13F Pro

Hedge Funds Similar to Verde

13F Portfolio OverlapQ1 2026Verde portfolio →
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Most similar hedge funds by 13F overlap

Verde Capital Management is an institutional investor managing $468M across 69 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 Verde are Graetz Wealth, Sagace Wealth, Carroll Investors,, with shared positions in $SNOW, $USB, $IBIT, $ETH, $SCHW, $PLTR. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCPassive
Notable overlap · 6 shared positions
$SNOW$USB$IBIT$ETH$SCHW$PLTR
$112M
80 positions
#2Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$USB$IBIT$SNPS
$149M
70 positions
#3Carroll Investors, IncActive
Notable overlap · 5 shared positions
$SNOW$PLTR$PGR$PANW$SPOT
$187M
31 positions
#4JIM SAULNIER & ASSOCIATES, LLCPassive
Notable overlap · 5 shared positions
$SNOW$SLV$SNPS$SCHW$HEI
$205M
139 positions
#5Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$SNOW$USB$IBIT$ABNB$SCHW
$228M
72 positions
#6Tandem Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$SLV$USB
$314M
98 positions
#7O'ROURKE & COMPANY, IncPassive
Notable overlap · 5 shared positions
$SNOW$USB$WELL$SLV$SCHW
$253M
171 positions
#8Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$SNOW$USB$SNPS$SCHW
$420M
120 positions
#9Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$PLTR$HOOD$IBIT
$210M
76 positions
#10North Forty Two & Co.Passive
Notable overlap · 5 shared positions
$SNOW$USB$ABNB$SLV$GILD
$108M
97 positions
#11Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$SNOW$USB$GILD$SCHW
$163M
67 positions
#12MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$USB$PANW
$508M
88 positions
#13Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SNOW$USB$SCHW$PLTR
$745M
219 positions
#14Alamea Verwaltungs GmbHActive
Notable overlap · 5 shared positions
$IBIT$SLV$GBTC$ORLY$AZO
$135M
82 positions
#15Foundation Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$SNOW$IBIT$PLTR$GBTC$AZO
$148M
44 positions
#16Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$SNOW$USB$SCHW$GILD
$313M
119 positions
#17Carl P. Sherr & Co., LLCPassive
Notable overlap · 3 shared positions
$SNOW$USB$SPOT
$213M
124 positions
#18NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$SNOW$IBIT$PLTR$GBTC
$247M
71 positions
#19MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$USB$SNPS
$10.0B
1,896 positions
#20Belvedere Trading LLCActive
Some overlap · 3 shared positions
$IBIT$SLV$PLTR
$84.4B
731 positions
#21AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$SLV$PLTR$ORLY$AZO$GILD
$200M
93 positions
#22Encompass More Asset ManagementPassive
Some overlap · 5 shared positions
$IBIT$SLV$ABNB$USB$PLTR
$597M
251 positions
#23Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$USB$PLD
$1.3B
129 positions
#24Benson Wealth Management INCPassive
Some overlap · 6 shared positions
$IBIT$SLV$GBTC$ETH$PLTR$HEI
$73M
354 positions
#25Sunstone Asset Management, L.P.Passive
Some overlap · 7 shared positions
$SNPS$SNOW$PANW$EQIX$ABNB$AMT
$85M
61 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.