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Hedge Funds Similar to SHEETS SMITH WEALTH

13F Portfolio OverlapQ2 2026SHEETS SMITH WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SHEETS SMITH WEALTH MANAGEMENT is an institutional investor managing $1.0B across 408 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 SHEETS SMITH WEALTH are Birch Hill Investment Advisors, Slagle Financial, Gs Investments, with shared positions in $TJX, $ECL, $GWW, $PEP, $UBER, $SPG. The full ranking of 25 similar funds is below.

#1Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$TJX$ECL$GWW$PEP$UBER
$2.5B
211 positions
#2Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$TJX$SPG$PEP$AMGN$LOW
$334M
127 positions
#3Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$ECL$MTZ$PEP$AMGN$UBER
$138M
133 positions
#4TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$ECL$GWW$PEP$AMGN$LOW
$1.0B
880 positions
#5Smart Money Group LLCSmart money
Some overlap · 5 shared positions
$TJX$GWW$EPD$LOW$OUNZ
$390M
86 positions
#6AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$ECL$AMGN$UBER
$1.6B
118 positions
#7Hardworking Capital Advisors, LLCActive
Some overlap · 5 shared positions
$PSA$PEP$AMGN$TSCO$TJX
$122M
84 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$PEP$AMGN$LOW$UBER
$8.0B
1,334 positions
#9Nicollet Investment Management, Inc.Active
Some overlap · 4 shared positions
$ECL$TJX$GWW$UBER
$324M
77 positions
#10Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$ECL$TJX$PEP$AMGN
$1.1B
204 positions
#11Running Oak Capital LLCPassive
Some overlap · 4 shared positions
$TJX$IQV$GWW$TSCO
$587M
59 positions
#12Harrington Investments, INCPassive
Some overlap · 4 shared positions
$TJX$ECL$GWW$AMGN
$206M
82 positions
#13ISTHMUS PARTNERS, LLCPassive
Some overlap · 5 shared positions
$PSA$GWW$CPRT$LOW$COR
$1.0B
226 positions
#14MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ECL$GWW$AMGN$LOW$COR
$857M
166 positions
#15WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$TJX$ECL$PEP$GWW
$947M
155 positions
#16Williams Jones Wealth Management, LLC.Active
Some overlap · 4 shared positions
$TJX$ECL$UBER$EPD
$8.9B
547 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TJX$SPG$AMGN$LOW
$297M
103 positions
#18Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$TJX$PEP$ECL$LOW$COR
$1.0B
160 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$PEP$AMGN$CPRT
$748M
68 positions
#20Freedom Financial Partners LLCActive
Some overlap · 5 shared positions
$ECL$WPC$EPD$ULTA$PEP
$307M
89 positions
#21PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ECL$GWW$PEP$LOW
$209M
54 positions
#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$ECL$CPRT
$499M
73 positions
#23HARVEY INVESTMENT CO LLCActive
Some overlap · 4 shared positions
$TJX$PEP$ULTA$CPRT
$918M
99 positions
#24BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$AMGN$LOW
$346M
113 positions
#25Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$AMGN$LOW
$274M
58 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.