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Hedge Funds Similar to Nalls Sherbakoff Group

13F Portfolio OverlapQ2 2026Nalls Sherbakoff Group portfolio →
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Most similar hedge funds by 13F overlap

Nalls Sherbakoff Group, LLC is an institutional investor managing $141M across 378 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 Nalls Sherbakoff Group are New Harbor Financial Group, MASTER'S WEALTH, Junk Investment Group, with shared positions in $CEF, $PSLV, $SLV, $PNC, $RF, $KMI. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$CEF$PSLV$SLV
$633M
68 positions
#2MASTER'S WEALTH MANAGEMENT INC.Smart money
Notable overlap · 3 shared positions
$PNC$RF$KMI
$332M
91 positions
#3Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$PNC$TFC$ADP$D
$226M
97 positions
#4Richard C. Young & CO., LTD.Passive
Some overlap · 6 shared positions
$SLV$PNC$T$KMI$SO$LHX
$1.4B
101 positions
#5ABBINGTON INVESTMENT GROUPActive
Some overlap · 3 shared positions
$PSLV$SLV$KMI
$157M
52 positions
#6Kentucky Trust CoPassive
Some overlap · 6 shared positions
$PNC$NSC$TFC$T$DUK$SO
$208M
316 positions
#7Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$LMT$SO
$686M
311 positions
#8Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$RF$SLV$KMI$ET
$114M
57 positions
#9Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$RF$T$DUK$LMT$SO
$227M
140 positions
#10JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$PNC$GWW$LHX$ADP$ITW
$1.1B
231 positions
#11Kiker Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SLV$CEF$SO$PSLV$BP
$256M
161 positions
#12Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$CEF$T$LMT
$93M
72 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$PNC$TFC$T$DUK$D
$1.2B
383 positions
#14RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$PSLV$SLV$DUK
$460M
154 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$PNC$LMT$ADP
$1.2B
106 positions
#16Silver Lake Advisory, LLCPassive
Some overlap · 4 shared positions
$RF$GWW$KMI$ADP
$280M
109 positions
#17ADVISORTRUST PARTNERS, LLCPassive
Some overlap · 5 shared positions
$PNC$DUK$TFC$D$T
$292M
199 positions
#18Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$TFC$D
$240M
74 positions
#19Jackson Hole Capital Partners, LLC
Some overlap · 8 shared positions
$T$KMI$DUK$LMT$SO$ET
$605M
313 positions
#20EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$PNC$TFC$T
$5.2B
76 positions
#21Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SLV$GWW$ADP$ITW
$145M
99 positions
#22Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$GWW$NSC$T$DUK$SO
$380M
85 positions
#23BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$PSLV$T$KMI$ET
$453M
117 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$RF$T$DUK$LMT$SO$ADP
$239M
126 positions
#25Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PSLV$LMT$ET
$193M
678 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.