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 VERITY Wealth Advisors

13F Portfolio OverlapQ1 2026VERITY Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

VERITY Wealth Advisors is an institutional investor managing $166M across 81 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 VERITY Wealth Advisors are Five Pine Wealth, FC Advisory, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $MKL, $SCHW, $UPST, $COP, $BRZE, $DHR. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive

Notable overlap · 5 shared positions

$MKL $SCHW $UPST $COP $BRZE

$161M

47 positions

#2FC Advisory LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $DHR $BRZE $COP $LEN

$342M

115 positions

#3Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $BRZE $COP $DHR $SCHW

$578M

118 positions

#4Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $BRZE $WT

$255M

49 positions

#5BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$259M

33 positions

#6Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $COP $DHR $SCHW

$382M

55 positions

#7Archvest Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $BRZE $NKE $GE

$155M

74 positions

#8OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $DHR $COP $TMO $WT

$1.9B

197 positions

#9DEFINE FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $MAR $CTAS

$184M

41 positions

#10Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $UPST $COP

$127M

57 positions

#11Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $COP

$1.0B

209 positions

#12Dunhill Financial, LLCPassive

Notable overlap · 5 shared positions

$MKL $NOW $SCHW $EPAM $MAR

$424M

1,857 positions

#13STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $COP

$140M

29 positions

#14Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $DHR

$412M

8 positions

#15CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MKL $ICFI $BRZE $MAR $COP

$648M

134 positions

#16Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $EPAM $NKE

$5.3B

399 positions

#17Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $BRZE $UPST $COP $WT

$1.4B

58 positions

#18Flower City CapitalSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $GE

$199M

46 positions

#19LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$MKL $SCHW $MAR $NKE

$182M

136 positions

#20Capco Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $MAR

$367M

27 positions

#21SAGE FINANCIAL GROUP INCSmart money

Notable overlap · 6 shared positions

$MKL $SCHW $LEN $DHR $NOW $BRZE

$1.5B

107 positions

#22Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $COP $UPST

$325M

57 positions

#23Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $WT $MAR $SCHW

$736M

187 positions

#24Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $EPAM

$421M

47 positions

#25BARR E S & COActive

Notable overlap · 3 shared positions

$MKL $SCHW $NKE

$1.7B

108 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.