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Hedge Funds Similar to Shulman DeMeo Asset

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

Shulman DeMeo Asset Management LLC is an institutional investor managing $535M across 146 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 Shulman DeMeo Asset are Junk Investment Group, Crescent Sterling, Ltd., TI, with shared positions in $MDY, $QCOM, $TXN, $DIS, $DELL, $VZ. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCActive
Some overlap · 6 shared positions
$MDY$QCOM$TXN$DIS$DELL$VZ
$226M
97 positions
#2Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$QCOM$TXN$LMT$VZ
$112M
85 positions
#3TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$WDC$SO$ED
$186M
132 positions
#4BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$QCOM$BNY$LMT
$357M
707 positions
#5LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$QCOM$DIS$LMT
$230M
129 positions
#6Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$QCOM$TXN$VZ
$206M
309 positions
#7ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$QCOM$MS$LMT
$336M
558 positions
#8MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 4 shared positions
$MDY$MS$ICE$TXN
$14.9B
299 positions
#9Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$QCOM$TXN$DIS
$418M
232 positions
#10Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$QCOM$TXN$LMT
$471M
146 positions
#11IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$MS$BNY$DIS
$725M
165 positions
#12Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$TXN$DIS$SO$GD
$246M
140 positions
#13Meridian Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$MS$LMT$SO$AEP
$208M
146 positions
#14Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$DIS$ED$AEP$VZ
$448M
500 positions
#15LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$QCOM$ENB
$248M
91 positions
#16Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$QCOM$GD
$106M
133 positions
#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$QCOM$TXN
$371M
394 positions
#18Providence First Trust CoPassive
Some overlap · 5 shared positions
$MDY$WDC$BNY$DNP$AEP
$358M
196 positions
#19Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$MS$BNY
$537M
168 positions
#20Fiduciary Wealth Partners, LLCSmart money
Some overlap · 5 shared positions
$MDY$QCOM$MS$SO$GD
$182M
69 positions
#21GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$WSM$MRVL
$215M
111 positions
#22Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$DIS$LMT$VZ
$310M
144 positions
#23MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MS$MRVL
$2.4B
956 positions
#24Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$WDC$DELL$MRVL
$347M
118 positions
#25Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$MS$LMT
$281M
100 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.