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Hedge Funds Similar to ShankerValleau Wealth Advisors,

13F Portfolio OverlapQ1 2026ShankerValleau Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

ShankerValleau Wealth Advisors, Inc. is an institutional investor managing $380M across 40 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 ShankerValleau Wealth Advisors, are Planning Center,, MARYLAND ADVISORS, Disciplined Investments,, with shared positions in $NKE, $IBM, $WEC, $SBUX, $COP, $TT. The full ranking of 25 similar funds is below.

#1Planning Center, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$IBM$WEC$SBUX
$987M
78 positions
#2MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$NKE$IBM
$295M
271 positions
#3Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$NKE$COP$IBM
$279M
141 positions
#4DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NKE$COP$IBM
$928M
1,345 positions
#5BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$NKE$IBM
$777M
115 positions
#6Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$NKE$TT$COP$WEC
$1.1B
81 positions
#7Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$NKE$COP$IBM
$170M
38 positions
#8COWA, LLCActive
Notable overlap · 4 shared positions
$NKE$COP$DIA$IBM
$371M
158 positions
#9PECAUT & CO.Active
Notable overlap · 3 shared positions
$COP$SBUX$NKE
$308M
66 positions
#10LANDAAS & CO /WI /ADVSmart money
Notable overlap · 3 shared positions
$NKE$WEC$IBM
$456M
130 positions
#11Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$NKE$DIA$IBM
$233M
676 positions
#12Winter & Associates, Inc.Active
Notable overlap · 3 shared positions
$NKE$COP$IBM
$114M
84 positions
#13Foster Group, Inc.Active
Notable overlap · 3 shared positions
$NKE$DIA$COP
$3.4B
284 positions
#14Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$NKE$DIA$IBM
$228M
72 positions
#15Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$COP$PGR$NTRS
$288M
137 positions
#16Goodman Financial CorpActive
Some overlap · 3 shared positions
$COP$SBUX$IBM
$582M
77 positions
#17Hudock, Inc.Active
Some overlap · 3 shared positions
$NKE$DIA$IBM
$680M
200 positions
#18Paragon Capital Management LLCActive
Some overlap · 3 shared positions
$COP$NKE$IBM
$202M
57 positions
#19SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COP$NKE$IBM
$728M
79 positions
#20truNorth Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$COP$DIA$WEC
$97M
49 positions
#21Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$COP$WEC$TT
$144M
86 positions
#22INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$PGR$NKE$SBUX
$98M
31 positions
#23OMNI 360 Wealth, Inc.Active
Some overlap · 3 shared positions
$NKE$PGR$DIA
$194M
125 positions
#24Causey Wealth LLCActive
Some overlap · 3 shared positions
$NKE$COP$IBM
$236M
81 positions
#25CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$COP$NKE$IBM
$293M
1,255 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.