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Hedge Funds Similar to Valmark Advisers

13F Portfolio OverlapQ2 2026Valmark Advisers portfolio →
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Most similar hedge funds by 13F overlap

Valmark Advisers, Inc. is an institutional investor managing $9.4B across 728 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 Valmark Advisers are American National Bank of Texas, FAS Wealth Partners, Ascension Advisors, with shared positions in $DOV, $STT, $MCD, $GLDM, $UNP, $AMGN. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Some overlap · 6 shared positions
$DOV$STT$MCD$GLDM$UNP$AMGN
$110M
56 positions
#2FAS Wealth Partners, Inc.Passive
Some overlap · 5 shared positions
$DOV$STT$NEE$UNP$ETN
$1.9B
520 positions
#3Ascension Capital Advisors, Inc.Active
Some overlap · 6 shared positions
$DOV$MCD$GLDM$UNP$AMGN$ETN
$356M
97 positions
#4WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$GLDM
$1.5B
363 positions
#5Financial Network Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$GLDM
$99M
858 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$MCD$NEE$UNP$AMGN$ETN
$108M
52 positions
#7Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$NEE
$276M
193 positions
#8CFS Investment Advisory Services, LLCPassive
Slight overlap · 5 shared positions
$DOV$MCD$GLDM$NEE$AMGN
$1.5B
357 positions
#9Bangor Savings BankActive
Slight overlap · 5 shared positions
$DOV$MCD$GLDM$NEE$AMGN
$1.4B
543 positions
#10RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 6 shared positions
$STT$GLDM$MCD$ETN$AMGN$NEE
$581M
172 positions
#11VSM Wealth Advisory, LLCActive
Slight overlap · 4 shared positions
$DOV$STT$MCD$ETN
$376M
507 positions
#12Copia Wealth ManagementPassive
Slight overlap · 4 shared positions
$DOV$STT$GLDM$AMGN
$166M
570 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 4 shared positions
$DOV$STT$AMGN$ADI
$1.7B
240 positions
#14PROFFITT & GOODSON INCActive
Slight overlap · 4 shared positions
$DOV$STT$NEE$ETN
$728M
298 positions
#15Newman Dignan & Sheerar, Inc.Passive
Slight overlap · 5 shared positions
$STT$MCD$NEE$UNP$AMGN
$523M
197 positions
#16Powerhouse Assets LLCSmart money
Slight overlap · 3 shared positions
$DOV$STT$MCD
$123M
57 positions
#17Johnson & White Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$DOV$MCD$NEE$AMGN$ADI
$267M
117 positions
#183EDGE Asset Management, LPActive
Slight overlap · 3 shared positions
$DOV$STT$GLDM
$2.2B
94 positions
#19Banco de Sabadell, S.APassive
Slight overlap · 6 shared positions
$MCD$NEE$UNP$AMGN$ADI$ETN
$170M
61 positions
#20Clear Trail Advisors, LLCPassive
Slight overlap · 6 shared positions
$MCD$NEE$UNP$AMGN$ADI$ETN
$655M
161 positions
#21LightSquare Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$STT$NEE$UNP$ADI$ETN
$145M
104 positions
#22GLOBALT Investments LLC / GAActive
Slight overlap · 5 shared positions
$STT$UNP$AMGN$ADI$ETN
$3.0B
213 positions
#23Salomon & Ludwin, LLCPassive
Slight overlap · 3 shared positions
$DOV$STT$MCD
$1.2B
2,116 positions
#24Goldstone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$DOV$STT$MCD
$1.1B
243 positions
#25XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$DOV$STT$GLDM
$797M
340 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.