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 Verum Partners

13F Portfolio OverlapQ1 2026Verum Partners portfolio →

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Most similar hedge funds by 13F overlap

Verum Partners LLC is an institutional investor managing $527M across 176 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 Verum Partners are Fund Evaluation Group,, Juno Financial Group, SYM FINANCIAL, with shared positions in $SE, $EPAM, $DHR, $NKE, $HUM, $LOW. The full ranking of 25 similar funds is below.

#1Fund Evaluation Group, LLCSmart money

Notable overlap · 4 shared positions

$SE $EPAM $DHR $NKE

$3.3B

73 positions

#2Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$SE $HUM $DHR $LOW $GE

$255M

70 positions

#3SYM FINANCIAL CorpSmart money

Notable overlap · 3 shared positions

$SE $WT $GE

$1.0B

415 positions

#4Jordan Park Group LLCSmart money

Notable overlap · 5 shared positions

$SE $HUM $EPAM $BAC $DHR

$1.9B

69 positions

#5Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SE $WT $EPAM

$422M

98 positions

#6SOL Capital Management COActive

Notable overlap · 3 shared positions

$SE $DHR $KO

$206M

52 positions

#7Virginia Estate & Retirement Planning Advisors Inc.Active

Notable overlap · 3 shared positions

$SE $MDLZ $LOW

$57M

159 positions

#8DDFG, IncActive

Notable overlap · 3 shared positions

$SE $HUM $BAC

$464M

86 positions

#9Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$SE $HUM $DHR $MDLZ $KO

$120M

84 positions

#10Aspect Partners, LLCActive

Notable overlap · 4 shared positions

$SE $DHR $WT $KO

$245M

709 positions

#11BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$SE $WT $HUM

$129M

217 positions

#12Sound Stewardship, LLCActive

Notable overlap · 3 shared positions

$SE $WT $DHR

$218M

63 positions

#13Snider Financial GroupActive

Notable overlap · 5 shared positions

$SE $HUM $BAC $GE $DHR

$331M

102 positions

#14BlueStem Wealth Partners, LLCActive

Some overlap · 4 shared positions

$SE $WT $HUM $BAC

$900M

124 positions

#15TSA Wealth Managment LLCActive

Some overlap · 3 shared positions

$SE $KO $MDLZ

$309M

105 positions

#16TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 3 shared positions

$SE $HUM $WT

$4.8B

1,649 positions

#17Catalyst Investment Management LLCActive

Some overlap · 7 shared positions

$SE $HUM $WT $KO $DHR $LOW

$90M

65 positions

#18Fonville Wealth Management LLCActive

Some overlap · 4 shared positions

$SE $NKE $HUM $EPAM

$525M

138 positions

#19Frontier Asset Management, LLCActive

Some overlap · 3 shared positions

$SE $WT $GE

$477M

91 positions

#20Cornerstone National Bank & Trust CoActive

Some overlap · 4 shared positions

$SE $KO $LOW $NKE

$271M

209 positions

#21Interactive Financial AdvisorsActive

Some overlap · 3 shared positions

$SE $HUM $WT

$153M

78 positions

#22Arcadia Wealth Management, LLCActive

Some overlap · 3 shared positions

$SE $NKE $MDLZ

$276M

67 positions

#23Wealth Architects, LLCActive

Some overlap · 5 shared positions

$HUM $SE $NKE $WT $EPAM

$1.1B

244 positions

#24Bristlecone Value Partners, LLCActive

Some overlap · 5 shared positions

$HUM $BAC $WT $NKE $LOW

$114M

68 positions

#25MCF Advisors LLCPassive

Some overlap · 3 shared positions

$SE $DHR $HUM

$2.3B

1,338 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.