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Hedge Funds Similar to Shepherd Street Advisors

13F Portfolio OverlapQ1 2026Shepherd Street Advisors portfolio →
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Most similar hedge funds by 13F overlap

Shepherd Street Advisors LLC is an institutional investor managing $101M across 86 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 Shepherd Street Advisors are BOWEN HANES &, TWIN CITY PRIVATE WEALTH,, Blume ,, with shared positions in $PH, $SCHW, $VRTX, $GEV, $ISRG, $BA. The full ranking of 25 similar funds is below.

#1BOWEN HANES & CO INCActive
Notable overlap · 8 shared positions
$PH$SCHW$VRTX$GEV$ISRG$BA
$4.1B
151 positions
#2TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WFC$AMAT$SCHW$BKNG$ENB
$132M
96 positions
#3Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$WFC$SCHW$DE
$588M
337 positions
#4MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 7 shared positions
$GEV$VRTX$LIN$GILD$WFC$UNP
$1.8B
250 positions
#5Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$WFC$AMAT$SCHW$GEV$CMI$MCD
$195M
107 positions
#6Van Diest Capital, LLCPassive
Some overlap · 4 shared positions
$AMAT$SCHW$WFC$BKNG
$127M
190 positions
#7S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$WFC$LIN$AMAT$GEV$MCD$PH
$671M
178 positions
#8UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 7 shared positions
$AMAT$MPC$SCHW$GEV$LIN$BKNG
$687M
301 positions
#9ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$WFC$AMAT$SCHW$BKNG$ENB
$1.4B
261 positions
#10ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$AMAT$WFC$SCHW
$112M
102 positions
#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$AMAT$SCHW$GEV$BA
$200M
110 positions
#12NS Partners LtdActive
Some overlap · 6 shared positions
$AMAT$GEV$ISRG$WFC$MCD$MNST
$2.2B
71 positions
#13Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$AMAT$VRTX$SCHW$DE
$1.3B
170 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$PH$SCHW$VRTX$MPC$BKNG
$2.0B
162 positions
#15RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$AMAT$SCHW$ISRG$MCD$BKNG
$52M
36 positions
#16Miller Capital Partners, Inc.Passive
Some overlap · 6 shared positions
$PH$MPC$LIN$MCD$ENB$DE
$208M
262 positions
#17Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$SCHW$MPC$DE
$163M
52 positions
#18Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$SCHW$UNP$DE
$644M
154 positions
#19SPWM Advisors LLCPassive
Some overlap · 4 shared positions
$AMAT$SCHW$WFC$BKNG
$115M
93 positions
#20McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$AMAT$SCHW$ISRG$CMI
$885M
121 positions
#21Talbot Financial, LLCActive
Some overlap · 3 shared positions
$AMAT$SCHW$GEV
$1.2B
66 positions
#22Consilium Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$WFC$GEV$AMAT$LIN$MPC$BKNG
$293M
102 positions
#23Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$AMAT$PH$WFC$UNP
$218M
419 positions
#24Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$AMAT$SCHW$GEV
$116M
80 positions
#25Capital Research Global InvestorsActive
Some overlap · 6 shared positions
$AMAT$VRTX$LIN$WFC$UNP$GILD
$644.6B
459 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.