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Hedge Funds Similar to Vermillion Wealth

13F Portfolio OverlapQ3 2026Vermillion Wealth portfolio →
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Most similar hedge funds by 13F overlap

Vermillion Wealth Management, Inc. is an institutional investor managing $87M across 624 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vermillion Wealth are Valtinson Bruner Financial Planning, Birchwood Financial Partners, Aristotle, with shared positions in $XEL, $WFC, $ECL, $GLDM, $MDT, $STX. The full ranking of 25 similar funds is below.

#1Valtinson Bruner Financial Planning LLCActive
Some overlap · 7 shared positions
$XEL$WFC$ECL$GLDM$MDT$STX
$399M
189 positions
#2Birchwood Financial Partners, Inc.Passive
Some overlap · 8 shared positions
$XEL$WFC$USB$FAST$DE$MDT
$122M
352 positions
#3Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$XEL$WFC$ECL$USB
$47.7B
212 positions
#4First PREMIER BankPassive
Some overlap · 4 shared positions
$XEL$ECL$USB$SO
$621M
388 positions
#5EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$XEL$HRL$ECL$MDT
$232M
99 positions
#6CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$DE$WFC$USB$TRV$MS
$861M
137 positions
#7Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$WFC$DE$USB$MDT
$1.1B
112 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$WFC$DE$USB$MDT
$530M
92 positions
#9Capital Management Associates, IncActive
Some overlap · 5 shared positions
$XEL$DE$ECL$GLDM$USB
$499M
160 positions
#10HighMark Wealth Management LLCActive
Some overlap · 5 shared positions
$WFC$XEL$USB$TRV$ECL
$299M
565 positions
#11Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$WFC$DE$USB$STX
$447M
77 positions
#12Kure Advisory, LLCActive
Some overlap · 4 shared positions
$WFC$XEL$USB$TRV
$216M
62 positions
#13Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$ECL$USB$TRV
$1.1B
204 positions
#14VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$DE$XEL$USB$SO
$5.0B
245 positions
#15Somerset Group LLCActive
Some overlap · 4 shared positions
$WFC$ECL$USB$TRV
$142M
58 positions
#16MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$DE$XEL$USB$SO
$491M
120 positions
#17Hoese & Co LLPActive
Some overlap · 6 shared positions
$USB$DE$XEL$WFC$ECL$MDT
$152M
173 positions
#18Aspen Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$XEL$DE$MS
$207M
89 positions
#19Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$WFC$DE$TRV
$280M
213 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$WFC$DE$TRV
$1.0B
765 positions
#21MAIRS & POWER INCActive
Some overlap · 5 shared positions
$ECL$NVT$FAST$HRL$WFC
$10.9B
254 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$WFC$USB$TRV$MDT
$5.2B
76 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$WFC$USB$TRV$MDT
$3.3B
229 positions
#24BAKER BOYER NATIONAL BANKSmart money
Some overlap · 4 shared positions
$DE$USB$XEL$SO
$364M
94 positions
#25BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DE$WFC$FAST$MS$STX
$1.6B
207 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.