What hedge funds are most similar to SHRIER WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to SHRIER WEALTH MANAGEMENT, LLC are Greenline Partners, MORGAN DEMPSEY, HUTNER, based on overlapping conviction holdings in the latest SEC filings.

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 SHRIER WEALTH

13F Portfolio OverlapQ2 2026SHRIER WEALTH portfolio →

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Most similar hedge funds by 13F overlap

SHRIER WEALTH MANAGEMENT, LLC is an institutional investor managing $296M across 134 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 SHRIER WEALTH are Greenline Partners, MORGAN DEMPSEY, HUTNER, with shared positions in $ENB, $WMB, $BHP, $IAU, $RIO, $FCX. The full ranking of 25 similar funds is below.

#1Greenline Partners, LLCActive

Notable overlap · 7 shared positions

$ENB $WMB $BHP $IAU $RIO $FCX

$983M

149 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$WFC $PM $OKE $C $VZ $RIO

$233M

122 positions

#3HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 10 shared positions

$ENB $PM $EPD $ABT $PEP $O

$252M

43 positions

#4Jackson Hole Capital Partners, LLC

Notable overlap · 8 shared positions

$WMB $EPD $OKE $C $PEP $GILD

$605M

313 positions

#5Comprehensive Money Management Services LLCPassive

Notable overlap · 8 shared positions

$IAU $WMB $ENB $WY $O $FCX

$159M

200 positions

#6Pathway Financial Advisers, LLCPassive

Notable overlap · 8 shared positions

$ENB $EPD $OKE $VZ $PM $PEP

$397M

167 positions

#7HOURGLASS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$WMB $BHP $PM $C $SLB $VZ

$508M

127 positions

#8SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$WMB $ENB $EPD $OKE $WM

$57M

32 positions

#9Capital Innovations LLCPassive

Notable overlap · 5 shared positions

$WMB $ENB $WM $SLB $OKE

$385M

51 positions

#10TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $OKE $VZ $PEP $GILD

$2.1B

289 positions

#11TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$PM $ENB $VZ $ABT $RIO $PEP

$798M

187 positions

#12CAPITAL ADVISORS INC/OKActive

Notable overlap · 7 shared positions

$WMB $ENB $VZ $BA $PEP $O

$6.8B

374 positions

#13WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$WMB $NVS $SLB $PEP $WY $UPS

$742M

119 positions

#14Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$BHP $WFC $BA $VZ $O $UPS

$223M

81 positions

#15Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$WMB $ENB $EPD $OKE $FCX

$1.6B

71 positions

#16InvesTrustPassive

Notable overlap · 7 shared positions

$WFC $PM $SLB $VZ $PEP $OKE

$260M

95 positions

#17Hayek Kallen Investment ManagementActive

Notable overlap · 6 shared positions

$WM $NVS $PM $VZ $PEP $C

$330M

97 positions

#18KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 4 shared positions

$WMB $ENB $EPD $OKE

$5.1B

53 positions

#19TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 4 shared positions

$WMB $ENB $EPD $OKE

$9.8B

91 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$EPD $WMB $ENB $C $VZ $GILD

$3.8B

152 positions

#21Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$NVS $PM $C $ABT $GILD $UPS

$526M

89 positions

#22MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$ENB $WMB $BA $RIO $GILD

$112M

100 positions

#23Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$BHP $NVS $PM $EPD $VZ $PEP

$259M

118 positions

#24CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$WMB $ENB $EPD $OKE

$2.2B

73 positions

#25TCTC Holdings, LLCActive

Notable overlap · 6 shared positions

$WM $WMB $NVS $FCX $PM $PEP

$3.8B

240 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.