How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SHELTON WEALTH

13F Portfolio OverlapQ2 2026SHELTON WEALTH portfolio →

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Most similar hedge funds by 13F overlap

SHELTON WEALTH MANAGEMENT, LLC is an institutional investor managing $255M across 144 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 SHELTON WEALTH are DEEPWATER ASSET, Benchmark Investment Advisors, Peloton Wealth Strategists, with shared positions in $APP, $MRVL, $VRT, $CCJ, $MELI, $TWLO. The full ranking of 25 similar funds is below.

#1DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$APP $MRVL $VRT $CCJ $MELI $TWLO

$220M

35 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$APP $VRT $ASML $ANET $APH $BKNG

$228M

70 positions

#3Peloton Wealth StrategistsPassive

Notable overlap · 7 shared positions

$VRT $EMR $UBER $ANET $FCX $APH

$271M

91 positions

#4JOHNSTON ASSET MANAGEMENT CORPActive

Notable overlap · 7 shared positions

$VRT $ASML $CCJ $MELI $C $EW

$2.9B

77 positions

#5PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$APP $PH $CCJ $FCX $TWLO $CP

$3.2B

77 positions

#6SWS PartnersPassive

Notable overlap · 7 shared positions

$MRVL $MELI $ANET $WFC $UBER $GD

$463M

108 positions

#7Myriad Asset Management US LPActive

Notable overlap · 7 shared positions

$ASML $CSX $FCX $DE $C $MRVL

$72M

52 positions

#8Seascape Capital ManagementPassive

Notable overlap · 6 shared positions

$APP $VRT $FTNT $ANET $APH $BKNG

$417M

96 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$MRVL $VRT $APP $ANET $FCX $C

$895M

185 positions

#10Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$VRT $ASML $UBER $ANET $APH $EW

$2.8B

151 positions

#11Warther Private Wealth, LLCActive

Notable overlap · 6 shared positions

$ASML $MELI $UBER $FTNT $EQT $NU

$456M

50 positions

#12Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$VRT $ASML $UBER $ANET $C $MELI

$115M

89 positions

#13PARAGON CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$MRVL $MELI $UBER $EQT $ONON $BKNG

$135M

80 positions

#14Asio Capital, LLCActive

Notable overlap · 7 shared positions

$ASML $UBER $APH $C $ANET $MELI

$781M

109 positions

#15CLOVERFIELDS CAPITAL GROUP, LPPassive

Notable overlap · 6 shared positions

$ASML $UBER $CP $EQT $NU $MELI

$331M

90 positions

#16Manhattan West Asset Management, LLCPassive

Notable overlap · 6 shared positions

$ASML $UBER $FTNT $GD $C $CP

$599M

185 positions

#17Broadleaf Partners, LLCPassive

Notable overlap · 5 shared positions

$APP $MRVL $VRT $ANET $ASML

$517M

86 positions

#18ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 8 shared positions

$VRT $MELI $ANET $APP $UBER $APH

$4.4B

109 positions

#19Myriad Asset Management Advisors LLCActive

Notable overlap · 6 shared positions

$ASML $CSX $FCX $DE $C $MRVL

$424M

49 positions

#20Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$ASML $ANET $VRT $APH $APP $PH

$29.1B

66 positions

#21Stanley-Laman Group, Ltd.Passive

Some overlap · 6 shared positions

$ASML $CCJ $MRVL $ANET $VRT $PH

$984M

298 positions

#22VIRTUE ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ASML $GD $DE $ANET $WFC $UBER

$142M

108 positions

#23Mission Creek Capital Partners, Inc.Passive

Some overlap · 6 shared positions

$MRVL $VRT $ANET $FCX $ASML $MELI

$569M

231 positions

#2417 CAPITAL PARTNERS, LLCPassive

Some overlap · 6 shared positions

$PH $MRVL $GD $EW $WFC $UBER

$222M

176 positions

#25Bulltick Wealth Management, LLCPassive

Some overlap · 6 shared positions

$VRT $PH $UBER $ONON $NU $ASML

$490M

134 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.