What hedge funds are most similar to Vanguard National Trust Co?

The funds with the most similar 13F portfolios to Vanguard National Trust Co are SVRN Asset ,, Prospera ,, St. Louis, based on overlapping conviction holdings in the latest SEC filings.

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 Vanguard National

13F Portfolio OverlapQ1 2026Vanguard National portfolio →

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Most similar hedge funds by 13F overlap

Vanguard National Trust Co is an institutional investor managing $1.6B across 751 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 Vanguard National are SVRN Asset ,, Prospera ,, St. Louis, with shared positions in $BRZE, $MKL, $HUM, $DDOG, $UNIT, $SNOW. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $HUM $DDOG $UNIT

$103M

37 positions

#2Prospera Capital Management, LLCSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $HUM $SNOW $UNIT

$199M

45 positions

#3St. Louis Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $EPAM $SNOW

$856M

145 positions

#4Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $SNOW $DOV $UNIT

$1.1B

121 positions

#5Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $DDOG $KKR $HUM

$382M

55 positions

#6FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $MKL $DOV $KKR $UNIT $MAR

$133M

121 positions

#7STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $HUM $SNOW

$140M

29 positions

#8Breakwater Investment ManagementPassive

Notable overlap · 9 shared positions

$BRZE $MKL $DOV $HUM $DDOG $KKR

$269M

506 positions

#9Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $HUM $DOV

$1.3B

208 positions

#10Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$68M

27 positions

#11Manuka Financial, LLCActive

Notable overlap · 7 shared positions

$BRZE $DOV $DDOG $SNOW $KKR $UNIT

$162M

56 positions

#12VANGUARD ADVISERS INCSmart money

Notable overlap · 9 shared positions

$BRZE $MKL $DDOG $SNOW $HUM $KKR

$25.5B

668 positions

#13Gleason Group, Inc.Active

Notable overlap · 5 shared positions

$BRZE $HUM $DDOG $KKR $MKL

$1.0B

229 positions

#14Sellwood Investment Partners LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $DDOG $SNOW

$254M

59 positions

#15Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $UNIT $SNOW

$143M

56 positions

#16Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $DDOG $KKR $SNOW

$341M

64 positions

#17Mallini Complete Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DDOG $KKR $HUM

$126M

61 positions

#18Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$BRZE $DDOG $SNOW $DOV $MKL

$478M

42 positions

#19Sageworth Trust CoActive

Notable overlap · 6 shared positions

$BRZE $DOV $MDY $UNIT $KKR $MAR

$2.3B

172 positions

#20Orcam Financial GroupSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $DDOG $MAR

$141M

62 positions

#21Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $KKR

$255M

70 positions

#22Tribridge Partners Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $EPAM

$242M

80 positions

#23Topsail Wealth Management, LLCActive

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $UNIT $MDY $MAR

$678M

294 positions

#2425 LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $UNIT

$324M

69 positions

#25Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $DOV $HUM

$151M

54 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.