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Hedge Funds Similar to Shulman DeMeo Asset

13F Portfolio OverlapQ1 2026Shulman DeMeo Asset portfolio →
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Most similar hedge funds by 13F overlap

Shulman DeMeo Asset Management LLC is an institutional investor managing $535M across 146 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 Shulman DeMeo Asset are MIRAE ASSET SECURITIES (USA), Mine & Arao Wealth Creation & ,, Jacksonville Wealth ,, with shared positions in $DIA, $MDY, $IBM, $LMT, $KO, $DIS. The full ranking of 25 similar funds is below.

#1MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$MDY$IBM$LMT
$2.7B
153 positions
#2Mine & Arao Wealth Creation & Management, LLC.Active
Some overlap · 5 shared positions
$DIA$KO$DIS$IBM$VZ
$238M
75 positions
#3Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$DIS
$148M
68 positions
#4Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$DIA$MS$LMT
$268M
182 positions
#5Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$MS$IBM
$111M
54 positions
#6Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$DIS$MDY
$169M
205 positions
#7All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$SO
$425M
149 positions
#8GREENBERG FINANCIAL GROUP
Some overlap · 4 shared positions
$DIA$IBM$DIS$VZ
$243M
113 positions
#9Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DIA$MDY$MS
$1.1B
127 positions
#10STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DIA$KO$MDY$VZ
$949M
220 positions
#11Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$DIA$MS$LMT
$352M
649 positions
#12MLP3, LLCPassive
Some overlap · 5 shared positions
$DIA$MDY$MS$KO$AEP
$91M
86 positions
#13Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$IBM$MS$LMT
$151M
97 positions
#14Bedminster, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$ED
$107M
53 positions
#15Ruggiero Investments, Inc.Passive
Some overlap · 3 shared positions
$DIA$IBM$MDY
$103M
78 positions
#16Ground Swell Capital, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$APO
$51M
122 positions
#17Northern Financial Advisors IncPassive
Some overlap · 3 shared positions
$DIA$IBM$KO
$137M
105 positions
#18Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DIA$MS$SO
$242M
112 positions
#19IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$DIA$MS
$611M
149 positions
#20FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$DIA$IBM$VZ
$180M
96 positions
#21Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$IBM$KO$DIS$SO
$216M
133 positions
#22SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 3 shared positions
$DIA$APO$LMT
$674M
183 positions
#23FLAGSTAR ADVISORS INC.Passive
Some overlap · 3 shared positions
$MDY$DIA$MS
$276M
174 positions
#24CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$IBM$KO$DIS
$150M
86 positions
#25Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DIA$IBM$MS
$341M
123 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.