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 Valmark Advisers,

13F Portfolio OverlapQ1 2026Valmark Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Valmark Advisers, Inc. is an institutional investor managing $8.4B across 677 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Valmark Advisers, are MOLLER WEALTH PARTNERS, Anson ,, Fermata Advisors,, with shared positions in $FLEX, $WT, $SCHW, $KKR, $DDOG, $MKL. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive

Some overlap · 5 shared positions

$FLEX $WT $SCHW $KKR $DDOG

$507M

67 positions

#2Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$FLEX $WT $MKL $KKR $HUM $COP

$146M

90 positions

#3Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $FLEX $MKL $MS

$444M

232 positions

#4Barry Investment Advisors, LLCActive

Some overlap · 4 shared positions

$FLEX $WT $KKR $DOV

$454M

99 positions

#5CONNABLE OFFICE INCActive

Some overlap · 3 shared positions

$FLEX $WT $COP

$1.0B

224 positions

#6RVW Wealth, LLCActive

Some overlap · 4 shared positions

$FLEX $WT $HUM $MS

$1.3B

176 positions

#7Valued Retirements, Inc.Passive

Some overlap · 4 shared positions

$FLEX $WT $MKL $HUM

$102M

90 positions

#8Unison Advisors LLCActive

Some overlap · 6 shared positions

$WT $UPST $VLTO $KKR $COP $DDOG

$1.3B

175 positions

#9Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $VLTO $BAH $KKR $HUM

$930M

373 positions

#10Discipline Wealth Solutions, LLCActive

Some overlap · 9 shared positions

$WT $UPST $MKL $FLEX $HUM $COP

$950M

192 positions

#11Colony Family Offices, LLCActive

Some overlap · 6 shared positions

$FLEX $UPST $KKR $HUM $DDOG $SCHW

$406M

62 positions

#12Marion Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $VLTO $UPST $COP

$451M

146 positions

#13IAG Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $FLEX $HUM $GMM $API

$896M

509 positions

#14Causey Wealth LLCPassive

Some overlap · 6 shared positions

$WT $UPST $KKR $COP $HUM $SCHW

$236M

81 positions

#15Financial Gravity Asset Management, Inc.Passive

Some overlap · 4 shared positions

$WT $UPST $VLTO $GMM

$562M

973 positions

#16Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$WT $UPST $MKL $HUM $SNOW

$227M

74 positions

#17Catalyst Investment Management LLCPassive

Some overlap · 8 shared positions

$WT $MKL $KKR $HUM $SCHW $MS

$90M

65 positions

#18MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $UPST $MKL $KKR $SNOW

$260M

146 positions

#19Pinnacle Financial Group, LLC / ILPassive

Some overlap · 7 shared positions

$WT $MKL $KKR $HUM $SCHW $MS

$365M

111 positions

#20Retirement Planning Group, LLCActive

Some overlap · 7 shared positions

$WT $UPST $HUM $BAH $SCHW $MS

$3.2B

481 positions

#21Transcendent Capital Group LLCPassive

Some overlap · 5 shared positions

$WT $UPST $BAH $COP $SCHW

$219M

112 positions

#22Etesian Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$WT $FLEX $KKR $SCHW $SNOW $DOV

$313M

138 positions

#23Oakmont Advisory Group, LLCPassive

Some overlap · 9 shared positions

$VLTO $FLEX $UPST $KKR $HUM $COP

$98M

119 positions

#24GOULD ASSET MANAGEMENT LLC /CA/Active

Some overlap · 7 shared positions

$WT $UPST $VLTO $COP $KKR $SCHW

$576M

171 positions

#25Smallwood Wealth Investment Management, LLCActive

Some overlap · 3 shared positions

$WT $FLEX $MKL

$190M

527 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.