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Hedge Funds Similar to Virtue ,

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

Virtue Capital Management, LLC is an institutional investor managing $657M across 322 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 Virtue , are Anson ,, MOULTON WEALTH ,, REDMONT WEALTH ADVISORS, with shared positions in $AGQ, $FSCO, $MKL, $SIVR, $USB, $COP. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive
Some overlap · 6 shared positions
$AGQ$FSCO$MKL$SIVR$USB$COP
$146M
90 positions
#2MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$AGQ$MKL$USB
$147M
52 positions
#3REDMONT WEALTH ADVISORS LLC
Some overlap · 4 shared positions
$AGQ$FSCO$COP$USB
$66M
307 positions
#4Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$AGQ$JHG$GE$GEV
$52M
66 positions
#5MLP3, LLCPassive
Some overlap · 4 shared positions
$AGQ$MKL$GE$GEV
$91M
86 positions
#6Connective Capital Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$COP$USB$AMAT
$121M
66 positions
#7TTP Investments, Inc.Active
Some overlap · 5 shared positions
$AGQ$AMAT$WDC$MU$SNDK
$240M
35 positions
#8REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$USB$GE$ET
$697M
218 positions
#9Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$MU
$137M
74 positions
#10Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$JHG$GEV
$371M
76 positions
#11Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$SIVR$USB
$202M
95 positions
#12IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AGQ$USB$SNDK$GEV
$446M
95 positions
#13Carroll Advisory Group, LLCActive
Some overlap · 3 shared positions
$AGQ$MKL$COP
$258M
68 positions
#14VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AGQ$JHG$COP$USB
$180M
159 positions
#15Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$AGQ$PL$JHG$GEV
$158M
103 positions
#16Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$GE
$230M
860 positions
#17Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$JHG$GE
$166M
57 positions
#18Three Seasons Wealth, LLCPassive
Some overlap · 4 shared positions
$AGQ$AMAT$WDC$MU
$262M
187 positions
#19Dedeker Financial LLCPassive
Some overlap · 4 shared positions
$AGQ$WDC$MU$COHR
$115M
50 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AGQ$COP$GE$GEV
$166M
72 positions
#21Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$AGQ$COP$JHG$USB
$209M
181 positions
#22Benchmark Financial, LLCActive
Some overlap · 3 shared positions
$AGQ$USB$COP
$111M
52 positions
#23Global View Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$USB$SIVR
$377M
140 positions
#24Carrera Capital AdvisorsActive
Some overlap · 3 shared positions
$AGQ$JHG$COP
$649M
188 positions
#25BWM Planning, LLCActive
Some overlap · 3 shared positions
$AGQ$MKL$COP
$379M
87 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.