13F Pro

Hedge Funds Similar to Vickerman Investment Advisors,

13F Portfolio OverlapQ1 2026Vickerman Investment Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Vickerman Investment Advisors, Inc. is an institutional investor managing $476M across 94 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 Vickerman Investment Advisors, are Good Steward Wealth Advisors,, Bulwark, IRONWOOD WEALTH ,, with shared positions in $OKE, $UNP, $GE, $KKR, $MAR, $SNOW. The full ranking of 25 similar funds is below.

#1Good Steward Wealth Advisors,LLCPassive
Notable overlap · 3 shared positions
$OKE$UNP$GE
$156M
68 positions
#2Bulwark Capital CorpActive
Notable overlap · 5 shared positions
$OKE$KKR$MAR$SNOW$GE
$162M
100 positions
#3IRONWOOD WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$OKE$KKR$SNOW
$223M
31 positions
#4Main Street Group, LTDActive
Notable overlap · 3 shared positions
$OKE$SNOW$MAR
$340M
865 positions
#5MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 6 shared positions
$OKE$KKR$FDX$SNOW$TMUS$ADBE
$436M
387 positions
#6Live Oak Investment PartnersPassive
Notable overlap · 3 shared positions
$OKE$TMUS$DIS
$169M
93 positions
#7Clearwave Capital, LLCPassive
Notable overlap · 3 shared positions
$OKE$GE$AMGN
$146M
146 positions
#8Innovative Wealth Building LLCActive
Some overlap · 4 shared positions
$OKE$SNOW$KKR$MAR
$142M
70 positions
#9Perennial Advisors, LLCPassive
Some overlap · 8 shared positions
$FDX$UNP$HON$AMGN$KKR$SBUX
$587M
122 positions
#10Beaumont Asset Management, L.L.C.Active
Some overlap · 5 shared positions
$OKE$UNIT$NOW$CRM$AMGN
$222M
76 positions
#11Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$AMGN$FDX$HON$CRM$TMUS$TMO
$177M
351 positions
#12MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$OKE$CRM$ADBE$TMO
$543M
235 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$OKE$FDX$GE
$267M
33 positions
#14TORRAY LLCPassive
Some overlap · 4 shared positions
$OKE$AMGN$KKR$NOW
$682M
88 positions
#15IFS Group,LLCPassive
Some overlap · 3 shared positions
$OKE$LNG$GE
$112M
144 positions
#16Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$UNP$KKR
$449M
56 positions
#17COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 4 shared positions
$OKE$UNIT$KKR$NKE
$489M
161 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 8 shared positions
$AMGN$FDX$KKR$PYPL$STZ$NKE
$1.1B
105 positions
#19Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$GE$SBUX
$154M
64 positions
#20Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$OKE$FDX$UNP
$263M
121 positions
#21CHELSEA COUNSEL COPassive
Some overlap · 6 shared positions
$AMGN$HON$GE$KKR$PYPL$TMO
$233M
238 positions
#22WPG Advisers, LLCPassive
Some overlap · 3 shared positions
$OKE$SNOW$GE
$136M
1,476 positions
#23Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$FDX$UNP$HON$AMGN
$431M
129 positions
#24Navis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$FDX$SNOW$NKE
$196M
175 positions
#25JMAC ENTERPRISES LLCPassive
Some overlap · 7 shared positions
$UNIT$AMGN$KKR$UNP$MAR$HON
$522M
117 positions

Compare Vickerman Investment Advisors,’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 Vickerman Investment Advisors,’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.