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Hedge Funds Similar to SHP Wealth

13F Portfolio OverlapQ2 2026SHP Wealth portfolio →
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Most similar hedge funds by 13F overlap

SHP Wealth Management is an institutional investor managing $1.5B across 1,981 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 SHP Wealth are Axecap Investments, Somerset, Charter Oak, with shared positions in $MS, $DELL, $ADI, $FTNT, $VLO, $ADP. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Slight overlap · 5 shared positions
$MS$DELL$ADI$FTNT$VLO
$181M
73 positions
#2Somerset Trust CoPassive
Slight overlap · 4 shared positions
$MS$ADP$ADI$MCD
$354M
186 positions
#3Charter Oak Capital Management, LLC
Slight overlap · 4 shared positions
$MS$DOV$ADI$MCD
$1.3B
208 positions
#4BFI Infinity Ltd.Active
Slight overlap · 4 shared positions
$MS$DOV$ADI$MCD
$337M
64 positions
#5Accretive Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$SYY$ADP$GLDM$MCD
$412M
181 positions
#6CONNING INC.Passive
Slight overlap · 4 shared positions
$MS$ADP$MCD$VLO
$3.3B
327 positions
#7Bull Street Advisors, LLCPassive
Slight overlap · 3 shared positions
$MS$SYY$ADP
$219M
95 positions
#8River Street Advisors LLCPassive
Slight overlap · 4 shared positions
$MS$DOV$MCD$VLO
$340M
177 positions
#9Johnson & White Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$MS$DOV$ADI$MCD
$267M
117 positions
#10CINCINNATI FINANCIAL CORPActive
Slight overlap · 5 shared positions
$ADP$DOV$ADI$MCD$VLO
$5.2B
56 positions
#11Sky Investment Group LLCPassive
Slight overlap · 4 shared positions
$SYY$ADP$DELL$MCD
$637M
146 positions
#12Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 4 shared positions
$ADP$GLDM$DOV$MCD
$530M
235 positions
#13William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$MS$SYY$VLO
$208M
258 positions
#14MARYLAND CAPITAL ADVISORS INC.Active
Slight overlap · 4 shared positions
$SYY$ADP$MCD$DOV
$312M
1,043 positions
#15Fruth Investment ManagementPassive
Slight overlap · 4 shared positions
$SYY$ADP$ADI$VLO
$421M
225 positions
#16Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$MS$GLDM$DOV
$236M
121 positions
#17OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 4 shared positions
$SYY$ES$MCD$VLO
$2.7B
54 positions
#18MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$MS$GLDM$DOV
$162M
106 positions
#19Newton One Investments LLCActive
Slight overlap · 4 shared positions
$MS$DOV$MCD$ADP
$397M
146 positions
#20Werlinich Asset Management, LLCActive
Slight overlap · 3 shared positions
$MS$ADP$DELL
$262M
58 positions
#21Consolidated Planning CorpActive
Slight overlap · 3 shared positions
$MS$ADP$ADI
$742M
159 positions
#22Covenant Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MS$ADP$ADI
$595M
164 positions
#23Stokes Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$MS$ADP$MCD
$467M
118 positions
#24Strategic Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$MS$ADP$MCD
$117M
260 positions
#25Guardian Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$SYY$ADP$MCD$VLO
$200M
66 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.