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Hedge Funds Similar to Valeo Financial Advisors,

13F Portfolio OverlapQ1 2026Valeo Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Valeo Financial Advisors, LLC is an institutional investor managing $4.7B across 838 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 Valeo Financial Advisors, are PRING TURNER GROUP, Socorro Asset, Hilton ,, with shared positions in $PLD, $COP, $BAC, $OKE, $LMT. The full ranking of 25 similar funds is below.

#1PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$PLD$COP$BAC
$166M
72 positions
#2Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$PLD$OKE$BAC
$221M
32 positions
#3Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$COP$PLD$BAC
$1.3B
129 positions
#4MILFORD FUNDS LTDActive
Some overlap · 3 shared positions
$COP$PLD$BAC
$4.8B
75 positions
#5BOURGEON CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$COP$PLD$BAC
$578M
108 positions
#6Brucke Financial, Inc.Passive
Slight overlap · 4 shared positions
$COP$PLD$BAC$LMT
$197M
166 positions
#7ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$COP$PLD$LMT
$197M
204 positions
#8Verity & Verity, LLCActive
Slight overlap · 3 shared positions
$PLD$OKE$LMT
$1.3B
138 positions
#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Slight overlap · 3 shared positions
$COP$OKE$PLD
$507M
306 positions
#10PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$COP$PLD$LMT
$3.0B
77 positions
#11CHRISTINE MESSMER PCActive
Slight overlap · 3 shared positions
$COP$OKE$LMT
$156M
80 positions
#12VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Slight overlap · 3 shared positions
$COP$PLD$BAC
$127M
91 positions
#13FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 3 shared positions
$COP$BAC$LMT
$5.0B
201 positions
#14Archer Investment CorpPassive
Slight overlap · 3 shared positions
$PLD$BAC$LMT
$469M
1,247 positions
#15HUDSON EDGE INVESTMENT PARTNERS INC.Active
Slight overlap · 3 shared positions
$COP$OKE$LMT
$684M
101 positions
#16ZACKS INVESTMENT MANAGEMENTPassive
Slight overlap · 3 shared positions
$COP$PLD$BAC
$12.5B
706 positions
#17TL Private WealthSmart money
Slight overlap · 3 shared positions
$COP$LMT$BAC
$253M
44 positions
#18EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$COP$BAC$LMT
$1.4B
56 positions
#19Clark Wealth PartnersActive
Slight overlap · 4 shared positions
$OKE$COP$BAC$LMT
$149M
604 positions
#20PRUDENTIAL FINANCIAL INCPassive
Slight overlap · 3 shared positions
$PLD$OKE$COP
$81.2B
2,401 positions
#21Stronghold Wealth Management L.L.C.Passive
Slight overlap · 3 shared positions
$PLD$COP$BAC
$66M
119 positions
#22Knights of Columbus Asset Advisors LLCPassive
Slight overlap · 3 shared positions
$PLD$COP$BAC
$1.8B
397 positions
#23New Age Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$COP$PLD$BAC
$2.1B
766 positions
#24McDonough Capital Management, IncActive
Slight overlap · 3 shared positions
$COP$LMT$PLD
$183M
50 positions
#25Commonwealth Retirement Investments LLCPassive
Slight overlap · 3 shared positions
$OKE$COP$LMT
$323M
122 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.