13F Pro

Hedge Funds Similar to Venture Visionary Partners

13F Portfolio OverlapQ2 2026Venture Visionary Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Venture Visionary Partners LLC is an institutional investor managing $3.6B across 731 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Venture Visionary Partners are Royal Fund, TICINO WEALTH, Trifecta Advisors, with shared positions in $CRWD, $VRT, $HOOD, $AMGN, $QCOM, $PSX. The full ranking of 25 similar funds is below.

#1Royal Fund Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$VRT$HOOD$AMGN$QCOM$PSX
$1.2B
291 positions
#2TICINO WEALTHPassive
Some overlap · 6 shared positions
$CRWD$BLK$AMGN$QCOM$MCD$PSX
$317M
135 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$BLK$AMGN
$776M
493 positions
#4LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$CRWD$VRT$BLK$AMGN$MCD
$152M
84 positions
#5Galaxy Digital Capital Management GP LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$BLK$HOOD
$206M
67 positions
#6FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$VRT$RDDT$HOOD$QCOM$MCD
$153M
65 positions
#7SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$VRT$WELL$BLK$HOOD$CRWD
$5.6B
669 positions
#8SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$MS$BLK$QCOM$PSX
$680M
212 positions
#9Umpqua BankPassive
Some overlap · 5 shared positions
$CRWD$MS$BLK$MCD$PSX
$446M
165 positions
#10QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 5 shared positions
$CRWD$HOOD$VRT$MS$MCD
$196M
153 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$VRT$BLK$AMGN$RF$MCD
$1.3B
275 positions
#12Tripletail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$VRT$MS$QCOM$PSX$CRWD
$87M
278 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$RDDT$HOOD
$115M
89 positions
#14Quantum Private Wealth, LLCPassive
Some overlap · 4 shared positions
$POWL$CRWD$VRT$QCOM
$390M
171 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$MS$BLK$AMGN$QCOM$MCD
$1.7B
652 positions
#16JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$MS$BLK$AMGN$QCOM$MCD
$593M
122 positions
#17Somerset Trust CoPassive
Some overlap · 5 shared positions
$MS$BLK$AMGN$MCD$PSX
$354M
186 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$WELL$HOOD
$560M
122 positions
#19Sidoxia Capital Management, LLCPassive
Some overlap · 4 shared positions
$POWL$VRT$RDDT$AMGN
$136M
88 positions
#20WESTCO ADVISORY SERVICES INC /ADVActive
Some overlap · 5 shared positions
$MS$BLK$HOOD$AMGN$MCD
$166M
99 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BLK$AMGN$QCOM$MCD$PSX
$201M
57 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$MS$AMGN
$299M
83 positions
#23Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$VRT$BLK$AMGN
$599M
225 positions
#24HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$BLK$AMGN
$372M
201 positions
#25RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$CRWD$RDDT$BLK$HOOD
$136M
127 positions

Compare Venture Visionary Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Venture Visionary Partners’s holdings

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.