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Hedge Funds Similar to ShankerValleau Wealth Advisors

13F Portfolio OverlapQ2 2026ShankerValleau Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

ShankerValleau Wealth Advisors, Inc. is an institutional investor managing $380M across 40 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 ShankerValleau Wealth Advisors are St. Clair Advisors, Van Cleef Asset, Lafayette Investments, with shared positions in $PGR, $PEP, $SBUX, $NTRS, $WEC, $TT. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$389M
78 positions
#2Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$981M
119 positions
#3Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$542M
162 positions
#4Ted Buchan & CoActive
Some overlap · 3 shared positions
$PGR$PEP$SBUX
$306M
95 positions
#5Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PGR$NTRS$PEP
$984M
200 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PGR$NTRS$WEC
$6.4B
290 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$116M
240 positions
#8InvesTrustPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$260M
95 positions
#9Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$PEP$PGR$SBUX
$341M
88 positions
#10Agate Pass Investment Management, LLCPassive
Some overlap · 3 shared positions
$PEP$NTRS$SBUX
$271M
109 positions
#11Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$PGR$PEP$SBUX
$470M
808 positions
#12GHE, LLCSmart money
Slight overlap · 3 shared positions
$PGR$SBUX$PEP
$265M
57 positions
#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$1.3B
99 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$233M
122 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PEP$PGR$WEC
$252M
43 positions
#16Partnership Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$148M
67 positions
#17Nicholson Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$170M
111 positions
#18WIMMER ASSOCIATES 1, LLCPassive
Slight overlap · 3 shared positions
$PEP$NTRS$SBUX
$221M
113 positions
#19Brentview Investment Management LLCActive
Slight overlap · 3 shared positions
$PEP$TT$WEC
$253M
63 positions
#20CWS Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$PEP$PGR$NTRS$WEC
$451M
171 positions
#21ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$1.7B
652 positions
#22Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$PEP$SBUX$TT
$421M
225 positions
#23EVERETT HARRIS & CO /CA/Active
Slight overlap · 3 shared positions
$PEP$SBUX$PGR
$8.1B
292 positions
#24Blossom Wealth ManagementActive
Slight overlap · 3 shared positions
$PEP$SBUX$WEC
$71M
72 positions
#25Hofer & Associates. IncActive
Slight overlap · 3 shared positions
$PEP$SBUX$PGR
$207M
70 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.