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Hedge Funds Similar to SHEPHERD WEALTH Ltd LIABILITY

13F Portfolio OverlapQ1 2026SHEPHERD WEALTH Ltd LIABILITY portfolio →
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Most similar hedge funds by 13F overlap

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co is an institutional investor managing $134M across 52 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 SHEPHERD WEALTH Ltd LIABILITY are Newbridge Financial Services Group,, Blue Line , / IL, Teamwork Financial Advisors,, with shared positions in $PLTR, $CRWD, $DUK, $UBER, $MSTR, $ALPS. The full ranking of 25 similar funds is below.

#1Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$CRWD$DUK$UBER$MSTR
$608M
1,182 positions
#2Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$ALPS
$88M
65 positions
#3Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$__PARK_1390777$DE
$946M
216 positions
#4Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$PLTR$CRWD$WM$RSG
$144M
387 positions
#5FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ET
$253M
36 positions
#6Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$CRWD$UBER
$232M
51 positions
#7KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$WM$UBER
$315M
156 positions
#8Henson-Edgewater Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$ET$UBER$MCD
$157M
66 positions
#9Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$CRWD$UBER$DE$MCK
$143M
82 positions
#10Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ET$HESM
$115M
96 positions
#11Optiver Holding B.V.Active
Some overlap · 4 shared positions
$PLTR$CRWD$SHEL$NVS
$289.5B
2,301 positions
#12PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$MSTR
$128M
80 positions
#13Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$UBER
$588M
240 positions
#14Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$UBER
$172M
76 positions
#15Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$MSTR
$107M
57 positions
#16GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$ADI$UBER
$209M
42 positions
#17Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$SHEL
$160M
124 positions
#18NCP Inc.Active
Some overlap · 3 shared positions
$PLTR$CRWD$WM
$60M
76 positions
#19Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$PLTR$CRWD$MSTR
$288M
367 positions
#20Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$MSTR
$701M
261 positions
#21PeakShares LLCPassive
Some overlap · 6 shared positions
$PLTR$CRWD$DUK$WM$UBER$MCD
$109M
116 positions
#22ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$UBER
$482M
38 positions
#23Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$PLTR$CRWD$DE
$7.1B
186 positions
#24PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$SO$WM
$143M
96 positions
#25Rydar Equities, Inc.Passive
Some overlap · 4 shared positions
$PLTR$CRWD$WM$MCD
$129M
92 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.