What hedge funds are most similar to Sherry Group, Inc.?

The funds with the most similar 13F portfolios to Sherry Group, Inc. are New Vernon II, Bay Advisors,, MAINSAIL ASSET ,, based on overlapping conviction holdings in the latest SEC filings.

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 Sherry Group,

13F Portfolio OverlapQ1 2026Sherry Group, portfolio →

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Most similar hedge funds by 13F overlap

Sherry Group, Inc. is an institutional investor managing $102M 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 Sherry Group, are New Vernon II, Bay Advisors,, MAINSAIL ASSET ,, with shared positions in $RELX, $WT, $MAR, $HUM, $ALPS, $SLV. The full ranking of 25 similar funds is below.

#1New Vernon Capital Holdings II LLCActive

Notable overlap · 3 shared positions

$RELX $WT $MAR

$136M

77 positions

#2Bay Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$RELX $WT $HUM

$162M

107 positions

#3MAINSAIL ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$RELX $MAR $HUM $ALPS

$223M

112 positions

#4Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$RELX $WT $MAR

$589M

138 positions

#5Winthrop Advisory Group LLCActive

Some overlap · 3 shared positions

$RELX $WT $HUM

$1.2B

195 positions

#6CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ALPS $RELX $WT $MAR $SLV

$309M

132 positions

#7Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$RELX $MAR $WT

$147M

189 positions

#8Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$RELX $WT $SLV

$201M

1,043 positions

#9Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ALPS $WT $MAR $UBER

$175M

152 positions

#10Oakmont Advisory Group, LLCPassive

Some overlap · 3 shared positions

$RELX $HUM $ZM

$98M

119 positions

#11Bulwark Capital CorpActive

Some overlap · 5 shared positions

$MAR $RELX $HUM $WT $ALPS

$162M

100 positions

#12WT Wealth ManagementPassive

Some overlap · 3 shared positions

$RELX $WT $UBER

$336M

138 positions

#13Avant Capital LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $HUM $UBER

$142M

76 positions

#14Willow Financial LLCActive

Some overlap · 3 shared positions

$ALPS $WT $SLV

$99M

37 positions

#15Stratos Investment Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $WT $UBER

$2.5B

371 positions

#16American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$ALPS $WT $UBER

$188M

96 positions

#17Hamilton Wealth, LLCActive

Some overlap · 5 shared positions

$ALPS $WT $HUM $SLV $MAR

$1.4B

114 positions

#18Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$WT $MAR $HUM

$153M

344 positions

#19Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$WT $MAR $HUM

$170M

48 positions

#20LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $MAR $HUM

$595M

360 positions

#21Brady Martz Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$ALPS $HUM $WT

$587M

195 positions

#22Ridge Creek Global, IncActive

Some overlap · 3 shared positions

$WT $MAR $HUM

$118M

85 positions

#23WealthBridge Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $RELX $HUM $ALPS

$434M

221 positions

#24CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$WT $MAR $SLV $ALPS

$149M

96 positions

#25VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$WT $MAR $RELX

$301M

176 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.