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Hedge Funds Similar to SHEPHERD WEALTH Ltd LIABILITY

13F Portfolio OverlapQ2 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 $181M across 57 U.S. equity positions as of Q2 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 High Note Wealth, AlphaStar, AGP FRANKLIN, with shared positions in $PLTR, $CRWD, $UBER, $LMT, $DUK, $ET. The full ranking of 25 similar funds is below.

#1High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$LMT
$586M
959 positions
#2AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$DUK
$1.6B
280 positions
#3AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$DUK
$231M
93 positions
#4Henson-Edgewater Management, LLCActive
Some overlap · 5 shared positions
$PLTR$CRWD$ET$UBER$MCD
$192M
66 positions
#5Realta Investment AdvisorsPassive
Some overlap · 5 shared positions
$PLTR$CRWD$BNY$DE$MSTR
$322M
378 positions
#6Kapstone Financial Advisors LLCActive
Some overlap · 6 shared positions
$PLTR$DUK$ADI$UBER$MSTR$LMT
$239M
175 positions
#7Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$PLTR$CRWD$CINF
$452M
223 positions
#8SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$PLTR$SHEL$ET$MCD
$1.1B
136 positions
#9Canvas Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$MCD
$717M
251 positions
#10Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$SO
$1.1B
103 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$CRWD$BNY$DUK$WM$MCK$MCD
$358M
74 positions
#12Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$LMT
$269M
51 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$DUK$WM
$1.2B
153 positions
#14Menard Financial Group LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$DE$MCK
$184M
80 positions
#15Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$BLDR$UBER
$117M
90 positions
#16Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ADI
$917M
38 positions
#17Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ET$UBER
$197M
115 positions
#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$CRWD$WM$UBER$RSG$LMT
$351M
166 positions
#19United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$DUK$LMT
$763M
98 positions
#20FORTRESS PRIVATE LEDGER, LLCPassive
Some overlap · 3 shared positions
$PLTR$ET$MCD
$368M
279 positions
#21Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$CRWD$PLTR$WM$RSG
$188M
427 positions
#22Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$DE
$154M
100 positions
#23PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$UBER$LMT
$3.2B
77 positions
#24PeakShares LLCActive
Some overlap · 5 shared positions
$CRWD$PLTR$DUK$UBER$MCD
$134.4B
122 positions
#25ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$PLTR$UBER$LMT
$1.9B
495 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.