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 SHERMAN PORFOLIOS

13F Portfolio OverlapQ2 2026SHERMAN PORFOLIOS portfolio →

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Most similar hedge funds by 13F overlap

SHERMAN PORFOLIOS, LLC is an institutional investor managing $1.3B across 97 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 PORFOLIOS are PINKERTON WEALTH, VIRGINIA WEALTH GROUP, Exeter Financial, with shared positions in $COP, $PSX, $QCOM, $VZ, $AZN, $C. The full ranking of 25 similar funds is below.

#1PINKERTON WEALTH, LLCActive

Substantial overlap · 24 shared positions

$COP $PSX $QCOM $VZ $AZN $C

$1.2B

103 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$PSX $QCOM $VZ $AMGN $PEP $DUK

$203M

58 positions

#3Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$VZ $AMGN $PEP $TXN $WM $MCD

$265M

100 positions

#4OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$QCOM $PEP $DUK $SO $TXN $MCD

$2.2B

70 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$DUK $SO $TXN $COP $MET $AMGN

$1.3B

58 positions

#6Crescent Sterling, Ltd.Passive

Notable overlap · 9 shared positions

$PSX $AMGN $PEP $VZ $QCOM $TXN

$122M

92 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$QCOM $DUK $SO $TXN $MCD $MET

$1.7B

256 positions

#8SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$COP $VZ $C $TXN $PSX $AMGN

$606M

79 positions

#9Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$SO $TXN $MCD $AMGN $PEP $ABT

$108M

52 positions

#10Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$VZ $PEP $WM $MCD $KMB $SO

$199M

38 positions

#11Welch Group, LLCPassive

Notable overlap · 7 shared positions

$QCOM $VZ $PEP $SO $TXN $MCD

$2.9B

326 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $C $PEP $DUK $SO $TXN

$233M

122 positions

#13NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$QCOM $VZ $DUK $AMGN $UL $ABT

$863M

131 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$COP $AMGN $DUK $MCD $ABT $ADP

$363M

92 positions

#15Stablepoint Partners, LLCPassive

Notable overlap · 9 shared positions

$AMGN $PSX $QCOM $VZ $PEP $MCD

$723M

260 positions

#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$PEP $DUK $SO $MCD $PSX $ADP

$390M

103 positions

#17DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$QCOM $AMGN $PEP $WM $MCD $TXN

$275M

99 positions

#18Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$PSX $C $AMGN $MCD $OMC $IP

$116M

172 positions

#19Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$VZ $PEP $SO $TXN $MCD $KMB

$497M

948 positions

#20Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$QCOM $PSX $AMGN $TXN $MET $ADP

$111M

62 positions

#21MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$COP $C $VZ $TXN $MCD $PSX

$3.7B

159 positions

#22Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$AMGN $VZ $PEP $TXN $PSX $MET

$1.5B

139 positions

#23apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$C $AMGN $SO $DUK $KMB $UL

$222M

128 positions

#24Brookmont Capital ManagementActive

Notable overlap · 7 shared positions

$AZN $COP $WM $MCD $ABT $QCOM

$176M

64 positions

#25BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$PSX $AMGN $TXN $PEP $ABT $ADP

$346M

113 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.