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Hedge Funds Similar to Virtus Family Office

13F Portfolio OverlapQ1 2026Virtus Family Office portfolio →
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Most similar hedge funds by 13F overlap

Virtus Family Office LLC is an institutional investor managing $117M across 73 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 Virtus Family Office are WESCAP Group,, Hurlow Wealth Group,, Traub, with shared positions in $COP, $WT, $IAU, $OKTA, $SNPS, $PFE. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$COP$WT$IAU$OKTA
$508M
107 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$COP$SNPS$IAU
$420M
120 positions
#3Traub Capital Management LLCPassive
Notable overlap · 6 shared positions
$COP$SNPS$OKTA$PFE$CCZ$PYPL
$101M
130 positions
#4Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$COP$WT$OKTA
$284M
125 positions
#5Robinson Value Management, Ltd.Passive
Notable overlap · 4 shared positions
$COP$IAU$CCZ$CLX
$180M
73 positions
#6Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$COP$WT$SNPS
$451M
146 positions
#7JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$COP$WT$ADP
$102M
27 positions
#8FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$PFE$ABEV$CCZ$GILD
$889M
55 positions
#9Capital Investment Services of America, Inc.Active
Notable overlap · 4 shared positions
$COP$RMD$VEEV$SNPS
$958M
80 positions
#10ETF Store, Inc.Active
Notable overlap · 4 shared positions
$OKTA$COP$IAU$WT
$103M
100 positions
#11MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$OKTA$WT$SNPS$IAU
$147M
52 positions
#12Alpha Zero LLCActive
Notable overlap · 3 shared positions
$OKTA$WT$IAU
$198M
79 positions
#13Capstone Capital Management LtdActive
Notable overlap · 3 shared positions
$PDD$SNPS$PFE
$99M
51 positions
#14Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$COP$IAU$SNPS
$279M
141 positions
#15Occidental Asset Management, LLCPassive
Notable overlap · 5 shared positions
$OKTA$WT$CMI$NTAP$GILD
$844M
284 positions
#16Good Harbor Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$COP$PFE$CLX
$92M
82 positions
#17North Forty Two & Co.Passive
Notable overlap · 5 shared positions
$COP$WT$IAU$GILD$CMI
$108M
97 positions
#18MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$IAU$ADP
$295M
271 positions
#19Minot DeBlois Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$ADP$PFE
$110M
226 positions
#20Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$COP$IAU$WT
$167M
76 positions
#21Sharper & Granite LLCPassive
Notable overlap · 4 shared positions
$COP$WT$IAU$GILD
$293M
107 positions
#22Stone Summit Wealth LLCPassive
Notable overlap · 3 shared positions
$COP$CMI$GILD
$359M
142 positions
#23BARINGS LLCActive
Notable overlap · 3 shared positions
$COP$PDD$OKTA
$6.2B
179 positions
#24Punch Card Management L.P.Active
Notable overlap · 3 shared positions
$PDD$CROX$PYPL
$271M
5 positions
#25REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$SNPS$WT$IAU
$342M
70 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.