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Hedge Funds Similar to Valence8 US

13F Portfolio OverlapQ1 2026Valence8 US portfolio →
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Most similar hedge funds by 13F overlap

Valence8 US LP is an institutional investor managing $286M across 14 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 Valence8 US are Financial Freedom,, MFA WEALTH ADVISORS,, IAM Advisory,, with shared positions in $SHW, $USB, $GSAT. The full ranking of 19 similar funds is below.

#1Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$SHW$USB$GSAT
$201M
426 positions
#2MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$USB$GSAT
$508M
88 positions
#3IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$USB$GSAT
$446M
95 positions
#4Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$USB$GSAT
$619M
255 positions
#5PCG Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$USB$GSAT
$395M
164 positions
#6WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SHW$GSAT$USB
$336M
138 positions
#7Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$USB$GSAT$SHW
$559M
127 positions
#8MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$USB$SHW$GSAT
$147M
52 positions
#9ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$USB
$276M
106 positions
#10Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$USB$GSAT$SHW
$272M
171 positions
#11Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$USB$GSAT$SHW
$3.7B
545 positions
#12Grantvest Financial Group LLCActive
Some overlap · 3 shared positions
$SHW$USB$GSAT
$154M
167 positions
#13Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$USB$GSAT$SHW
$165M
86 positions
#14Taylor Securities Services, Inc.Smart money
Slight overlap · 3 shared positions
$GSAT$USB$SHW
$214M
55 positions
#15HBW Advisory Services LLCPassive
Slight overlap · 3 shared positions
$SHW$GSAT$USB
$949M
444 positions
#16FLAGSTAR ADVISORS INC.Passive
Slight overlap · 3 shared positions
$SHW$GSAT$USB
$276M
174 positions
#17FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$SHW$USB$GSAT
$1.5B
341 positions
#18Summit Financial, LLCPassive
Slight overlap · 3 shared positions
$USB$SHW$GSAT
$7.8B
1,397 positions
#19SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 3 shared positions
$USB$GSAT$SHW
$1.5B
107 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.