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Hedge Funds Similar to Valley Financial Group

13F Portfolio OverlapQ2 2026Valley Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Valley Financial Group, Inc. is an institutional investor managing $203M across 62 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 Valley Financial Group are CORRADO ADVISORS, Freestate Advisors, Disciplined Equity, with shared positions in $VZ, $T, $IRM, $FSCO, $BA, $FSK. The full ranking of 25 similar funds is below.

#1CORRADO ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$VZ$T$IRM
$217M
120 positions
#2Freestate Advisors LLCActive
Notable overlap · 3 shared positions
$VZ$T$FSCO
$130M
43 positions
#3Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$T$IRM
$227M
47 positions
#4TERRIL BROTHERS, INC.Active
Notable overlap · 3 shared positions
$VZ$BA$T
$388M
71 positions
#5Koenig Investment Advisory, LLCActive
Some overlap · 3 shared positions
$VZ$BA$T
$137M
38 positions
#6Unifi Asset Management LPActive
Some overlap · 3 shared positions
$VZ$BA$T
$251M
62 positions
#7Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$IRM$VZ$T
$316M
157 positions
#8Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$VZ$BA$IRM$T
$185M
341 positions
#9TECTONIC ADVISORS LLCPassive
Some overlap · 3 shared positions
$IRM$VZ$T
$2.2B
277 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$T$BA$VZ
$160M
124 positions
#11CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$IRM$VZ$T
$191M
102 positions
#12Coastwise Capital Group, LLCPassive
Some overlap · 3 shared positions
$VZ$BA$T
$172M
143 positions
#13Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$T$FSK$FSCO
$263M
148 positions
#14Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$VZ$T$FSCO
$573M
252 positions
#15Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$VZ$IRM$T
$186M
123 positions
#16Future Financial Wealth Managment LLCPassive
Some overlap · 4 shared positions
$VZ$IRM$T$PHK
$163M
128 positions
#17Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$VZ$T$FSCO
$124M
327 positions
#18LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$VZ$T
$339M
187 positions
#19Stamos Capital Partners, L.P.Passive
Some overlap · 3 shared positions
$T$BA$VZ
$653M
140 positions
#20Axis Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$VZ$IRM$T
$208M
183 positions
#21WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$IRM$VZ$BA
$448M
302 positions
#22GABLES CAPITAL MANAGEMENT INC.Passive
Slight overlap · 3 shared positions
$BA$IRM$VZ
$277M
508 positions
#23CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$VZ$FSK$FSCO
$184M
143 positions
#24DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$BA$T$VZ
$253M
38 positions
#25Wallace Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$VZ$BA$T
$106M
134 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.