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Hedge Funds Similar to Values Added Financial

13F Portfolio OverlapQ2 2026Values Added Financial portfolio →
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Most similar hedge funds by 13F overlap

Values Added Financial LLC is an institutional investor managing $277M across 147 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 Values Added Financial are Lafayette Investments, Buttonwood Financial Advisors, ROFFMAN MILLER ASSOCIATES, with shared positions in $MKL, $ASML, $KLAC, $TXN, $GLW, $PEP. The full ranking of 25 similar funds is below.

#1Lafayette Investments, Inc.Active
Some overlap · 6 shared positions
$MKL$ASML$KLAC$TXN$GLW$PEP
$542M
162 positions
#2Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$ASML$PEP$BLK
$329M
110 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 7 shared positions
$ASML$SYK$ADP$TXN$TMO$PEP
$1.9B
88 positions
#4Security National BankPassive
Some overlap · 6 shared positions
$ASML$GLW$SYK$KLAC$TMO$BLK
$838M
392 positions
#5Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$MKL$GLW$TMO
$399M
113 positions
#6WASHINGTON TRUST CoPassive
Some overlap · 7 shared positions
$ASML$GLW$KLAC$TMO$SYK$PWR
$3.2B
296 positions
#7Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$ASML$MKL$KLAC$TXN$PWR
$452M
134 positions
#8PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$MKL$ADP$TXN$PEP
$421M
67 positions
#9Avanda Investment Management Pte. Ltd.Active
Some overlap · 5 shared positions
$ASML$GLW$KLAC$TXN$TMO
$299M
39 positions
#10Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$ASML$MSI$SYK$KLAC$TXN
$139M
57 positions
#11Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$ASML$KLAC$WELL$PWR$PEP$BLK
$1.6B
184 positions
#12Blue Edge Capital, LLCActive
Some overlap · 3 shared positions
$MKL$GLW$BLK
$833M
137 positions
#13Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$ASML$GLW$TMO$PEP$BLK
$971M
133 positions
#14Liberty Capital Management, Inc.Passive
Some overlap · 6 shared positions
$ASML$SYK$WELL$TMO$CHD$BLK
$582M
184 positions
#15FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$ASML$GLW$SYK$HASI
$118M
56 positions
#16BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ASML$GLW$MSI$TXN$WELL
$4.1B
151 positions
#17Fairtree Asset Management (Pty) LtdPassive
Some overlap · 7 shared positions
$EW$SYK$ADP$KLAC$WELL$TMO
$261M
96 positions
#18SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MKL$SYK$TMO
$3.0B
79 positions
#19Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ASML$SYK$TXN$TMO$BLK
$170M
61 positions
#20Walter Public Investments Inc.Passive
Some overlap · 5 shared positions
$ASML$KLAC$TXN$WELL$CHD
$416M
53 positions
#21Caitong International Asset Management Co., LtdPassive
Some overlap · 4 shared positions
$ASML$GLW$KLAC$TXN
$729M
2,999 positions
#22STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$ASML$GLW$KLAC$TXN
$146.1B
107 positions
#23Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$ASML$MKL$GLW
$110M
120 positions
#24GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$ASML$ADP$TMO$PEP$BLK
$372M
82 positions
#25Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$MSI$SYK$TXN
$1.9B
312 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.