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 PORFOLIOS,

13F Portfolio OverlapQ1 2026SHERMAN PORFOLIOS, portfolio →

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Most similar hedge funds by 13F overlap

SHERMAN PORFOLIOS, LLC is an institutional investor managing $1.3B across 98 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 PORFOLIOS, are PINKERTON WEALTH,, Hilton ,, Kuhn & Investment Counsel, with shared positions in $SNOW, $PSX, $AZN, $C, $AMGN, $WM. The full ranking of 25 similar funds is below.

#1PINKERTON WEALTH, LLCActive

Notable overlap · 11 shared positions

$SNOW $PSX $AZN $C $AMGN $WM

$1.1B

138 positions

#2Hilton Capital Management, LLCActive

Some overlap · 6 shared positions

$SNOW $COP $AZN $AMGN $MCD $UL

$1.3B

129 positions

#3Kuhn & Co Investment CounselPassive

Some overlap · 6 shared positions

$SNOW $COP $PSX $AMGN $SO $TXN

$155M

142 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $AMGN $DUK $WM $MCD $ABT

$353M

78 positions

#5FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$SNOW $COP $VZ $MCD $KMB

$464M

142 positions

#6CHRISTINE MESSMER PCActive

Some overlap · 4 shared positions

$SNOW $COP $VZ $AMGN

$156M

80 positions

#7Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $AMGN $DUK $WM $MCD

$272M

95 positions

#8Lineweaver Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $C $AMGN $DUK $MCD

$742M

168 positions

#9North Forty Two & Co.Passive

Some overlap · 4 shared positions

$SNOW $COP $AMGN $TXN

$108M

97 positions

#10ETF Store, Inc.Active

Some overlap · 4 shared positions

$SNOW $COP $VZ $AMGN

$103M

100 positions

#11BankPlus Wealth Management LLCActive

Some overlap · 5 shared positions

$SNOW $AMGN $C $TXN $ADP

$194M

117 positions

#12Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$SNOW $COP $C $MCD

$566M

28 positions

#13Corundum Group, Inc.Active

Some overlap · 5 shared positions

$SNOW $DUK $WM $AMGN $MCD

$299M

108 positions

#14Asset Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$SNOW $COP $MCD $AMGN

$199M

116 positions

#15MATHER GROUP, LLC.Active

Some overlap · 4 shared positions

$SNOW $COP $MCD $ABT

$10.0B

1,896 positions

#16Franklin, Parlapiano, Turner & Welch, LLCActive

Some overlap · 4 shared positions

$SNOW $COP $PSX $MCD

$420M

55 positions

#17Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 4 shared positions

$SNOW $COP $TXN $MCD

$233M

105 positions

#18BCM ADVISORS, LLCActive

Some overlap · 4 shared positions

$SNOW $COP $DUK $IP

$507M

78 positions

#19MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SNOW $VZ $AMGN $MCD

$260M

146 positions

#20Wagner Wealth Management, LLCActive

Some overlap · 4 shared positions

$SNOW $VZ $DUK $SO

$495M

279 positions

#21Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $VZ $TXN $KMB

$163M

67 positions

#22Armor Investment Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $PSX $DUK $SO

$278M

160 positions

#23Sagace Wealth Management LLCPassive

Some overlap · 3 shared positions

$SNOW $COP $C

$149M

70 positions

#24Wealth Advisory Team LLC

Some overlap · 4 shared positions

$SNOW $DUK $SO $MCD

$113M

39 positions

#25Successful Portfolios LLCPassive

Some overlap · 4 shared positions

$SNOW $DUK $SO $MCD

$181M

188 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.