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Hedge Funds Similar to McElhenny Sheffield ,

13F Portfolio OverlapQ1 2026McElhenny Sheffield , portfolio →
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Most similar hedge funds by 13F overlap

McElhenny Sheffield Capital Management, LLC is an institutional investor managing $403M across 95 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 McElhenny Sheffield , are TOTH FINANCIAL ADVISORY, IAM Advisory,, RHL GROUP,, with shared positions in $AGQ, $SHW, $ABT, $IBM, $MCD, $MCK. The full ranking of 25 similar funds is below.

#1TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 7 shared positions
$AGQ$SHW$ABT$IBM$MCD$MCK
$911M
918 positions
#2IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$AGQ$SHW$MCK$LMT
$446M
95 positions
#3RHL GROUP, LLCActive
Notable overlap · 3 shared positions
$AGQ$SHW$ABT
$117M
240 positions
#4Ridgepath Capital Management LLCActive
Notable overlap · 5 shared positions
$AGQ$PM$SHW$MO$MDLZ
$201M
51 positions
#5Larry Mathis Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$AGQ$SHW$MCD$LMT
$112M
156 positions
#6Valtrion Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PM$SHW$MCD
$106M
93 positions
#7Runnymede Capital Advisors, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$SHW$MDLZ
$116M
75 positions
#8Main Street Group, LTDActive
Notable overlap · 4 shared positions
$AGQ$PM$IBM$MO
$340M
865 positions
#9Clearstead Trust, LLCPassive
Notable overlap · 4 shared positions
$AGQ$IBM$MCD$TMO
$613M
981 positions
#10ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$AGQ$PM$MO
$237M
89 positions
#11Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$AGQ$IBM$LMT
$52M
66 positions
#12Stack Financial Management, IncActive
Notable overlap · 3 shared positions
$AGQ$MDLZ$LMT
$1.4B
52 positions
#13Landmark Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$AGQ$PFE$LMT
$373M
148 positions
#14ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$IBM$MCK
$353M
75 positions
#15Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$SHW$EPD
$371M
76 positions
#16REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$SHW$TMO$MCK
$697M
218 positions
#17Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$PM$MCD
$137M
74 positions
#18GenWealth Group, Inc.Active
Some overlap · 5 shared positions
$AGQ$MDLZ$ALL$PM$PFE
$584M
85 positions
#19PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$AGQ$ABT$MCD
$1.1B
138 positions
#20Summit Financial Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$IBM$PFE$LMT
$705M
193 positions
#21Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$AGQ$SHW$IBM
$280M
169 positions
#22Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$IBM$PFE
$166M
57 positions
#23SYNTAX RESEARCH, INC.Passive
Some overlap · 4 shared positions
$AGQ$ABT$TMO$LMT
$157M
174 positions
#24Glen Eagle Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$SHW$LMT
$714M
1,021 positions
#25Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$SHW$IBM
$199M
100 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.