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Hedge Funds Similar to VICUS

13F Portfolio OverlapQ1 2026VICUS portfolio →
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Most similar hedge funds by 13F overlap

VICUS CAPITAL is an institutional investor managing $1.4B across 250 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 VICUS are TRB Wealth ,, EHRLICH FINANCIAL GROUP, Atlas Private Wealth Advisors, with shared positions in $GMM, $MS, $WT, $DDOG, $COP, $KKR. The full ranking of 25 similar funds is below.

#1TRB Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GMM$MS$WT$DDOG$COP$KKR
$704M
285 positions
#2EHRLICH FINANCIAL GROUPPassive
Some overlap · 6 shared positions
$GMM$MS$MDLZ$KKR$IAU$JHG
$174M
112 positions
#3Atlas Private Wealth AdvisorsPassive
Some overlap · 5 shared positions
$GMM$MS$DHR$WT$JHG
$425M
132 positions
#4KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GMM$MS$WT$CRM
$743M
262 positions
#5FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 8 shared positions
$MS$MDLZ$SAN$DHR$COP$WT
$1.5B
341 positions
#6Archer Investment Management, LLCPassive
Some overlap · 10 shared positions
$GMM$WT$MS$DDOG$IAU$USB
$238M
108 positions
#7Cambridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$MS$GMM$DHR$COP$KKR$USB
$295M
168 positions
#8Strategic Financial Concepts, LLCPassive
Some overlap · 6 shared positions
$MS$BAH$GMM$WT$IAU$USB
$405M
298 positions
#9Beacon Financial Advisory LLCPassive
Some overlap · 7 shared positions
$MS$BAH$WT$MDLZ$KKR$JHG
$443M
402 positions
#10ADE, LLCActive
Some overlap · 5 shared positions
$GMM$BAH$DDOG$DHR$KKR
$209M
86 positions
#11Turning Point Benefit Group, Inc.Active
Some overlap · 4 shared positions
$GMM$BAH$IAUM$KKR
$157M
95 positions
#12Vigil Wealth Management, LLCActive
Some overlap · 6 shared positions
$MS$BAH$WT$CL$KKR$NU
$124M
75 positions
#13Vantage Financial Partners, LLC
Some overlap · 9 shared positions
$MS$BAH$DHR$COP$LEN$GMM
$493M
212 positions
#14Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$MS$GMM$COP$DDOG$KKR
$453M
103 positions
#15ONE Advisory Partners, LLCActive
Some overlap · 6 shared positions
$GMM$MDLZ$DDOG$MS$IAU$SAN
$324M
72 positions
#16BlueStem Wealth Partners, LLCActive
Some overlap · 5 shared positions
$GMM$BAH$LEN$WT$NOW
$900M
124 positions
#17ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$GMM$BAH$WT$KKR
$84M
65 positions
#18Sentinus, LLCPassive
Some overlap · 7 shared positions
$MS$MDLZ$WT$SAN$COP$USB
$1.1B
596 positions
#19Centerpoint Advisory GroupPassive
Some overlap · 4 shared positions
$MS$BAH$WT$SAN
$133M
108 positions
#20Detalus Advisors, LLCActive
Some overlap · 5 shared positions
$GMM$MDLZ$DDOG$USB$JHG
$438M
186 positions
#21OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$MS$BAH$WT$DDOG$LEN$KKR
$194M
125 positions
#22VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$MS$GMM$DHR$KKR
$814M
348 positions
#23Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$MS$GMM$DHR$KKR
$814M
348 positions
#24LifeGoal Investments, LLCPassive
Some overlap · 5 shared positions
$MS$BAH$DDOG$COP$USB
$175M
112 positions
#25ShoreHaven Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$MDLZ$MS$GMM$WT$DDOG$IAU
$278M
103 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.