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Hedge Funds Similar to Foster Victor Wealth Advisors

13F Portfolio OverlapQ3 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 $2.0B across 266 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 Foster Victor Wealth Advisors are Catherine Avery Investment, Peloton Wealth Strategists, VAUGHAN & SECURITIES, with shared positions in $OKE, $AMGN, $C, $PFE, $FCX, $CRM. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$OKE$AMGN$C$PFE$FCX$CRM
$116M
172 positions
#2Peloton Wealth StrategistsPassive
Some overlap · 6 shared positions
$AMGN$EMR$GRMN$C$FCX$STE
$271M
91 positions
#3VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$VLO$OKE$PM$GSK$PFE
$213M
61 positions
#4Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$PM$GSK$PFE$QCOM$LMT$DELL
$259M
118 positions
#5Landmark Wealth Management, LLCActive
Some overlap · 6 shared positions
$EMR$C$FCX$CARR$LMT$PFE
$418M
151 positions
#6WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$C$PFE$QCOM$CARR$ENB$DELL
$245M
149 positions
#7Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$EMR$QCOM$ORLY$AMGN$LMT$GSK
$2.5B
666 positions
#8Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$AMGN$CP$QCOM$DELL
$399M
113 positions
#9Verity & Verity, LLCActive
Some overlap · 5 shared positions
$OKE$AMGN$PFE$DELL$ENB
$1.5B
139 positions
#10Lipe & DaltonPassive
Some overlap · 5 shared positions
$OKE$EMR$MAS$AMGN$LMT
$216M
94 positions
#11HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$PM$GSK$C$PFE$FCX
$488M
125 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$OKE$C$PFE$QCOM$DELL
$160M
124 positions
#13Canal Insurance COActive
Some overlap · 6 shared positions
$PFE$FCX$DELL$LMT$ENB$CP
$426M
73 positions
#14WP Advisors, LLCActive
Some overlap · 8 shared positions
$VLO$PFE$CRM$OKE$DELL$QCOM
$436M
110 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PM$OKE$C$FCX$ENB
$298M
133 positions
#16SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$PM$EMR$C$FCX$ENB
$145M
43 positions
#17BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PM$EMR$C$FCX$ENB
$171M
116 positions
#18Summit Financial Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$VLO$GRMN$LMT$OKE$PFE$PM
$807M
227 positions
#19Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$OKE$AMGN$QCOM$ENB$LMT
$1.0B
208 positions
#20Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$EMR$C$PFE$FCX$AMGN
$248M
96 positions
#21BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$PM$QCOM$LMT$EMR
$504M
136 positions
#22Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$EMR$DELL$PFE$ENB
$347M
138 positions
#23Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$GRMN$STE$ORLY$LMT
$234M
163 positions
#24BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$AMGN$VLO$C$LMT$OKE
$428M
470 positions
#25Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$EMR$PM$QCOM$CARR$LMT
$583M
131 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.