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Hedge Funds Similar to Sheridan ,

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

Sheridan Capital Management, LLC is an institutional investor managing $190M across 31 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 Sheridan , are Portfolio Strategies,, Mosaic Advisors, PENNINGTON PARTNERS & ,, with shared positions in $MAR, $EPAM, $NTRB, $IAU, $DDOG, $MDLZ. The full ranking of 25 similar funds is below.

#1Portfolio Strategies, Inc.Active
Notable overlap · 3 shared positions
$MAR$EPAM$NTRB
$811M
75 positions
#2Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$EPAM$NTRB$MAR
$67M
42 positions
#3PENNINGTON PARTNERS & CO., LLCActive
Notable overlap · 4 shared positions
$EPAM$MAR$NTRB$IAU
$292M
114 positions
#4Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$MAR$NTRB$DDOG
$302M
51 positions
#5SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$EPAM$DDOG$MAR
$9.4B
468 positions
#6MONEYWISE, INC.Passive
Notable overlap · 3 shared positions
$EPAM$DDOG$NTRB
$229M
82 positions
#7HANOVER ADVISORS INCActive
Notable overlap · 3 shared positions
$EPAM$MAR$DDOG
$246M
118 positions
#8McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$EPAM$NTRB$MAR
$169M
79 positions
#9Verisail Partners, LLCSmart money
Some overlap · 3 shared positions
$MAR$IAU$DDOG
$246M
25 positions
#10Flagship Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MAR$NTRB$MDLZ
$246M
108 positions
#11ALEXANDER LABRUNERIE & CO., INC.Passive
Some overlap · 3 shared positions
$MAR$IAU$WSM
$267M
122 positions
#12Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MAR$MDLZ$NTRB
$439M
94 positions
#13Magnolia Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$MDLZ$IAU
$172M
212 positions
#14White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$MAR$IAU$DDOG
$721M
145 positions
#15Atala Financial IncPassive
Some overlap · 3 shared positions
$MAR$IAU$EPAM
$149M
117 positions
#16Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$EPAM$IAU$MAR
$1.9B
248 positions
#17Timonier Family Office, LTD.
Some overlap · 4 shared positions
$EPAM$IAU$MAR$DDOG
$315M
56 positions
#18Capital Squared Financial LLCPassive
Some overlap · 5 shared positions
$MAR$NTRB$IAU$EPAM$MDLZ
$131M
85 positions
#19Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$DDOG$IAU
$745M
219 positions
#20Keebeck Wealth ManagementPassive
Some overlap · 4 shared positions
$MAR$IAU$DDOG$MDLZ
$889M
426 positions
#21LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$NTRB$IAU$MAR
$2.4B
603 positions
#22Coquina Private Wealth LLCActive
Some overlap · 3 shared positions
$NTRB$DDOG$MAR
$124M
96 positions
#23Black Diamond Financial, LLCActive
Some overlap · 3 shared positions
$NTRB$DDOG$MAR
$916M
185 positions
#24Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$EPAM$IAU$MDLZ
$344M
89 positions
#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$NTRB$DDOG$MDLZ
$206M
97 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.