What hedge funds are most similar to Shakespeare Wealth Management, LLC?

The funds with the most similar 13F portfolios to Shakespeare Wealth Management, LLC are Financial Advisory, Grove Street Fiduciary,, ASPIRIANT,, based on overlapping conviction holdings in the latest SEC filings.

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 Shakespeare Wealth ,

13F Portfolio OverlapQ1 2026Shakespeare Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Shakespeare Wealth Management, LLC is an institutional investor managing $422M across 98 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 Shakespeare Wealth , are Financial Advisory, Grove Street Fiduciary,, ASPIRIANT,, with shared positions in $UNIT, $SE, $HBAN, $WT, $SNOW, $MAR. The full ranking of 25 similar funds is below.

#1Financial Advisory CorpSmart money

Substantial overlap · 3 shared positions

$UNIT $SE $HBAN

$720M

51 positions

#2Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $SNOW $MAR $WFC

$227M

74 positions

#3ASPIRIANT, LLCActive

Notable overlap · 7 shared positions

$UNIT $WT $DDOG $CTVA $MAR $EPAM

$3.5B

338 positions

#4BHK Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $CTVA $WFC $CSL

$299M

79 positions

#5Sentinel Dome Partners, LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $SNOW

$105M

29 positions

#6Opal Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$442M

606 positions

#7Mokosak Advisory Group, LLCSmart money

Notable overlap · 5 shared positions

$UNIT $MAR $WFC $DDOG $SHW

$399M

34 positions

#8Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $MAR $WFC

$543M

103 positions

#9Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$UNIT $WT $SE $DDOG

$2.2B

79 positions

#10Morningstar Investment Management LLCPassive

Notable overlap · 3 shared positions

$SE $SNOW $HON

$1.6B

315 positions

#11Fund Evaluation Group, LLCSmart money

Notable overlap · 3 shared positions

$SE $SNOW $EPAM

$3.3B

73 positions

#12Jordan Park Group LLCSmart money

Notable overlap · 4 shared positions

$SE $DDOG $EPAM $CTVA

$1.9B

69 positions

#13TIAA Wealth Investment Management LLCActive

Notable overlap · 5 shared positions

$SE $CTVA $SNOW $DDOG $WFC

$13.1B

563 positions

#14Verum Partners LLCActive

Notable overlap · 3 shared positions

$SE $WT $EPAM

$527M

176 positions

#15Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $SE $WEC

$160M

82 positions

#16Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UNIT $WT $SNOW $MBWM

$950M

192 positions

#17TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UNIT $SNOW $SE

$251M

66 positions

#18Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$313M

119 positions

#19BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$SE $WT $CTVA $SHW

$129M

217 positions

#20Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $WT $SE

$1.4B

58 positions

#21STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $CTVA $SNOW

$1.6B

26 positions

#22Aspect Partners, LLCPassive

Notable overlap · 3 shared positions

$SE $MAR $WT

$245M

709 positions

#23Topel & Distasi Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SE $UNIT $SNOW

$193M

58 positions

#24Aurelius Family Office LLCActive

Notable overlap · 3 shared positions

$UNIT $CTVA $SE

$230M

47 positions

#25Traveka Wealth, LLCPassive

Notable overlap · 3 shared positions

$UNIT $SE $SNOW

$262M

186 positions

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View Shakespeare Wealth ,’s holdings

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.