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Hedge Funds Similar to Veery ,

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

Veery Capital, LLC is an institutional investor managing $372M across 100 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 Veery , are Marotta Asset, Asset Group,, STEPHENS GROUP ASSET ,, with shared positions in $UNIT, $SNOW, $SNPS, $CTVA, $DDOG, $ADI. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$SNOW$SNPS
$543M
103 positions
#2Asset Management Group, Inc.Passive
Notable overlap · 5 shared positions
$UNIT$SNOW$CTVA$DDOG$ADI
$619M
138 positions
#3STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$SNOW$CTVA
$1.6B
26 positions
#4Shakespeare Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$DDOG
$422M
98 positions
#5Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$DDOG$GILD
$313M
119 positions
#6Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$UNIT$SNOW$DDOG$CTVA
$1.2B
67 positions
#7SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$UNIT$SNOW$BAC
$152M
119 positions
#8Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$DDOG
$442M
606 positions
#9Abacus Planning Group, Inc.Active
Notable overlap · 4 shared positions
$UNIT$SNOW$DKNG$BAC
$743M
264 positions
#10Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$DDOG$CTVA
$518M
140 positions
#11Seek First Inc.Active
Notable overlap · 4 shared positions
$UNIT$SNOW$ISRG$GILD
$142M
58 positions
#12RF&L WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$SNOW
$134M
52 positions
#13ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$DDOG
$3.5B
338 positions
#14Sentinel Dome Partners, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$DDOG
$105M
29 positions
#15Plum Street Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$DDOG
$289M
98 positions
#16TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UNIT$SNOW$INTU
$251M
66 positions
#17Rodgers & Associates, LTDActive
Notable overlap · 3 shared positions
$UNIT$SNOW$CTVA
$982M
101 positions
#18Weinberger Asset Management, IncActive
Notable overlap · 3 shared positions
$UNIT$CTVA$BAC
$267M
92 positions
#19WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$INTU
$453M
74 positions
#20TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$UNIT$DDOG$SNOW
$144M
65 positions
#21SWAN Capital LLCPassive
Some overlap · 4 shared positions
$UNIT$SNPS$AMD$MPC
$272M
554 positions
#22Mokosak Advisory Group, LLCSmart money
Some overlap · 3 shared positions
$UNIT$ISRG$DDOG
$399M
34 positions
#23Mason Investment Advisory Services, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$DDOG$INTU
$2.2B
79 positions
#24Jacobsen Capital ManagementActive
Some overlap · 4 shared positions
$UNIT$SNOW$AMD$APH
$296M
124 positions
#25Prosperity Planning, Inc.Active
Some overlap · 4 shared positions
$UNIT$CTVA$SNOW$DDOG
$395M
110 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.