How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sherman Wealth

13F Portfolio OverlapQ1 2026Sherman Wealth portfolio →

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Most similar hedge funds by 13F overlap

Sherman Wealth Management LLC is an institutional investor managing $133M across 84 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 Sherman Wealth are Blackston Financial Advisory Group,, Wheelhouse Advisory Group, Reality Financial Planning Services,, with shared positions in $NTRB, $HUM, $KKR, $AMN, $WT, $UNIT. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Substantial overlap · 3 shared positions

$NTRB $HUM $KKR

$160M

106 positions

#2Wheelhouse Advisory Group LLCActive

Substantial overlap · 4 shared positions

$NTRB $HUM $AMN $KKR

$302M

51 positions

#3Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $KKR $WT

$104M

20 positions

#4SWAN Capital LLCPassive

Substantial overlap · 6 shared positions

$HUM $KKR $UNIT $GE $GEV $AMD

$272M

554 positions

#5Mittelman Wealth ManagementActive

Substantial overlap · 5 shared positions

$HUM $KKR $AGQ $GE $GEV

$160M

52 positions

#6Western Pacific Wealth Management, LPActive

Substantial overlap · 3 shared positions

$HUM $KKR $AMD

$98M

197 positions

#7Seneca Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $DIA

$341M

64 positions

#8Juno Financial Group LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $GE

$255M

70 positions

#9Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $UNIT

$169M

170 positions

#10FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $AMN

$176M

104 positions

#11Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $NTRB

$3.0B

455 positions

#12Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$230M

21 positions

#13Bernardo Wealth Planning LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $AGQ $WT

$511M

129 positions

#14Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $NTRB $DIA

$145M

35 positions

#15Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $UNIT $KKR

$484M

76 positions

#16Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$NTRB $AGQ $GMM

$4.7B

1,361 positions

#17Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $HUM $KKR $UNIT

$109M

1,311 positions

#18Wealth Care LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $WT $DIA

$113M

67 positions

#19Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $WT $GE $GEV

$187M

121 positions

#20McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $HUM $KKR $UNIT

$169M

79 positions

#21Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $WT $UNIT

$1.2B

521 positions

#22Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $HUM $KKR

$916M

185 positions

#23GreatBanc Trust COActive

Notable overlap · 5 shared positions

$HUM $WT $KKR $UNIT $DIA

$143M

67 positions

#24SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $KKR $AGQ

$212M

66 positions

#25ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $UNIT $WT

$753M

159 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.