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Hedge Funds Similar to Silicon Valley Partners

13F Portfolio OverlapQ1 2026Silicon Valley Partners portfolio →
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Most similar hedge funds by 13F overlap

Silicon Valley Capital Partners is an institutional investor managing $1.0B across 454 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 Silicon Valley Partners are AMI INVESTMENT, Marotta Asset, Richmond Brothers,, with shared positions in $MAR, $BAC, $SCHW, $UNH, $SNOW, $IBM. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MAR$BAC$SCHW$UNH
$445M
77 positions
#2Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$IBM
$543M
103 positions
#3Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$MAR$SCHW$SNOW
$150M
36 positions
#4Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$MAR$SCHW$SNOW
$1.8B
57 positions
#5Financial Freedom, LLCPassive
Notable overlap · 5 shared positions
$MAR$NOW$USB$NTRB$SCHW
$201M
426 positions
#6Mokosak Advisory Group, LLCSmart money
Notable overlap · 3 shared positions
$MAR$NOW$ISRG
$399M
34 positions
#7SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$MAR$SCHW$USB$MU$AMD
$272M
554 positions
#8Leeward Financial Partners, LLCPassive
Notable overlap · 5 shared positions
$MAR$UNH$SNOW$ISRG$USB
$336M
97 positions
#9HARBOR INVESTMENT ADVISORY, LLCPassive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$BAC
$1.3B
1,233 positions
#10Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 5 shared positions
$MAR$SCHW$NOW$IBM$AXP
$589M
138 positions
#11Vermillion Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$MAR$SCHW$USB
$255M
1,563 positions
#12Wheelhouse Advisory Group LLCActive
Notable overlap · 4 shared positions
$MAR$SNOW$NTRB$USB
$302M
51 positions
#13Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MAR$SCHW$UNH
$172M
212 positions
#14ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$MAR$SNOW$USB
$138M
59 positions
#15Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$SCHW$SNOW
$254M
108 positions
#16Olistico Wealth, LLCPassive
Some overlap · 3 shared positions
$MAR$AXP$IBM
$203M
341 positions
#17PGIM Custom Harvest LLCActive
Some overlap · 4 shared positions
$MAR$SCHW$AXP$UNH
$6.4B
276 positions
#18FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MAR$UNH$IBM
$1.1B
175 positions
#19Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$MAR$UNH$USB$MU
$358M
716 positions
#20Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$AMD$MU
$169M
667 positions
#21Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$MAR$SCHW$NTRB$USB
$526M
77 positions
#22Torrey Growth & Income AdvisorsActive
Some overlap · 8 shared positions
$AMD$NOW$AXP$BAC$MAR$UNH
$239M
110 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 7 shared positions
$AMD$NOW$AXP$UNH$SNOW$MU
$566M
28 positions
#24Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$NTRB$IBM
$191M
88 positions
#25Compass Financial Group, INC/SDActive
Some overlap · 3 shared positions
$MAR$SNOW$USB
$715M
105 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.