13F Pro

Hedge Funds Similar to Shepherd Financial Partners

13F Portfolio OverlapQ2 2026Shepherd Financial Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shepherd Financial Partners LLC is an institutional investor managing $1.2B across 256 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 Shepherd Financial Partners are Narwhal, Modus Advisors, Accretive Wealth Partners, with shared positions in $IAU, $BLK, $LMT, $VLO, $NEE, $CRWD. The full ranking of 25 similar funds is below.

#1Narwhal Capital ManagementActive
Some overlap · 5 shared positions
$IAU$BLK$LMT$VLO$NEE
$1.4B
157 positions
#2Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$LMT$CRWD$BX$NEE
$405M
118 positions
#3Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$BLK$PGR$BX$SBUX
$412M
181 positions
#4EverSource Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CRWD$CRH$PGR$BX
$3.0B
4,392 positions
#5MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 6 shared positions
$VLO$LMT$CRWD$DUK$BX$NEE
$314M
163 positions
#6JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$BLK$LMT$BX$NEE
$593M
122 positions
#7Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 4 shared positions
$IAU$VLO$BX$SBUX
$197M
143 positions
#8Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$BLK$CRWD$BX
$221M
117 positions
#9ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 5 shared positions
$VLO$BLK$LMT$DUK$NEE
$194M
122 positions
#10JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$VLO$BLK
$936M
373 positions
#11Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$DUK$LMT$NEE
$229M
139 positions
#12Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$BLK$LMT
$371M
142 positions
#13Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$BLK$PGR$DUK$NEE
$863M
182 positions
#14Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$CRWD$NEE$SBUX
$319M
123 positions
#15ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$BLK$LMT
$327M
224 positions
#16Triad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$VLO$NEE$CRWD
$1.8B
558 positions
#17Vision Capital Management, Inc.Active
Some overlap · 4 shared positions
$IAU$PGR$NEE$SBUX
$882M
151 positions
#18Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DUK$NEE$SBUX
$281M
154 positions
#19J2 Capital Management IncActive
Some overlap · 3 shared positions
$IAU$LMT$PGR
$158M
119 positions
#20Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$VLO$BX
$161M
189 positions
#21Cypress Capital GroupPassive
Some overlap · 3 shared positions
$IAU$LMT$BLK
$1.1B
314 positions
#22BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$DUK
$342M
57 positions
#23SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$LMT$PGR$DUK
$712M
211 positions
#24MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 4 shared positions
$VLO$BLK$LMT$DUK
$644M
205 positions
#25MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$VLO$LMT$PGR$BX
$546M
119 positions

Compare Shepherd Financial Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Shepherd Financial Partners’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.