13F Pro

Hedge Funds Similar to Verity Asset ,

13F Portfolio OverlapQ1 2026Verity Asset , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Verity Asset Management, Inc. is an institutional investor managing $238M across 213 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 Verity Asset , are Forza Wealth ,, CMC Financial Group, Faithward Advisors,, with shared positions in $UNIT, $IBM, $AMGN, $IAU, $KKR, $USB. The full ranking of 25 similar funds is below.

#1Forza Wealth Management, LLCPassive
Some overlap · 7 shared positions
$UNIT$IBM$AMGN$IAU$KKR$USB
$287M
188 positions
#2CMC Financial GroupActive
Some overlap · 5 shared positions
$IBM$EPD$AGQ$USB$MP
$51M
38 positions
#3Faithward Advisors, LLCPassive
Some overlap · 6 shared positions
$IBM$AMGN$HALO$IAU$USB$BMY
$701M
261 positions
#4Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$AMGN$AMD$USB$BMY
$532M
164 positions
#5IAM Advisory, LLCActive
Some overlap · 6 shared positions
$AGQ$AMD$AMGN$USB$BMY$LMT
$446M
95 positions
#6OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$UNIT$AMGN$IBM$TBRG$LMT$PM
$311M
318 positions
#7RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$IBM$AGQ$UNIT$USB
$134M
60 positions
#8Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$IBM$EPD$PM$USB
$99M
118 positions
#9Koenig Investment Advisory, LLCActive
Some overlap · 4 shared positions
$IBM$UNIT$EPD$KKR
$118M
36 positions
#10Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$IBM$IAU$KKR$LMT$AMD
$135M
89 positions
#11O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$AGQ$UNIT$IBM$KKR$USB
$253M
171 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$EPD$IBM$AMGN$PM$LMT
$354M
164 positions
#13Castleview Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$AMGN$KKR$BMY$PM
$195M
200 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$OXY$AMGN$BMY
$891M
88 positions
#15Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AGQ$IBM$AMGN$BMY$LMT
$351M
95 positions
#16CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$IBM$PM$AMD$AMGN$AGQ$HEI
$140M
72 positions
#17JMAC ENTERPRISES LLCPassive
Some overlap · 6 shared positions
$UNIT$AMGN$IAU$KKR$LMT$IBM
$522M
117 positions
#18C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IBM$EPD$PM$AMGN
$118M
92 positions
#19American Trust Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$CTRA$LMT$MP
$181M
76 positions
#20American Investment Services, Inc.Active
Some overlap · 5 shared positions
$UNIT$AMGN$IAU$USB$IBM
$448M
132 positions
#21GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EPD$AMGN$USB$AGQ$UNIT
$126M
999 positions
#22Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$AGQ$IAU$AMGN$BMY$LMT
$143M
104 positions
#23Bay Rivers GroupPassive
Some overlap · 4 shared positions
$UNIT$AMD$AMGN$USB
$240M
109 positions
#24Sherman Wealth Management LLCPassive
Some overlap · 6 shared positions
$AGQ$UNIT$KKR$AMD$ROKU$RGLD
$116M
80 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$IBM$PM$BMY$LMT
$240M
278 positions

Compare Verity Asset ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Verity Asset ,’s holdings

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.