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Hedge Funds Similar to Vermillion & White Wealth Group,

13F Portfolio OverlapQ1 2026Vermillion & White Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Vermillion & White Wealth Management Group, LLC is an institutional investor managing $128M across 63 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 Vermillion & White Wealth Group, are AMERICAN FINANCIAL & TAX STRATEGIES, Elmwood Wealth ,, CFC Planning, with shared positions in $WT, $MO, $SE, $PM, $DDOG, $HUM. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 5 shared positions
$WT$MO$SE$PM$DDOG
$206M
97 positions
#2Elmwood Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$WT$HUM$SE$UNH$CRM$DDOG
$362M
178 positions
#3CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$UPS$MO$PM$UNH$CRM$TXN
$140M
72 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$WT$SE$PM$UNH$PFE$TXN
$477M
70 positions
#5HOLLENCREST SECURITIES LLCActive
Some overlap · 6 shared positions
$UPS$WT$PM$UNH$CRM$HUM
$2.7B
1,221 positions
#6Value Investment Professionals, LLCActive
Some overlap · 4 shared positions
$WT$MO$PM$DOV
$89M
81 positions
#7TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$UPS$MO$PM$UNH
$514M
167 positions
#8Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$WT$UPS$PFE$TXN
$215M
74 positions
#9Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$UPS$MO$PM$UNH
$9.8B
213 positions
#10Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$WT$MO$HUM
$114M
45 positions
#11Measured Risk Portfolios, Inc.Passive
Some overlap · 4 shared positions
$UPS$MO$PM$TXN
$91M
66 positions
#12CEERA INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$WT$MO$UNH$CRM
$228M
93 positions
#13Financial Security Advisor, Inc.Active
Some overlap · 3 shared positions
$WT$MO$PM
$544M
160 positions
#14HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WT$MO$PM$PFE
$293M
166 positions
#15Wealthcare Capital Partners, LLCActive
Some overlap · 5 shared positions
$WT$HUM$SE$CEG$UNH
$213M
153 positions
#16Clear Creek Financial Management, LLCPassive
Some overlap · 4 shared positions
$WT$SE$HUM$CRM
$1.3B
608 positions
#17Alchemi Wealth, LLCActive
Some overlap · 4 shared positions
$WT$HUM$PM$MO
$180M
155 positions
#18Catalyst Investment Management LLCActive
Some overlap · 4 shared positions
$WT$HUM$SE$DOV
$90M
65 positions
#19JT Stratford LLCPassive
Some overlap · 4 shared positions
$WT$HUM$SE$PFE
$786M
297 positions
#20Gateway Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$WT$SE$HUM$CRM$DOV
$2.6B
925 positions
#21BEACON FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$WT$HUM$SE$TXN
$1.0B
348 positions
#22Stelac Advisory Services LLCPassive
Some overlap · 4 shared positions
$UPS$WT$UNH$PFE
$494M
163 positions
#23Smith Partners Wealth Management, LLCActive
Some overlap · 8 shared positions
$HUM$SE$PM$MO$PFE$WT
$112M
76 positions
#24Barnes Wealth Management Group, IncPassive
Some overlap · 5 shared positions
$WT$SE$HUM$TXN$DDOG
$197M
184 positions
#25Oregon Pacific Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$PM$SE$CRM
$96M
105 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.