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Hedge Funds Similar to Carl P. Sherr

13F Portfolio OverlapQ2 2026Carl P. Sherr portfolio →
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Most similar hedge funds by 13F overlap

Carl P. Sherr & Co., LLC is an institutional investor managing $239M across 134 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 Carl P. Sherr are LAFFER TENGLER INVESTMENTS, Bluebird Wealth, Vertrix Wealth, with shared positions in $AXP, $TJX, $MCD, $SPOT, $SBUX, $NEE. The full ranking of 25 similar funds is below.

#1LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$AXP$TJX$MCD$SPOT$SBUX$NEE
$782M
179 positions
#2Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$VRT$AXP$TJX$SPOT$ANET$ETN
$115M
89 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$MCD$AMGN$SBUX
$297M
103 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$AMGN$ETN$NEE
$710M
193 positions
#5Bigelow Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$ANET$ETN$NEE$SBUX
$276M
157 positions
#6Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$MCD$AMGN$TJX$SBUX
$649M
136 positions
#7FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$VRT$MCD$NEE$SPOT
$1.7B
208 positions
#8Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$AXP$TJX$MCD$AMGN
$20.0B
154 positions
#9Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$TJX$AXP$MCD$AMGN$ANET$ETN
$298M
202 positions
#10Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$VRT$AXP$MCD$AMGN$BLK$NEE
$1.3B
275 positions
#11RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$TJX$AXP$MCD$BLK$NEE$ETN
$10.4B
645 positions
#12NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$VRT$BLK$ANET$ETN$NEE
$1.4B
177 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$TJX$MCD$NEE
$467M
118 positions
#14BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$AMGN$BLK$SBUX$ETN
$346M
113 positions
#15CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$TJX$BLK$ETN
$655M
117 positions
#16CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$AXP$BLK$ANET$ETN$NEE$MCD
$195M
67 positions
#17Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$MCD$AMGN$BLK$ETN$NEE
$170M
61 positions
#18HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$VRT$MAR$ETN$NEE$AXP
$1.1B
115 positions
#19MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$VRT$TJX$AXP$ETN$NEE
$290M
179 positions
#20HS Management Partners, LLCActive
Some overlap · 4 shared positions
$AXP$MCD$SPOT$SBUX
$291M
24 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$MCD$AMGN$BLK
$181M
81 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$AXP$AMGN$ETN
$652M
146 positions
#23Mirabaud Asset Management LtdPassive
Some overlap · 5 shared positions
$AXP$TJX$MCD$SBUX$NEE
$120M
49 positions
#24GHE, LLCSmart money
Some overlap · 5 shared positions
$AXP$MCD$SBUX$ANET$MAR
$265M
57 positions
#25RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$TJX$MCD$MAR$CFG$ETN$NEE
$1.1B
90 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.