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Hedge Funds Similar to Sherman Asset ,

13F Portfolio OverlapQ1 2026Sherman Asset , portfolio →
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Most similar hedge funds by 13F overlap

Sherman Asset Management, Inc. is an institutional investor managing $109M across 154 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 Sherman Asset , are AMI ASSET, FC Advisory, Harrington Investments,, with shared positions in $SCHW, $SNOW, $NOW, $PANW, $WM, $OKTA. The full ranking of 25 similar funds is below.

#1AMI ASSET MANAGEMENT CORPActive
Some overlap · 5 shared positions
$SCHW$SNOW$NOW$PANW$WM
$1.6B
96 positions
#2FC Advisory LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$OKTA$MS
$342M
115 positions
#3Harrington Investments, INCPassive
Some overlap · 5 shared positions
$SCHW$SNOW$GILD$AMGN$PLD
$190M
84 positions
#4Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$SCHW$SNOW$NOW$GILD$BMY
$340M
102 positions
#5SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$NOW$GILD
$119M
61 positions
#6Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$OKTA
$106M
103 positions
#7ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$OKTA
$370M
119 positions
#8Sandhill Capital Partners LLCActive
Some overlap · 7 shared positions
$SCHW$NOW$MCD$KO$PANW$WM
$1.2B
95 positions
#9WealthCollab, LLCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$NOW
$243M
977 positions
#10Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$GILD$MS
$313M
119 positions
#11American Investment Services, Inc.Active
Some overlap · 4 shared positions
$SCHW$SNOW$AMGN$PLD
$448M
132 positions
#12Delta Global Management LPPassive
Some overlap · 4 shared positions
$SCHW$SNOW$PANW$C
$1.2B
154 positions
#13Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$SNOW$MCD
$420M
120 positions
#14Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SCHW$SNOW$MCD
$335M
104 positions
#15Northeast Financial Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$SNOW$KO$MS$MCD
$404M
90 positions
#16New Hampshire TrustPassive
Some overlap · 3 shared positions
$SCHW$SNOW$MCD
$496M
156 positions
#17Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$SNOW$MS$BMY
$195M
174 positions
#18Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$GILD
$163M
67 positions
#19Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$KO
$398M
88 positions
#20Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$SCHW$SNOW$OKTA$MCD$BMY
$181M
177 positions
#21Vivaldi Capital Management LPPassive
Some overlap · 3 shared positions
$SCHW$SNOW$AMGN
$723M
290 positions
#22Investment Planning Advisors, Inc.Active
Some overlap · 5 shared positions
$SCHW$OKTA$SNOW$MCD$MS
$363M
107 positions
#23Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$PANW
$525M
138 positions
#24B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$SNOW$AMGN
$690M
115 positions
#25Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$SNOW$NOW
$228M
72 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.