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Hedge Funds Similar to Verum Partners

13F Portfolio OverlapQ2 2026Verum Partners portfolio →
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Most similar hedge funds by 13F overlap

Verum Partners LLC is an institutional investor managing $669M across 202 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 Verum Partners are Investment Advisory Services, Sollinda, Sara-Bay Financial, with shared positions in $LOW, $DOV, $RY, $JBL. The full ranking of 3 similar funds is below.

#1Capital Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$LOW$DOV$RY
$1.6B
1,301 positions
#2Sollinda Capital Management LLCActive
Slight overlap · 3 shared positions
$RY$DOV$LOW
$468M
80 positions
#3Sara-Bay FinancialActive
Slight overlap · 3 shared positions
$JBL$RY$LOW
$375M
87 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.