13F Pro

Hedge Funds Similar to Verisail Partners,

13F Portfolio OverlapQ1 2026Verisail Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Verisail Partners, LLC is an institutional investor managing $270M across 26 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 Verisail Partners, are Compass Financial Group, /SD, Wheelhouse Advisory Group, Vermillion Wealth ,, with shared positions in $MAR, $DDOG, $USB, $IAU, $CINF, $NSC. The full ranking of 25 similar funds is below.

#1Compass Financial Group, INC/SDActive
Substantial overlap · 3 shared positions
$MAR$DDOG$USB
$715M
105 positions
#2Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$MAR$DDOG$USB
$302M
51 positions
#3Vermillion Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$MAR$DDOG$USB
$255M
1,563 positions
#4Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MAR$IAU$CINF
$172M
212 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$MAR$USB$IAU$DDOG
$721M
145 positions
#6FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$MAR$NSC$IAU
$242M
73 positions
#7Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$DDOG$USB$IAU$CINF$NSC
$420M
120 positions
#8Topsail Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$CINF$USB$MAR
$678M
294 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$MAR$USB$NSC
$153M
344 positions
#10Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$DDOG$IAU$USB$NSC
$341M
113 positions
#11Ridge Creek Global, IncActive
Notable overlap · 3 shared positions
$MAR$IAU$CINF
$118M
85 positions
#12Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MAR$USB$DDOG$IAU
$745M
219 positions
#13Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$NSC
$607M
110 positions
#14Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$NSC$USB$DUK
$184M
32 positions
#15CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$MAR$IAU$USB
$149M
96 positions
#16Timonier Family Office, LTD.
Some overlap · 5 shared positions
$DDOG$IAU$MAR$DUK$USB
$315M
56 positions
#17BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$DUK$USB
$353M
57 positions
#18Farrell Financial LLCPassive
Some overlap · 4 shared positions
$USB$IAU$DDOG$MAR
$167M
76 positions
#19Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$MAR$DDOG$USB
$336M
97 positions
#20DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$USB$IAU$MAR
$464M
679 positions
#21Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$NSC$IAU$DDOG
$337M
117 positions
#22Divergent Planning, LLC
Some overlap · 3 shared positions
$DDOG$USB$MAR
$392M
36 positions
#23Uniting Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$USB$DUK$IAU
$470M
205 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$DUK
$350M
95 positions
#25Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$USB$NSC
$320M
972 positions

Compare Verisail Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Verisail Partners,’s holdings

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.