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 Sherry Group

13F Portfolio OverlapQ2 2026Sherry Group portfolio →

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Most similar hedge funds by 13F overlap

Sherry Group, Inc. is an institutional investor managing $102M across 52 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 Sherry Group are Avantax Planning Partners, Maxele Advisors, Stonehearth, with shared positions in $ALPS, $STT, $VZ, $SPCX, $SLV, $MDY. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$ALPS $STT $VZ

$4.0B

454 positions

#2Maxele Advisors, LLC

Some overlap · 3 shared positions

$SPCX $SLV $MDY

$143M

98 positions

#3Stonehearth Capital Management, LLCActive

Some overlap · 3 shared positions

$ALPS $SLV $VZ

$293M

94 positions

#4Hamilton Wealth, LLCPassive

Some overlap · 3 shared positions

$ALPS $CRWD $SLV

$546M

118 positions

#5Elyxium Wealth, LLCPassive

Some overlap · 3 shared positions

$SPCX $MDY $STT

$952M

298 positions

#6Madden Advisory Services, Inc.Active

Some overlap · 4 shared positions

$ALPS $STT $SLV $MDY

$279M

110 positions

#7Friday FinancialActive

Some overlap · 3 shared positions

$STT $ALPS $MDY

$373M

108 positions

#8Convergence Financial, LLCPassive

Some overlap · 3 shared positions

$STT $SPCX $CRWD

$1.3B

272 positions

#9Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$STT $SLV $MDY

$309M

142 positions

#10Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$STT $SLV $VZ

$463M

181 positions

#11WCG Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$STT $CRWD $UBER

$4.2B

555 positions

#12Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$STT $UBER $VZ

$214M

72 positions

#13MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$STT $MDY $VZ

$174M

78 positions

#14FLOW TRADERS U.S. LLCPassive

Some overlap · 3 shared positions

$STT $MDY $ALPS

$2.4B

979 positions

#15PSI Advisors, LLCActive

Some overlap · 4 shared positions

$STT $UBER $VZ $SPCX

$430M

151 positions

#16Spahn Wealth & Retirement LLCActive

Some overlap · 3 shared positions

$SPCX $STT $SLV

$155M

38 positions

#17Foguth Wealth Management, LLC.Passive

Some overlap · 3 shared positions

$STT $SLV $CRWD

$879M

213 positions

#18Joseph P. Lucia & Associates, LLCPassive

Some overlap · 4 shared positions

$ALPS $CRWD $UBER $VZ

$333M

188 positions

#19Luminist Capital LLCPassive

Some overlap · 3 shared positions

$STT $SLV $SPCX

$89M

418 positions

#20Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$STT $MDY $UBER

$913M

281 positions

#21American Financial Advisors, LLCActive

Some overlap · 3 shared positions

$STT $SPCX $CRWD

$831M

169 positions

#22Norris Financial Group, LLCPassive

Some overlap · 3 shared positions

$STT $VZ $SPCX

$251M

82 positions

#23Horizon Wealth Management, LLCActive

Some overlap · 3 shared positions

$STT $SPCX $VZ

$785M

148 positions

#24Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$STT $MDY $VZ

$489M

619 positions

#25American Capital Advisory, LLCPassive

Some overlap · 3 shared positions

$STT $UBER $MDY

$275M

1,164 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.