How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Vermillion Wealth ,

13F Portfolio OverlapQ1 2026Vermillion Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Vermillion Wealth Management, Inc. is an institutional investor managing $427M across 1,545 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 Vermillion Wealth , are SWAN, Wheelhouse Advisory Group, Compass Financial Group, /SD, with shared positions in $MAR, $HUM, $SCHW, $KKR, $USB, $DDOG. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Substantial overlap · 5 shared positions

$MAR $HUM $SCHW $KKR $USB

$272M

554 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$MAR $HUM $DDOG $KKR $USB

$302M

51 positions

#3Compass Financial Group, INC/SDActive

Notable overlap · 5 shared positions

$MAR $HUM $DDOG $KKR $USB

$715M

105 positions

#4Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $KKR

$191M

88 positions

#5AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$MAR $DDOG $SCHW $WFC $COP

$445M

77 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $MAR $KKR $DDOG $SCHW $USB

$745M

219 positions

#7Verisail Partners, LLCSmart money

Notable overlap · 3 shared positions

$MAR $DDOG $USB

$246M

25 positions

#8RCW Management, LLCPassive

Notable overlap · 6 shared positions

$MAR $KKR $HUM $GLDM $COP $SCHW

$98M

68 positions

#9Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$MAR $SCHW $WFC $DE

$543M

103 positions

#10Magnolia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MAR $SCHW $DE $COP

$172M

212 positions

#11Madden Advisory Services, Inc.Passive

Notable overlap · 6 shared positions

$MAR $HUM $BRZE $SCHW $COP $GLDM

$254M

108 positions

#12Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SCHW $COP

$1.8B

57 positions

#13John A. Wolfe & Associates, Inc.Active

Notable overlap · 4 shared positions

$MAR $KKR $USB $BRZE

$65M

42 positions

#14Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $USB

$358M

716 positions

#15Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $DDOG $KKR $BRZE $USB

$341M

64 positions

#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$HUM $DDOG $SCHW $COP $USB $BRZE

$350M

95 positions

#17CVA Family Office, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $USB $COP

$950M

1,838 positions

#18Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $DDOG $SCHW $COP $USB

$480M

160 positions

#19Ariston Services GroupActive

Notable overlap · 6 shared positions

$HUM $SCHW $KKR $DDOG $COP $DE

$167M

71 positions

#20Advantage Trust CoActive

Notable overlap · 5 shared positions

$MAR $HUM $SAN $DE $SCHW

$223M

123 positions

#21HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $SCHW $GLDM

$1.3B

1,233 positions

#22Tide Cove Capital Partners LLCSmart money

Notable overlap · 5 shared positions

$HUM $SCHW $KKR $COP $USB

$147M

13 positions

#23Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$HUM $KKR $SCHW $BRZE $DE $SAN

$255M

70 positions

#24PGIM Custom Harvest LLCActive

Notable overlap · 4 shared positions

$MAR $SCHW $HUM $GLDM

$6.4B

276 positions

#25White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$MAR $KKR $HUM $SCHW $BRZE $COP

$721M

145 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.