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 Verus Financial Partners,

13F Portfolio OverlapQ1 2026Verus Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Verus Financial Partners, Inc. is an institutional investor managing $1.1B across 121 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 Verus Financial Partners, are Valpey Financial Services,, Efficient Advisors,, FIDUCIARY ADVISORS,, with shared positions in $BRZE, $SNOW, $MKL, $UNIT, $DHR, $UPST. The full ranking of 25 similar funds is below.

#1Valpey Financial Services, LLCPassive

Substantial overlap · 7 shared positions

$BRZE $SNOW $MKL $UNIT $DHR $UPST

$154M

75 positions

#2Efficient Advisors, LLCActive

Substantial overlap · 6 shared positions

$SNOW $MKL $UNIT $BRZE $UPST $DOV

$1.4B

58 positions

#3FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 6 shared positions

$BRZE $MKL $UNIT $DHR $DOV $IAU

$133M

121 positions

#4St. Louis Trust CoActive

Substantial overlap · 7 shared positions

$BRZE $MKL $DHR $SNOW $PM $DOV

$856M

145 positions

#5Luminvest Wealth Management LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $MKL $DDOG $DHR $NSC

$382M

55 positions

#6Standpoint Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$412M

8 positions

#7SVRN Asset Management, LLCActive

Substantial overlap · 4 shared positions

$BRZE $MKL $UNIT $DDOG

$103M

37 positions

#8STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $SNOW

$140M

29 positions

#9Altiora Financial Group, LLCActive

Notable overlap · 8 shared positions

$NKE $SNOW $BRZE $DDOG $IAU $UPST

$607M

110 positions

#10LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$MKL $SNOW $BRZE

$3.5B

19 positions

#11LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $NKE $UNIT $NSC $IBM

$182M

136 positions

#12Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $MKL $IAU $DOV $BRZE

$110M

64 positions

#1325 LLCActive

Notable overlap · 5 shared positions

$BRZE $UNIT $DDOG $NKE $LOW

$324M

69 positions

#14Manuka Financial, LLCActive

Notable overlap · 8 shared positions

$BRZE $DHR $SNOW $DDOG $UNIT $DOV

$162M

56 positions

#15Pillar Financial Advisors, LLCActive

Notable overlap · 8 shared positions

$NKE $SNOW $UNIT $MKL $IAU $BRZE

$171M

106 positions

#16Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $UNIT $NKE $MKL

$223M

41 positions

#17Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $UNIT $DDOG

$255M

49 positions

#18Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $DDOG $UNIT

$678M

294 positions

#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 8 shared positions

$NKE $UNIT $BRZE $SNOW $MKL $DOV

$111M

63 positions

#20Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$MKL $BRZE $DDOG $DHR $IAU $DOV

$578M

118 positions

#21Towneley Capital Management, Inc / DESmart money

Notable overlap · 8 shared positions

$BRZE $SNOW $DDOG $IAU $DOV $UPST

$478M

42 positions

#22WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$BRZE $SNOW $DHR $DDOG $MKL $IAU

$243M

977 positions

#23Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $IAU $DHR $DOV

$2.9B

367 positions

#24Charter Oak Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $DHR $DOV

$1.3B

208 positions

#25Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $UNIT $SNOW

$143M

56 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.