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Hedge Funds Similar to Shepherd Street Advisors

13F Portfolio OverlapQ2 2026Shepherd Street Advisors portfolio →
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Most similar hedge funds by 13F overlap

Shepherd Street Advisors LLC is an institutional investor managing $114M across 86 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 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
$151M
58 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
$499M
73 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
$362M
116 positions
#10ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$MPC$SCHW$PLD
$216M
231 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
$684M
359 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
$680M
199 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
$1.1B
84 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
$152M
84 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$SCHW$PH$UNP$NXPI
$383M
74 positions
#24Asset Allocation & Management Company, LLCActive
Some overlap · 3 shared positions
$WFC$MPC$CMI
$307M
67 positions
#25SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$WFC$PH$UNP
$822M
86 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.