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Hedge Funds Similar to Sepio ,

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

Sepio Capital, LP is an institutional investor managing $1.8B across 369 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 Sepio , are Cravens & Advisors,, INSPIRION WEALTH ADVISORS,, Cornerstone ,, with shared positions in $ABT, $BA, $NET, $SHOP, $SBUX, $PM. The full ranking of 25 similar funds is below.

#1Cravens & Co Advisors, LLCActive
Some overlap · 6 shared positions
$ABT$BA$NET$SHOP$SBUX$PM
$154M
64 positions
#2INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ABT$UNIT$TXN
$803M
181 positions
#3Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$ABT$SCHW$SHOP$GLW
$1.0B
118 positions
#4ROBERTS GLORE & CO INC /IL/Passive
Some overlap · 4 shared positions
$ABT$UNIT$NSC$SBUX
$364M
216 positions
#5Donalies Financial Planning, LLCActive
Some overlap · 6 shared positions
$UNIT$SCHW$IAU$NSC$SBUX$TXN
$117M
74 positions
#6Livet Wealth, LLCPassive
Some overlap · 5 shared positions
$UNIT$NET$SCHW$BA$SHOP
$157M
117 positions
#7ABSHER WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ABT$BA$SBUX
$853M
70 positions
#8Pollock Investment Advisors, LLC
Slight overlap · 3 shared positions
$ABT$BA$MNST
$136M
40 positions
#9Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$ABT$IAU$SCHW
$448M
108 positions
#10Swisher Financial Concepts, Inc.Passive
Slight overlap · 3 shared positions
$ABT$IAU$PM
$179M
102 positions
#11GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Slight overlap · 3 shared positions
$ABT$BA$SBUX
$328M
83 positions
#12Baker Chad RActive
Slight overlap · 3 shared positions
$ABT$NET$NSC
$530M
56 positions
#13Provident Investment Management, Inc.Active
Slight overlap · 3 shared positions
$ABT$SCHW$GLW
$1.0B
82 positions
#14Delaney Dennis RPassive
Slight overlap · 3 shared positions
$ABT$SCHW$NSC
$282M
60 positions
#15Portside Wealth Group, LLCPassive
Slight overlap · 5 shared positions
$UNIT$BA$SHOP$SBUX$PM
$738M
464 positions
#16Meadowbrook Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ABT$BA$SHOP$GLW
$75M
65 positions
#17DLK Investment Management, LLCPassive
Slight overlap · 3 shared positions
$ABT$SCHW$TXN
$253M
92 positions
#18Aureus Asset Management, LLCPassive
Slight overlap · 3 shared positions
$ABT$SCHW$TXN
$1.5B
225 positions
#19Directional Asset ManagementPassive
Slight overlap · 3 shared positions
$ABT$SCHW$GLW
$109M
90 positions
#20UNITED BANKActive
Slight overlap · 4 shared positions
$ABT$SCHW$GLW$TXN
$781M
121 positions
#21Pine Haven Investment Counsel, IncPassive
Slight overlap · 3 shared positions
$ABT$SCHW$SBUX
$136M
114 positions
#22TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Slight overlap · 3 shared positions
$ABT$BA$SCHW
$200M
110 positions
#23Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 3 shared positions
$ABT$GLW$PM
$296M
146 positions
#24WATERS PARKERSON & CO., LLCActive
Slight overlap · 3 shared positions
$ABT$NSC$PM
$1.9B
188 positions
#25Clayton Financial Group LLCActive
Slight overlap · 4 shared positions
$UNIT$BA$SCHW$ABT
$195M
614 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.