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 Valley Financial Group,

13F Portfolio OverlapQ1 2026Valley Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Valley Financial Group, Inc. is an institutional investor managing $185M across 63 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 Valley Financial Group, are Seven Springs Wealth Group,, SVRN Asset ,, LifeGoal Investments,, with shared positions in $MS, $VZ, $MKL, $BRZE, $SCHW, $DDOG. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive

Substantial overlap · 3 shared positions

$MS $VZ $MKL

$432M

81 positions

#2SVRN Asset Management, LLCActive

Substantial overlap · 5 shared positions

$MS $MKL $BRZE $SCHW $DDOG

$103M

37 positions

#3LifeGoal Investments, LLCPassive

Substantial overlap · 4 shared positions

$MS $SNOW $COP $DDOG

$175M

112 positions

#4Madrid Wealth Management, LLCPassive

Substantial overlap · 6 shared positions

$MS $SNOW $UPST $COP $PLTR $FSCO

$133M

70 positions

#5truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $COP $UPST $PLTR

$97M

49 positions

#6Coign Capital Advisors LLCActive

Notable overlap · 5 shared positions

$MS $COP $GMM $SCHW $MCK

$190M

80 positions

#7Alliance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $VZ $DDOG $CRM

$228M

158 positions

#8Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$MS $UPST $COP $GMM $VZ $DDOG

$453M

103 positions

#9Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $SCHW $DDOG $BRZE

$313M

119 positions

#10Balanced Rock Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $SCHW $FSCO

$143M

96 positions

#11Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $PFE $MCK

$255M

57 positions

#12Capital Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $UPST $VZ $SCHW $T

$6.2B

693 positions

#13KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $BRZE

$147M

89 positions

#14SFAM, LLCActive

Notable overlap · 3 shared positions

$MS $COP $MCK

$108M

269 positions

#15PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $T $VZ

$218M

590 positions

#16RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 5 shared positions

$GRWG $MKL $UPST $BRZE $SCHW

$350M

53 positions

#17IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $PFE

$194M

217 positions

#18FC Advisory LLCActive

Notable overlap · 8 shared positions

$MS $MKL $SNOW $SCHW $DDOG $BRZE

$342M

115 positions

#19Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $COP $VZ $SNOW

$284M

125 positions

#20Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $COP $DDOG

$493M

58 positions

#21Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $VZ

$263M

121 positions

#22Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$MS $COP $T

$159M

55 positions

#23TRB Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $COP $SNOW $BRZE $GMM $DDOG

$704M

285 positions

#24Wright Wealth LLCActive

Notable overlap · 4 shared positions

$MS $UPST $T $VZ

$149M

51 positions

#25SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $SCHW

$340M

145 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.