group, LLCActive
Slight overlap · 3 shared positions
$ETG$CSQ$EOS
$117M
326 positions
#17David J Yvars GroupActive
Slight overlap · 3 shared positions
$CSQ$STK$ETY
$179M
92 positions
#18INTEGRATED CAPITAL MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$SPXX$STEW$ETB
$150M
56 positions
#19Compass Planning Associates IncSmart money
Slight overlap · 4 shared positions
$EOS$STK$CSQ$ETY
$156M
30 positions
#20Gridiron Partners, LLCSmart money
Slight overlap · 3 shared positions
$DLY$SABA$DSL
$164M
47 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.