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Hedge Funds Similar to Virtus Family Office

13F Portfolio OverlapQ2 2026Virtus Family Office portfolio →
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Most similar hedge funds by 13F overlap

Virtus Family Office LLC is an institutional investor managing $126M across 62 U.S. equity positions as of Q2 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 RBA Wealth, Punch Card, SPRUCEGROVE INVESTMENT LTD, with shared positions in $CROX, $CMI, $QCOM, $SNPS, $INGR, $CRM. The full ranking of 25 similar funds is below.

#1RBA Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$CROX$CMI$QCOM$SNPS$INGR$CRM
$273M
80 positions
#2Punch Card Management L.P.Smart money
Notable overlap · 3 shared positions
$PDD$CROX$PYPL
$256M
5 positions
#3SPRUCEGROVE INVESTMENT MANAGEMENT LTDSmart money
Notable overlap · 4 shared positions
$CPA$RYAAY$QCOM$GILD
$639M
40 positions
#4Lifeworks Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$CMI$PFE$QCOM$NTAP$GILD
$955M
337 positions
#5Keeler Thomas Management LLCPassive
Notable overlap · 5 shared positions
$PYPL$PFE$QCOM$RMD$ADP
$282M
135 positions
#6Aspex Management (HK) LtdActive
Notable overlap · 3 shared positions
$SNPS$QCOM$QFIN
$8.9B
27 positions
#7Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$QCOM$VEEV$RMD$SNPS$ADP
$1.0B
83 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 5 shared positions
$CMI$ADP$QCOM$CCZ$GILD
$111M
62 positions
#9R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$QCOM$ADP$PYPL$PFE
$188M
39 positions
#10Columbus Macro, LLCPassive
Notable overlap · 4 shared positions
$SNPS$QCOM$CMI$ADP
$1.0B
207 positions
#11Cairn Investment Group, Inc.Active
Notable overlap · 5 shared positions
$QCOM$CCZ$CTSH$GILD$INGR
$227M
65 positions
#12ROWLANDMILLER & PARTNERS.ADVPassive
Notable overlap · 4 shared positions
$CMI$QCOM$ADP$GILD
$549M
195 positions
#13Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$QCOM$IAU$CCZ$CLX
$187M
75 positions
#14Financial Alternatives, IncActive
Some overlap · 3 shared positions
$SNPS$IAU$QCOM
$203M
84 positions
#15PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$SNPS$IAU$UTHR$CRM
$2.8B
186 positions
#16MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$QCOM$ABEV$PFE$GILD
$112M
100 positions
#17R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$QCOM$ADP$PFE$CCZ
$130M
40 positions
#18LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$PYPL$CCZ$GILD$CRM
$143M
89 positions
#19SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$QCOM$UTHR$PYPL$NTAP
$2.4B
181 positions
#20WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SNPS$UHS$GILD
$245M
80 positions
#21LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$SNPS$VEEV$ADP$CNI$QCOM$PAYC
$10.3B
565 positions
#22EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$CROX$PYPL$CCZ
$842M
118 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$QCOM$CCZ$ADP$PYPL
$1.2B
106 positions
#24FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$ABEV$PFE$CCZ$GILD
$860M
56 positions
#25OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$QCOM$PFE
$2.7B
54 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.