13F Pro

Hedge Funds Similar to Shepherd Street Advisors

13F Portfolio OverlapQ3 2026Shepherd Street Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shepherd Street Advisors LLC is an institutional investor managing $116M across 85 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shepherd Street Advisors are Neumann, ProVise Group, BOWEN HANES, with shared positions in $WFC, $SCHW, $GILD, $UNP, $CMI, $BLK. The full ranking of 25 similar funds is below.

#1Neumann Capital Management, LLCActive
Notable overlap · 5 shared positions
$WFC$SCHW$GILD$UNP$CMI
$391M
105 positions
#2ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$WFC$SCHW$BLK$BKNG$ENB
$1.5B
282 positions
#3BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$PH$SCHW$VRTX$UNP$BA$DE
$4.1B
151 positions
#4GREAT LAKES ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$PH$LIN$WFC$BLK$GILD$BA
$13.1B
825 positions
#5TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WFC$SCHW$BLK$BKNG$ENB
$143M
104 positions
#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SCHW$BLK$LIN$UNP$MNST
$529M
72 positions
#7Shelter Mutual Insurance CoActive
Some overlap · 6 shared positions
$VRTX$LIN$GILD$UNP$BKNG$DE
$473M
58 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SCHW$WFC$UNP$CMI$PLD
$175M
73 positions
#9Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$WFC$SCHW$LIN$DE
$346M
112 positions
#10ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$MPC$SCHW$PLD
$213M
97 positions
#11Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$SCHW$MPC$GILD$CMI$ENB
$111M
62 positions
#12Regal Partners LtdActive
Some overlap · 3 shared positions
$WFC$SCHW$UNP
$1.8B
122 positions
#13Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$WFC$SCHW$COF$DE$UNP
$678M
357 positions
#14WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SCHW$LIN$WFC$BA$DE
$575M
82 positions
#15Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$PH$WFC$GILD$SCHW$NXPI$COF
$638M
194 positions
#16Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PH$BLK$UNP$PLD$COF
$856M
89 positions
#17Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$PH$MPC$LIN$ENB$DE
$257M
258 positions
#18EagleClaw Capital Managment, LLCPassive
Some overlap · 5 shared positions
$PH$LIN$UNP$BKNG$BA
$745M
145 positions
#19Polaris Capital Management, LLCActive
Some overlap · 5 shared positions
$MPC$LIN$GILD$BKNG$COF
$953M
86 positions
#20Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PH$BLK$LIN$UNP
$253M
63 positions
#21Intermede Investment Partners LtdActive
Some overlap · 4 shared positions
$SCHW$VRTX$LIN$COF
$2.4B
30 positions
#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$BLK$LIN$SCHW$UNP$BA
$155M
88 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$SCHW$PH$UNP$NXPI
$377M
75 positions
#24Asset Allocation & Management Company, LLCActive
Some overlap · 3 shared positions
$WFC$MPC$CMI
$321M
69 positions
#25SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$WFC$PH$UNP
$822M
86 positions

Compare Shepherd Street Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Shepherd Street Advisors’s holdings

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.