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Hedge Funds Similar to Vannoy Advisory Group,

13F Portfolio OverlapQ1 2026Vannoy Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Vannoy Advisory Group, Inc. is an institutional investor managing $158M across 28 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 Vannoy Advisory Group, are GRAND WEALTH ,, Ackerman Advisors,, GPWM, with shared positions in $IAU, $DDOG, $UNIT, $KKR, $SCHW, $SE. The full ranking of 25 similar funds is below.

#1GRAND WEALTH MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$IAU$DDOG$UNIT
$212M
87 positions
#2Ackerman Capital Advisors, LLCActive
Substantial overlap · 4 shared positions
$DDOG$IAU$UNIT$KKR
$488M
115 positions
#3GPWM LLCSmart money
Substantial overlap · 3 shared positions
$DDOG$UNIT$SCHW
$191M
20 positions
#4CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$SE$UNIT
$293M
1,255 positions
#5Upper Left Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$SCHW$SE
$169M
68 positions
#6Sterling Financial Planning, Inc.Active
Notable overlap · 6 shared positions
$IAU$DDOG$KKR$SCHW$SE$UNIT
$337M
117 positions
#7Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$SE$UNIT
$607M
110 positions
#8RCS Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$DDOG$IAU$UNIT$SE
$193M
98 positions
#9WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$SCHW$SE$UNIT
$508M
107 positions
#10Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$KKR$SE
$341M
64 positions
#11West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$UNIT
$589M
193 positions
#12Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$SCHW$KKR$UNIT
$335M
104 positions
#13ASPIRIANT, LLCActive
Notable overlap · 4 shared positions
$DDOG$UNIT$SCHW$SE
$3.5B
338 positions
#14ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$IAU$DDOG$SE$UNIT
$156M
77 positions
#15Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$UNIT$DDOG
$289M
98 positions
#16Biltmore Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$KKR$SCHW
$716M
325 positions
#17Strathmore Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$DDOG$UNIT
$354M
138 positions
#18Ariston Services GroupActive
Notable overlap · 4 shared positions
$IAU$KKR$SCHW$DDOG
$167M
71 positions
#19PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$IAU$SCHW$SE
$185M
243 positions
#20Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$UNIT$SCHW
$1.5B
686 positions
#21Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$SCHW
$115M
52 positions
#22Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$IAU$UNIT$SCHW$SE
$931M
518 positions
#23MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$SCHW$KKR
$507M
67 positions
#24Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$UNIT$KKR
$287M
188 positions
#25TME FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$IAU$UNIT$KKR$SE$DDOG
$144M
65 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.