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Hedge Funds Similar to VICTORY FINANCIAL GROUP

13F Portfolio OverlapQ2 2026VICTORY FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

VICTORY FINANCIAL GROUP, LLC is an institutional investor managing $953M across 399 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 VICTORY FINANCIAL GROUP are Portland Global Advisors, Night Squared, Sepio, with shared positions in $MDY, $CRWD, $TXN, $PM, $PCAR, $KDP. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$CRWD$TXN
$1.1B
154 positions
#2Night Squared LPPassive
Some overlap · 4 shared positions
$TXN$PM$PCAR$KDP
$930M
69 positions
#3Sepio Capital, LPActive
Some overlap · 4 shared positions
$CRWD$TXN$PM$MDY
$2.0B
346 positions
#4BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$CRWD$TXN
$371M
394 positions
#5RPG Investment Advisory, LLCPassive
Slight overlap · 3 shared positions
$POWL$CRWD$PLTR
$973M
93 positions
#6Quantum Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$POWL$CRWD$PLTR
$390M
171 positions
#7WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$MDY$TXN$PM
$340M
145 positions
#8MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 3 shared positions
$MDY$CRWD$PLTR
$466M
250 positions
#9Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$PLTR
$776M
493 positions
#10Expressive Wealth LLCPassive
Slight overlap · 3 shared positions
$MDY$POWL$PLTR
$106M
133 positions
#11PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$PM
$2.8B
507 positions
#12Empire Life Investments Inc.Active
Slight overlap · 3 shared positions
$CRWD$TXN$PM
$1.8B
113 positions
#13Emprise BankActive
Slight overlap · 3 shared positions
$MDY$TXN$PM
$271M
109 positions
#14Oribel Capital Management, LPPassive
Slight overlap · 3 shared positions
$CRWD$TXN$PLTR
$3.3B
143 positions
#15Aventura Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$CRWD$TXN$PLTR
$326M
986 positions
#16KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$CRWD$TXN$PLTR
$351M
166 positions
#17Rockline Wealth Management, LLCActive
Slight overlap · 3 shared positions
$POWL$TXN$PLTR
$522M
107 positions
#18Private Wealth Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$PM
$1.0B
930 positions
#19Scientech Research LLCPassive
Slight overlap · 3 shared positions
$CRWD$TXN$TEM
$123M
224 positions
#20CMG Global Holdings, LLCPassive
Slight overlap · 3 shared positions
$MDY$TXN$PM
$236M
100 positions
#21Disciplined Equity Management, Inc.Smart money
Slight overlap · 3 shared positions
$CRWD$TXN$PLTR
$226M
45 positions
#22Bay Rivers GroupPassive
Slight overlap · 3 shared positions
$MDY$POWL$PLTR
$293M
126 positions
#23MEANS INVESTMENT CO., INC.Active
Slight overlap · 4 shared positions
$PM$MDY$PLTR$CRWD
$1.3B
209 positions
#24Brand Asset Management Group, Inc.Active
Slight overlap · 3 shared positions
$CRWD$MDY$PLTR
$452M
223 positions
#25Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDY$TXN$CRWD
$418M
232 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.