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Hedge Funds Similar to Values First Advisors,

13F Portfolio OverlapQ1 2026Values First Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Values First Advisors, Inc. is an institutional investor managing $192M across 179 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 Values First Advisors, are OneAscent Investment Solutions, Cravens & Advisors,, EVENTIDE ASSET ,, with shared positions in $UPST, $TT, $GEV, $ODFL, $LRCX, $EOG. The full ranking of 25 similar funds is below.

#1OneAscent Investment Solutions LLCPassive
Notable overlap · 5 shared positions
$UPST$TT$GEV$ODFL$LRCX
$100M
128 positions
#2Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$EOG$LOW
$154M
64 positions
#3EVENTIDE ASSET MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$GEV$TT$GH$LRCX$MPWR$XMTR
$6.0B
278 positions
#4JLB & ASSOCIATES INCPassive
Some overlap · 7 shared positions
$APH$ENSG$EXPD$GGG$TTC$ROL
$696M
70 positions
#5Wealth Dimensions Group, Ltd.Active
Some overlap · 4 shared positions
$UPST$IAU$GEV$CINF
$508M
170 positions
#6MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$LRCX$EOG
$226M
109 positions
#7GDS Wealth ManagementActive
Some overlap · 6 shared positions
$MPWR$APH$GEV$TT$LRCX$WELL
$1.7B
200 positions
#8Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$UPST$LRCX$GEV
$2.1B
152 positions
#9MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$UPST$IAU$TT
$136M
80 positions
#10Cypress Capital, LLCActive
Some overlap · 3 shared positions
$UPST$LRCX$LOW
$351M
95 positions
#11Impact Investors, IncPassive
Some overlap · 3 shared positions
$UPST$IAU$APH
$144M
106 positions
#12Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$UPST$IAU$GEV$LOW
$234M
72 positions
#13Union Heritage Capital, LLCPassive
Some overlap · 6 shared positions
$APH$EXPD$TTC$GGG$ROL$ORLY
$269M
62 positions
#14OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$UPST$APH$IAU$EOG
$355M
116 positions
#15HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$UPST$LOW$APH$GEV
$226M
425 positions
#16VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$UPST$GEV$LRCX
$469M
104 positions
#17BDFS Capital LLCActive
Some overlap · 3 shared positions
$UPST$MPWR$ORLY
$208M
137 positions
#18CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MPWR$APH$LRCX$ORLY
$405M
73 positions
#19Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UPST$IAU$MSTR
$950M
192 positions
#20Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$UPST$APH$ORLY
$196M
148 positions
#21ANDERSON HOAGLAND & COPassive
Some overlap · 3 shared positions
$UPST$IAU$GEV
$1.2B
136 positions
#22GENEVA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$LMAT$DCI$TECH$MPWR$ROL
$4.7B
120 positions
#23Grandeur Peak Global Advisors, LLCActive
Some overlap · 4 shared positions
$MPWR$LMAT$TECH$ENSG
$427M
86 positions
#24Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$LOW$NNN$EOG$CINF
$105M
62 positions
#25Peak Asset Management, LLCPassive
Some overlap · 3 shared positions
$UPST$APH$ORLY
$567M
148 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.