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Hedge Funds Similar to SIMS INVESTMENT ,

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

SIMS INVESTMENT MANAGEMENT, LLC is an institutional investor managing $272M across 35 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 SIMS INVESTMENT , are Hardy Reed, Solutions 4 Wealth, Ltd, Compass Ion Advisors,, with shared positions in $DHR, $COP, $SNOW, $GILD, $MAR, $UNH. The full ranking of 25 similar funds is below.

#1Hardy Reed LLCActive
Notable overlap · 3 shared positions
$DHR$COP$SNOW
$1.4B
243 positions
#2Solutions 4 Wealth, LtdPassive
Notable overlap · 4 shared positions
$DHR$COP$GILD$MAR
$66M
55 positions
#3Compass Ion Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$COP$MAR
$1.0B
279 positions
#4Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DHR$MAR$UNH$COP
$172M
212 positions
#5Waldron Private Wealth LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$MAR
$2.6B
342 positions
#6Carl P. Sherr & Co., LLCPassive
Notable overlap · 3 shared positions
$DHR$SNOW$MAR
$213M
124 positions
#7Meridian Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$MAR
$729M
118 positions
#8WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$DHR$SNOW$COP
$243M
977 positions
#9LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SNOW$DHR$MAR
$1.0B
232 positions
#10Windward Private Wealth Management Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$DHR$COP$SHW
$289M
44 positions
#11FC Advisory LLCActive
Notable overlap · 3 shared positions
$SNOW$DHR$COP
$342M
115 positions
#12Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$DHR$GILD$SNOW
$242M
112 positions
#13APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$DHR$GILD$COP$MAR
$117M
72 positions
#14Wagner Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$GILD
$495M
279 positions
#15PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Notable overlap · 3 shared positions
$SNOW$SHW$DHR
$349M
112 positions
#16Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$DHR$SNOW$COP$MAR
$153M
73 positions
#17MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$MAR
$508M
88 positions
#18Spear Holdings RSC LtdActive
Notable overlap · 3 shared positions
$DHR$SHW$UNH
$1.0B
18 positions
#19PBCay One RSC LtdSmart money
Notable overlap · 3 shared positions
$DHR$SHW$UNH
$1.3B
18 positions
#20Leo H. Evart, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$DHR$UNH$MAR
$117M
298 positions
#21Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$DHR$COP$SNOW
$300M
80 positions
#22Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$SNOW$DHR$COP$UNH
$566M
28 positions
#23Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$COP$SHW
$325M
57 positions
#24NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$COP$UNH$SHW
$247M
71 positions
#25Nolet Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$MAR
$176M
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.