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Hedge Funds Similar to VeraBank, N.A.

13F Portfolio OverlapQ1 2026VeraBank, N.A. portfolio →
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Most similar hedge funds by 13F overlap

VeraBank, N.A. is an institutional investor managing $546M across 173 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 VeraBank, N.A. are MOLLER WEALTH PARTNERS, Cornerstone National Bank &, Barry Investment Advisors,, with shared positions in $FLEX, $SCHW, $KKR, $MCD, $LOW, $KO. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$FLEX$SCHW$KKR$MCD
$507M
67 positions
#2Cornerstone National Bank & Trust CoPassive
Notable overlap · 4 shared positions
$FLEX$LOW$KO$NKE
$271M
209 positions
#3Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$FLEX$KKR$AMGN
$454M
99 positions
#4Trace Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$FLEX$NKE$DE$SCHW
$133M
66 positions
#5United BankPassive
Notable overlap · 6 shared positions
$FLEX$LOW$MCD$ABT$PANW$KO
$301M
124 positions
#6Colony Family Offices, LLCActive
Notable overlap · 4 shared positions
$FLEX$KKR$KO$SCHW
$406M
62 positions
#7CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 7 shared positions
$NKE$SCHW$KKR$ABT$DHR$FLEX
$532M
162 positions
#8Navalign, LLCPassive
Notable overlap · 4 shared positions
$FLEX$SCHW$AMGN$KO
$396M
127 positions
#9ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 5 shared positions
$NKE$SCHW$KKR$KO$NEE
$158M
125 positions
#10CONNABLE OFFICE INCActive
Notable overlap · 5 shared positions
$FLEX$LOW$NEE$KO$PANW
$1.0B
224 positions
#11Cedar Point Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$NKE$SCHW$DE$KO$NEE
$154M
71 positions
#12Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$NKE$SCHW$KKR$NEE
$117M
74 positions
#13Boltwood Capital ManagementPassive
Some overlap · 5 shared positions
$FLEX$LOW$ABT$KO$SCHW
$392M
184 positions
#14Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$NKE$SCHW$KKR$PANW
$525M
138 positions
#15HMV Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$NKE$SCHW$ABT$NEE$KKR$KO
$213M
81 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$NKE$SCHW$KKR$DE$ABT
$337M
117 positions
#17Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$NKE$LOW$ABT$AMGN$KO
$333M
88 positions
#18FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$NKE$SCHW$AMGN$NEE
$242M
73 positions
#19BAYSHORE ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$NKE$SCHW$PANW
$251M
40 positions
#20DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$SCHW$NEE
$249M
92 positions
#21Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$NKE$SCHW$NEE
$279M
141 positions
#22McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$KKR$MCD$KO
$755M
189 positions
#23Belleair Asset Management, LLCPassive
Some overlap · 4 shared positions
$NKE$LOW$DE$NEE
$110M
77 positions
#24Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$NKE$KKR$SCHW$NEE
$1.9B
321 positions
#25Tillman Hartley LLCActive
Some overlap · 3 shared positions
$NKE$SCHW$KO
$398M
88 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.