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Hedge Funds Similar to Shepherd Financial Partners

13F Portfolio OverlapQ1 2026Shepherd Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Shepherd Financial Partners LLC is an institutional investor managing $1.1B across 240 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 Financial Partners are Silver Coast Investments, FIFTH THIRD SECURITIES,, TME FINANCIAL,, with shared positions in $SNOW, $UNIT, $MS, $VLO, $BRZE, $LMT. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$SNOW$UNIT$MS$VLO$BRZE$LMT
$313M
119 positions
#2FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 5 shared positions
$SNOW$IAU$MS$UNIT$BRZE
$1.5B
341 positions
#3TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$UNIT$IAU$MS$SE$SNOW
$144M
65 positions
#4Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$MS$IAU$SE
$837M
258 positions
#5CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 6 shared positions
$SNOW$IAU$MS$LMT$KO$SE
$64M
241 positions
#6Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$IAU$BRZE$LMT
$149M
70 positions
#7Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SNOW$IAU$SE$UNIT
$337M
117 positions
#8Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$UNIT$IAU$MS$BRZE$KO
$217M
176 positions
#9Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$SNOW$IAU$MS$BRZE$UNIT
$153M
73 positions
#10SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNOW$UNIT$IAU$VLO
$152M
119 positions
#11Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$SNOW$IAU$SE$BRZE$UNIT
$607M
110 positions
#12Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$SNOW$IAU$UNIT$SE$MS
$1.2B
299 positions
#13Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$IAU$MS$SE$LMT$KO
$90M
65 positions
#14Zhang Financial LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$IAU$BRZE
$2.9B
367 positions
#15Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$IAU$BRZE
$950M
192 positions
#16Vawter Financial, Ltd.Passive
Some overlap · 4 shared positions
$SNOW$UNIT$IAU$BRZE
$238M
122 positions
#17DMC Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$IAU$SE$VLO
$148M
141 positions
#18LifePlan Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$UNIT$IAU$SE$SNOW$DUK
$254M
122 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$SNOW$MS$LMT$HON$KO$DUK
$353M
78 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$MS$LMT$HON$KO$DUK
$272M
95 positions
#21Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$IAU$UNIT$KO
$188M
121 positions
#22BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$SNOW$SE$IAU$MS$KO
$402M
108 positions
#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$IAU$BRZE
$1.4B
283 positions
#24Pillar Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$IAU$BRZE
$171M
106 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$IAU$MS$BRZE
$98M
68 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.