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Hedge Funds Similar to ShankerValleau Wealth Advisors

13F Portfolio OverlapQ3 2026ShankerValleau Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

ShankerValleau Wealth Advisors, Inc. is an institutional investor managing $374M across 49 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ShankerValleau Wealth Advisors are St. Clair Advisors, Van Cleef Asset, Lafayette Investments, with shared positions in $PGR, $PEP, $SBUX, $NTRS, $WEC, $TT. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$402M
81 positions
#2Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$1.0B
120 positions
#3Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$542M
162 positions
#4Ted Buchan & CoActive
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$303M
94 positions
#5Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PGR$NTRS$PEP
$984M
200 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PGR$NTRS$WEC
$6.0B
294 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$116M
240 positions
#8InvesTrustPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$247M
91 positions
#9Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$PEP$PGR$SBUX
$347M
92 positions
#10Agate Pass Investment Management, LLCPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$285M
111 positions
#11Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$PGR$PEP$SBUX
$470M
808 positions
#12GHE, LLCSmart money
Slight overlap · 3 shared positions
$PGR$SBUX$PEP
$265M
57 positions
#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$1.3B
99 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$233M
122 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PEP$PGR$WEC
$252M
43 positions
#16Partnership Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$140M
67 positions
#17Nicholson Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$170M
111 positions
#18WIMMER ASSOCIATES 1, LLCPassive
Slight overlap · 3 shared positions
$PEP$NTRS$SBUX
$221M
113 positions
#19Brentview Investment Management LLCActive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$253M
63 positions
#20CWS Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$PEP$PGR$NTRS$WEC
$454M
171 positions
#21ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$1.8B
792 positions
#22Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$PEP$SBUX$TT
$409M
224 positions
#23EVERETT HARRIS & CO /CA/Active
Slight overlap · 3 shared positions
$PEP$SBUX$PGR
$8.1B
292 positions
#24Blossom Wealth ManagementActive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$71M
72 positions
#25Hofer & Associates. IncActive
Slight overlap · 3 shared positions
$PEP$SBUX$PGR
$143M
78 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.