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Hedge Funds Similar to Verdence Advisors

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

Verdence Capital Advisors LLC is an institutional investor managing $1.7B across 649 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 Verdence Advisors are Ifrah Financial Services,, Cornerstone Investment Partners,, EAGLE ROCK INVESTMENT COMPANY,, with shared positions in $JHG, $OKTA, $KLAC, $MU, $SCHW, $AMAT. The full ranking of 25 similar funds is below.

#1Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$JHG$OKTA$KLAC$MU$SCHW
$378M
200 positions
#2Cornerstone Investment Partners, LLCActive
Some overlap · 10 shared positions
$MU$AMAT$KLAC$CB$MCK$CMI
$2.4B
291 positions
#3EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 8 shared positions
$MU$AMAT$KLAC$CB$CMI$FANG
$688M
158 positions
#4Kensington Asset Management, LLCSmart money
Some overlap · 3 shared positions
$JHG$OKTA$COP
$1.9B
41 positions
#5Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$OKTA$JHG$MU$SCHW
$146M
188 positions
#6Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JHG$KLAC$COP$MCK$CMI
$407M
601 positions
#7BNB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$KLAC$AMAT
$156M
90 positions
#8Advisory Resource GroupPassive
Some overlap · 5 shared positions
$JHG$AMAT$COP$CMI$SCHW
$581M
172 positions
#9Weaver Consulting GroupPassive
Some overlap · 3 shared positions
$JHG$OKTA$WPC
$420M
275 positions
#10TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$OKTA$MU$COP$MCK$COR
$366M
171 positions
#11Horizon Investment Services, LLCPassive
Some overlap · 6 shared positions
$MU$AMAT$KLAC$COP$CB$SCHW
$288M
137 positions
#12Leelyn Smith, LLCPassive
Some overlap · 4 shared positions
$JHG$AMAT$KLAC$SCHW
$713M
154 positions
#13Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$JHG$AMAT$OKTA$SCHW
$181M
177 positions
#14Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$OKTA$JHG$MU
$196M
150 positions
#15LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$JHG$KLAC$MU$MCK
$174M
65 positions
#16Collaborative Fund Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$OKTA$CMI
$162M
160 positions
#17Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$JHG$KLAC$MCK$COR
$896M
177 positions
#18Nilsine Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$KLAC$OKTA
$1.3B
416 positions
#19PFS Partners, LLCActive
Some overlap · 3 shared positions
$JHG$MU$CB
$218M
590 positions
#20Cape Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$JHG$AMAT$MU$SCHW
$301M
227 positions
#21Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$JHG$AMAT$KLAC
$187M
87 positions
#22LINCOLN CAPITAL CORPPassive
Some overlap · 5 shared positions
$JHG$COR$AMAT$SCHW$KLAC
$272M
99 positions
#23FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$JHG$AMAT$KLAC$CMI
$399M
173 positions
#24BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$JHG$MU$SCHW
$121M
68 positions
#25CHANNEL WEALTH LLCPassive
Some overlap · 3 shared positions
$JHG$OKTA$MCK
$413M
174 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.