How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Carl P. Sherr & ,

13F Portfolio OverlapQ1 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 $213M across 124 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 Carl P. Sherr & , are SIMS INVESTMENT ,, Vertrix Wealth ,, MFA WEALTH ADVISORS,, with shared positions in $DHR, $SNOW, $MAR, $AXP, $IBM, $TJX. The full ranking of 25 similar funds is below.

#1SIMS INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DHR $SNOW $MAR

$272M

35 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$SNOW $AXP $IBM $TJX $MCD $AMGN

$272M

95 positions

#3MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $USB $AXP $MAR $TJX

$508M

88 positions

#4Meridian Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$DHR $SNOW $MCD $MAR

$729M

118 positions

#5WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$DHR $SNOW $USB

$243M

977 positions

#6Hilton Capital Management, LLCActive

Notable overlap · 6 shared positions

$SNOW $USB $TJX $MCD $AMGN $HON

$1.3B

129 positions

#7Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$SNOW $IBM $TJX $MCD $AMGN $HON

$353M

78 positions

#8FLC Capital AdvisorsPassive

Notable overlap · 4 shared positions

$SNOW $USB $IBM $NEE

$560M

221 positions

#9LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $DHR $MAR

$1.0B

232 positions

#10Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$SNOW $DHR $AXP $MCD $HON

$566M

28 positions

#11Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $USB $MCD $NEE $TJX

$420M

120 positions

#12FC Advisory LLCActive

Notable overlap · 3 shared positions

$SNOW $DHR $USB

$342M

115 positions

#13Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $MAR

$745M

219 positions

#14Nolet Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DHR $SNOW $MAR $TJX

$176M

92 positions

#15Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $IBM $NEE

$149M

70 positions

#16Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$DHR $USB $MCD

$462M

228 positions

#17BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $NEE $AMGN

$510M

85 positions

#18Finley Financial, LLCActive

Notable overlap · 5 shared positions

$DHR $SNOW $MCD $SPOT $SBUX

$214M

107 positions

#19Hillcrest Wealth Advisors - NY, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $MAR

$247M

51 positions

#20Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $NEE

$200M

119 positions

#21O'ROURKE & COMPANY, IncPassive

Notable overlap · 3 shared positions

$SNOW $USB $IBM

$253M

171 positions

#22Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$SNOW $USB $IBM

$228M

72 positions

#23Colter Lewis Investment Partners LLCPassive

Notable overlap · 5 shared positions

$SNOW $AXP $MAR $AMGN $NEE

$106M

111 positions

#24Rosenberg Matthew HamiltonActive

Notable overlap · 3 shared positions

$SNOW $USB $MAR

$488M

799 positions

#25Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $USB $IBM

$172M

25 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.