How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Vericrest Private Wealth

13F Portfolio OverlapQ1 2026Vericrest Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vericrest Private Wealth is an institutional investor managing $111M across 39 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 Vericrest Private Wealth are Oxinas Partners Wealth, Glassman Wealth Services, WESCAP Group,, with shared positions in $WT, $OKTA, $KKR, $GMM, $UPS, $QXO. The full ranking of 25 similar funds is below.

#1Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $OKTA $KKR

$219M

145 positions

#2Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $KKR $GMM

$736M

187 positions

#3WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $OKTA $GMM

$508M

107 positions

#4Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $UPS $QXO

$277M

118 positions

#5ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $GMM $KKR

$84M

65 positions

#6Cascade Financial Partners, LLCActive

Some overlap · 3 shared positions

$WT $GMM $KKR

$970M

263 positions

#7ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $ED

$278M

103 positions

#8Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $GMM $UPS $KKR

$218M

162 positions

#9Financially in Tune, LLCActive

Some overlap · 3 shared positions

$WT $OKTA $KKR

$116M

77 positions

#10TCP Asset Management, LLCActive

Some overlap · 3 shared positions

$WT $GMM $OKTA

$778M

133 positions

#11GreatBanc Trust COActive

Some overlap · 3 shared positions

$WT $OKTA $KKR

$143M

67 positions

#12Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$WT $UPS $KKR

$146M

532 positions

#13Breachway Investments LLCActive

Some overlap · 3 shared positions

$WT $GMM $KKR

$104M

96 positions

#14FLAGSHIP HARBOR ADVISORS, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $KKR

$2.3B

732 positions

#15Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$WT $UPS $KKR

$484M

76 positions

#16Valmark Advisers, Inc.Active

Some overlap · 3 shared positions

$WT $GMM $KKR

$8.4B

677 positions

#17Allen Capital Group, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $KKR

$1.1B

284 positions

#18Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $GMM $KKR

$116M

80 positions

#19Opes Wealth Management LLCActive

Some overlap · 3 shared positions

$WT $GMM $KKR

$609M

146 positions

#20Gateway Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$WT $GMM $KKR

$2.6B

925 positions

#21Apeiron RIA LLCPassive

Slight overlap · 3 shared positions

$WT $GMM $KKR

$431M

204 positions

#22Waterfront Wealth Inc.Passive

Slight overlap · 3 shared positions

$WT $UPS $KKR

$545M

283 positions

#23TRB Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WT $GMM $OKTA $KKR

$704M

285 positions

#24Independent Advisor AlliancePassive

Slight overlap · 3 shared positions

$WT $GMM $KKR

$9.3B

1,595 positions

#25Ballast Rock Private Wealth LLCPassive

Slight overlap · 3 shared positions

$WT $OKTA $KKR

$181M

177 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.