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Hedge Funds Similar to Sherman Asset

13F Portfolio OverlapQ2 2026Sherman Asset portfolio →
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Most similar hedge funds by 13F overlap

Sherman Asset Management, Inc. is an institutional investor managing $129M across 136 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 Sherman Asset are Harvest Investment Advisors, Beta Wealth Group, PINKERTON WEALTH, with shared positions in $QCOM, $MS, $GILD, $AMGN, $STT, $BMY. The full ranking of 25 similar funds is below.

#1Harvest Investment Advisors, LLCActive
Some overlap · 8 shared positions
$QCOM$MS$GILD$AMGN$STT$BMY
$202M
58 positions
#2Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$QCOM$MS$C$GILD$WFC$SCHW
$267M
114 positions
#3PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$QCOM$MCD$C$AMGN$WM$STT
$1.2B
103 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 7 shared positions
$QCOM$MCD$WM$WFC$BMY$SCHW
$2.5B
270 positions
#5SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$QCOM$MCD$C$AMGN$WM$STT
$1.3B
97 positions
#6Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$QCOM$MS$MCD$AMGN$WM
$311M
115 positions
#7Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$MCD$C$AMGN$WFC
$330M
73 positions
#8Gleason Group, Inc.Active
Some overlap · 5 shared positions
$QCOM$MCD$C$GILD$BLK
$1.1B
449 positions
#9DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$QCOM$MCD$AMGN$WM$SCHW$ABT
$235M
96 positions
#10Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$QCOM$MCD$WM$BMY$BLK$ABT
$455M
57 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$MS$AMGN$WFC$ABT
$1.2B
106 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$MCD$AMGN$BLK$ABT
$201M
57 positions
#13Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$MS$MCD$C$GILD$AMGN$WM
$142M
106 positions
#14McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$QCOM$MS$AMGN$BLK$SCHW
$1.1B
137 positions
#15PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$QCOM$AMGN$MCD$WM$BMY
$1.1B
79 positions
#16Brookmont Capital ManagementActive
Some overlap · 7 shared positions
$QCOM$MCD$GILD$WM$EQIX$WFC
$186M
61 positions
#17ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 4 shared positions
$QCOM$MCD$GILD$AMGN
$549M
195 positions
#18CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$QCOM$MCD$PLD$BLK$ABT
$5.2B
56 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$MS$MCD$GILD$ABT
$467M
118 positions
#20WFA of San Diego, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$WFC$STT$C
$122M
94 positions
#21Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$QCOM$GILD$AMGN$BMY$SCHW
$394M
144 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$QCOM$MCD$C$GILD
$1.7B
256 positions
#23GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$MS$C$GILD$AMGN$WM$WFC
$3.0B
213 positions
#24Harrington Investments, INCPassive
Some overlap · 5 shared positions
$QCOM$GILD$AMGN$PLD$SCHW
$206M
82 positions
#25North Forty Two & Co.Passive
Some overlap · 5 shared positions
$QCOM$GILD$AMGN$WFC$ABT
$118M
104 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.