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Hedge Funds Similar to SMITH SHELLNUT WILSON

13F Portfolio OverlapQ2 2026SMITH SHELLNUT WILSON portfolio →
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Most similar hedge funds by 13F overlap

SMITH SHELLNUT WILSON LLC /ADV is an institutional investor managing $268M across 161 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SMITH SHELLNUT WILSON are LONE PINE, Riverview, Dedeker Financial, with shared positions in $STX, $STRL, $ASML, $LOW, $PEP, $MCD. The full ranking of 25 similar funds is below.

#1LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$STX$STRL$ASML
$16.4B
34 positions
#2Riverview Trust CoActive
Notable overlap · 4 shared positions
$STX$LOW$PEP$MCD
$84M
166 positions
#3Dedeker Financial LLCActive
Notable overlap · 3 shared positions
$STX$STRL$AFL
$176M
55 positions
#4LMG Wealth Partners, LLCPassive
Notable overlap · 7 shared positions
$STRL$AFL$LOW$PEP$WFC$FDX
$626M
166 positions
#5Keystone Financial GroupPassive
Some overlap · 5 shared positions
$STX$LOW$MCD$WFC$PM
$1.7B
567 positions
#6Range Financial Group LLCPassive
Some overlap · 5 shared positions
$STX$LOW$MCD$PM$LITE
$366M
206 positions
#7Safe Harbor Fiduciary, LLCPassive
Some overlap · 3 shared positions
$STX$AFL$PEP
$128M
61 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$ASML$PM
$55.2B
266 positions
#9Anther Capital LtdSmart money
Some overlap · 3 shared positions
$STX$ASML$LITE
$3.9B
21 positions
#10WT Asset Management LtdActive
Some overlap · 3 shared positions
$STX$ASML$LITE
$5.1B
29 positions
#11Keystone Wealth Services, LLCPassive
Some overlap · 3 shared positions
$STX$WFC$PM
$539M
327 positions
#12Amanah Holdings TrustSmart money
Some overlap · 3 shared positions
$STX$LITE$GWW
$1.7B
20 positions
#13Twin Lakes Capital Management, LLCActive
Some overlap · 3 shared positions
$STX$FDX$RF
$262M
208 positions
#14Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$STX$STRL$ASML
$375M
75 positions
#15Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$LOW$PEP$WFC$MCD$PM
$334M
127 positions
#16Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$STX$ASML$LITE
$703M
25 positions
#17EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$STX$PM$ASML
$21.9B
1,580 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$PEP$RF
$239M
126 positions
#19Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$LOW$PEP$WFC$FDX
$797M
110 positions
#20Leisure Capital ManagementActive
Some overlap · 3 shared positions
$STX$LOW$WFC
$320M
157 positions
#21Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$STX$ASML$LITE
$3.2B
61 positions
#22Peoples Bank/KSPassive
Some overlap · 4 shared positions
$PEP$LOW$WFC$MCD
$103M
98 positions
#23Aufman Associates IncSmart money
Some overlap · 3 shared positions
$STX$PEP$MCD
$251M
67 positions
#24Haverford Trust CoActive
Some overlap · 5 shared positions
$LOW$PEP$ASML$MCD$PM
$11.6B
424 positions
#25Andrews Advisory Associates, LLCActive
Some overlap · 6 shared positions
$LOW$PEP$FDX$MCD$AFL$GWW
$208M
86 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.