13F Pro

Hedge Funds Similar to Shulman DeMeo Asset

13F Portfolio OverlapQ3 2026Shulman DeMeo Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shulman DeMeo Asset Management LLC is an institutional investor managing $505M across 144 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shulman DeMeo Asset are Junk Investment Group, Crescent Sterling, Ltd., TI, with shared positions in $MDY, $QCOM, $TXN, $DIS, $DELL, $VZ. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCActive
Some overlap · 6 shared positions
$MDY$QCOM$TXN$DIS$DELL$VZ
$241M
98 positions
#2Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$QCOM$TXN$LMT$VZ
$122M
92 positions
#3TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$WDC$SO$ED
$181M
134 positions
#4BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$QCOM$BNY$LMT
$366M
671 positions
#5LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$QCOM$DIS$LMT
$235M
125 positions
#6Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$QCOM$TXN$VZ
$206M
309 positions
#7ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$QCOM$MS$LMT
$320M
555 positions
#8MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 4 shared positions
$MDY$MS$ICE$TXN
$14.9B
299 positions
#9Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$QCOM$TXN$DIS
$418M
232 positions
#10Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$QCOM$TXN$LMT
$471M
146 positions
#11IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$MS$BNY$DIS
$730M
161 positions
#12Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$TXN$DIS$SO$GD
$246M
143 positions
#13Meridian Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$MS$LMT$SO$AEP
$214M
154 positions
#14Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$DIS$ED$AEP$VZ
$477M
506 positions
#15LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$QCOM$ENB
$248M
91 positions
#16Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$QCOM$GD
$106M
133 positions
#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$QCOM$TXN
$371M
394 positions
#18Providence First Trust CoPassive
Some overlap · 5 shared positions
$MDY$WDC$BNY$DNP$AEP
$358M
196 positions
#19Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$MS$BNY
$537M
168 positions
#20Fiduciary Wealth Partners, LLCSmart money
Some overlap · 5 shared positions
$MDY$QCOM$MS$SO$GD
$182M
69 positions
#21GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$WSM$MRVL
$215M
111 positions
#22Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$DIS$LMT$VZ
$319M
146 positions
#23MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MS$MRVL
$2.4B
956 positions
#24Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$WDC$DELL$MRVL
$347M
118 positions
#25Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$MS$LMT
$285M
97 positions

Compare Shulman DeMeo Asset’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 Shulman DeMeo Asset’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.