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Hedge Funds Similar to Values Added Financial

13F Portfolio OverlapQ1 2026Values Added Financial portfolio →
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Most similar hedge funds by 13F overlap

Values Added Financial LLC is an institutional investor managing $238M across 134 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 Added Financial are Global Strategic Investment Solutions,, Archer Investment ,, Xena Financial Planning,, with shared positions in $GMM, $DDOG, $KKR, $AFRM, $SYK, $TMO. The full ranking of 25 similar funds is below.

#1Global Strategic Investment Solutions, LLCActive
Notable overlap · 6 shared positions
$GMM$DDOG$KKR$AFRM$SYK$TMO
$1.0B
145 positions
#2Archer Investment Management, LLCPassive
Notable overlap · 5 shared positions
$GMM$MKL$DDOG$NOW$HUM
$238M
108 positions
#3Xena Financial Planning, LLCActive
Notable overlap · 4 shared positions
$GMM$DDOG$NOW$AFRM
$89M
33 positions
#4OLIO Financial PlanningSmart money
Notable overlap · 4 shared positions
$MKL$DDOG$GMM$NOW
$361M
72 positions
#5Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$MKL$GMM$DDOG$HUM
$255M
49 positions
#6Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$MKL$DDOG$KKR$HUM
$382M
55 positions
#7McNamara Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$GMM$DDOG$KKR$HUM
$528M
99 positions
#8VSM Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$MKL$DDOG$KKR$IBM$HUM
$335M
505 positions
#9MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$MKL$DDOG$IBM
$240M
234 positions
#10Topsail Wealth Management, LLCActive
Some overlap · 3 shared positions
$MKL$DDOG$HUM
$678M
294 positions
#11Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$DDOG$HUM
$480M
160 positions
#12Newton One Investments LLCActive
Some overlap · 5 shared positions
$MKL$DDOG$HUM$KKR$IBM
$368M
121 positions
#13Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$MKL$DDOG$GMM
$394M
37 positions
#14LPWM LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$MKL
$396M
94 positions
#15Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$DDOG$KKR$HUM
$473M
582 positions
#16ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$HUM
$324M
72 positions
#17Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$GMM$KKR$HUM
$126M
76 positions
#18CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MKL$KKR$DDOG$HUM$IBM
$648M
134 positions
#19Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$DDOG$MSI
$225M
196 positions
#20Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$HUM$SYK
$137M
58 positions
#21Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$KKR$HUM
$284M
41 positions
#22Brio Consultants, LLCActive
Some overlap · 6 shared positions
$GMM$NOW$HUM$KKR$DDOG$ASML
$818M
152 positions
#23Ervin Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$GMM$ASML$AFRM
$171M
47 positions
#24TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$NOW
$307M
76 positions
#25Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$MKL$DDOG$HUM
$578M
118 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.