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Hedge Funds Similar to Foster Victor Wealth Advisors,

13F Portfolio OverlapQ1 2026Foster Victor Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Foster Victor Wealth Advisors, LLC is an institutional investor managing $1.7B across 243 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 Foster Victor Wealth Advisors, are Catherine Avery Investment, Round Hill Asset, FARMERS, with shared positions in $OKE, $AMGN, $PFE, $FCX, $C, $VLO. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$OKE$AMGN$PFE$FCX$C$VLO
$223M
109 positions
#2Round Hill Asset ManagementPassive
Some overlap · 5 shared positions
$NDAQ$GRMN$AMGN$PFE$C
$153M
62 positions
#3FARMERS TRUST COPassive
Some overlap · 5 shared positions
$LRCX$FCX$PM$C$LMT
$637M
203 positions
#4HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$GSK$PFE$FCX$PM$C
$480M
130 positions
#5Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$LRCX$FCX$LMT$PFE$EMR
$258M
67 positions
#6Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$GSK$PFE$PM$C$LMT
$503M
87 positions
#7SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LRCX$EMR$FCX$C$CP
$229M
137 positions
#8Northwest Bancshares, Inc.Active
Some overlap · 4 shared positions
$LRCX$VLO$HAL$LMT
$502M
168 positions
#9Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$PFE$FCX$EMR$C$AMGN
$231M
98 positions
#10Pursuit Wealth Management LLC
Some overlap · 5 shared positions
$REGN$C$ORLY$LMT$LRCX
$116M
118 positions
#11Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GRMN$PM$ORLY$STE$LMT
$196M
148 positions
#12Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$LRCX$OKE$AMGN$LMT
$323M
122 positions
#13Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$LRCX$VLO$EMR$LMT
$101M
80 positions
#14EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 4 shared positions
$LRCX$AMGN$EMR$ORLY
$201M
140 positions
#15Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$LRCX$OKE$PFE$DHR
$221M
32 positions
#16BankPlus Trust DepartmentActive
Some overlap · 6 shared positions
$AMGN$LMT$LRCX$VLO$C$OKE
$374M
466 positions
#17Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$LRCX$PM$AMGN$LMT$VLO
$177M
989 positions
#18Fusion Capital, LLCActive
Some overlap · 4 shared positions
$LRCX$VLO$AMGN$C
$371M
104 positions
#19ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$VLO$OKE$HAL$FCX
$863M
54 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$LRCX$C$PM$LMT
$460M
115 positions
#21Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$VLO$OKE$PFE$CP
$263M
121 positions
#22Petros Family Wealth, LLCPassive
Some overlap · 4 shared positions
$REGN$OKE$AMGN$EMR
$140M
131 positions
#23Stiles Financial Services IncPassive
Some overlap · 4 shared positions
$LRCX$VLO$LMT$REGN
$327M
177 positions
#24DECISION INVESTMENTS, INCActive
Some overlap · 4 shared positions
$LRCX$VLO$AMGN$C
$88M
140 positions
#25one8zero8, LLCPassive
Some overlap · 5 shared positions
$VLO$LRCX$PM$HAL$DHR
$449M
260 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.