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Hedge Funds Similar to Shakespeare Wealth

13F Portfolio OverlapQ2 2026Shakespeare Wealth portfolio →
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Most similar hedge funds by 13F overlap

Shakespeare Wealth Management, LLC is an institutional investor managing $378M across 79 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shakespeare Wealth are Rodgers & Associates, LTD, BALANCED WEALTH GROUP, Barden, with shared positions in $STT, $PH, $MAR, $SHW, $AEP, $HBAN. The full ranking of 25 similar funds is below.

#1Rodgers & Associates, LTDActive
Substantial overlap · 3 shared positions
$STT$PH$MAR
$1.1B
108 positions
#2BALANCED WEALTH GROUP LLCActive
Notable overlap · 5 shared positions
$STT$MAR$SHW$AEP$HBAN
$316M
78 positions
#3Barden Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$STT$PH$CARR
$108M
53 positions
#4Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$153M
87 positions
#5MAIRS & POWER INCActive
Some overlap · 4 shared positions
$WEC$NVT$LNT$SHW
$10.9B
254 positions
#6140 Summer Partners LPActive
Some overlap · 3 shared positions
$HBAN$NVT$BKD
$1.4B
22 positions
#7Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$PH$NVT$SHW$OTIS
$75M
37 positions
#8Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PH$MAR$CARR$SHW
$1.9B
312 positions
#9Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$WEC$LNT$AEP
$4.5B
78 positions
#10Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$MAR$NVT$WEC$AEP
$125M
52 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$SHW$ADP
$108M
52 positions
#12Milestone Asset Management Group, LLCPassive
Some overlap · 4 shared positions
$STT$CARR$ADP$OTIS
$199M
133 positions
#13Pegasus Asset Management, Inc.Passive
Some overlap · 3 shared positions
$PH$MAR$CARR
$351M
75 positions
#14TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 3 shared positions
$MAR$PH$ADP
$312M
195 positions
#15FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$STT$PH$AEP
$8.2B
442 positions
#16Aventail Capital Group, LPPassive
Some overlap · 4 shared positions
$NVT$LNT$CARR$AEP
$1.7B
155 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$LNT$AEP
$1.2B
383 positions
#18VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$PH$MAR$HBAN
$255M
160 positions
#19Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$NVT$AEP
$489M
619 positions
#20TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$686M
151 positions
#21MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WEC$PH$SHW$ADP
$857M
166 positions
#22Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$WEC$LNT$MAR
$860M
149 positions
#23Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$STT$CARR$MAR
$260M
86 positions
#24DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$WEC$SHW$ADP$STE
$1.8B
269 positions
#25N.E.W. Advisory Services LLCActive
Some overlap · 3 shared positions
$WEC$BFC$CARR
$1.5B
980 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.