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Hedge Funds Similar to McElhenny Sheffield

13F Portfolio OverlapQ2 2026McElhenny Sheffield portfolio →
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Most similar hedge funds by 13F overlap

McElhenny Sheffield Capital Management, LLC is an institutional investor managing $404M across 108 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 McElhenny Sheffield are HUTNER, RBO, Sky Investment Group, with shared positions in $PM, $ABT, $PEP, $YUM, $MO, $EPD. The full ranking of 25 similar funds is below.

#1HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 8 shared positions
$PM$ABT$PEP$YUM$MO$EPD
$252M
43 positions
#2RBO & CO LLCActive
Some overlap · 6 shared positions
$PM$ABT$PEP$MO$MCD$MDLZ
$628M
56 positions
#3Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$PM$ABT$PEP$TMO$MCD$AXP
$637M
146 positions
#4LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ABT$PM$PEP$YUM$MCD$AXP
$273M
104 positions
#5Ilex Capital Partners (UK) LLPActive
Some overlap · 6 shared positions
$PM$ABT$YUM$TMO$MDLZ$TXRH
$4.9B
147 positions
#6FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$PM$ABT$BX$MO$EPD$MCD
$42.5B
300 positions
#7Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$ABT$BX$MO$MCD
$159M
75 positions
#8P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$PM$ABT$PEP$MO
$133M
66 positions
#9TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$PM$ABT$PEP$BX
$1.3B
226 positions
#10Charles Schwab Trust CoActive
Some overlap · 6 shared positions
$PM$ABT$MO$EPD$MDLZ$PEP
$1.8B
171 positions
#11WATERS PARKERSON & CO., LLCActive
Some overlap · 4 shared positions
$PM$ABT$PEP$TMO
$2.0B
200 positions
#12First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$PM$ABT$PEP$MCD
$1.4B
73 positions
#13TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$PM$ABT$PEP$MO
$798M
187 positions
#14HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PM$ABT$PEP$AXP
$283M
47 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PM$ABT$PEP$EPD
$296M
134 positions
#16Graver Capital Management, LLCSmart money
Some overlap · 5 shared positions
$PM$PEP$YUM$MO$MCD
$140M
26 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PM$ABT$PEP$MCD
$513M
70 positions
#18Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$PM$ABT$BX$TMO$AXP
$360M
69 positions
#19Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PM$PEP$MO$EPD$MCD
$259M
118 positions
#20Hayek Kallen Investment ManagementActive
Some overlap · 5 shared positions
$PM$PEP$MO$TMO$MCD
$330M
97 positions
#21Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$PM$ABT$TMO$MCD$MDLZ
$449M
45 positions
#22SEARLE & CO.Passive
Some overlap · 5 shared positions
$PM$PEP$YUM$MCD$AXP
$445M
194 positions
#23DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$PM$PEP$MO$TMO$MDLZ
$242M
170 positions
#24Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PM$PEP$MO$MCD$MDLZ
$128M
41 positions
#25OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$PM$ABT$PEP$MO
$560M
136 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.