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Hedge Funds Similar to V2 Financial group

13F Portfolio OverlapQ1 2026V2 Financial group portfolio →
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Most similar hedge funds by 13F overlap

V2 Financial group LLC is an institutional investor managing $215M across 108 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 V2 Financial group are Lighthouse Financial, REGATTA GROUP,, D'Orazio & Associates,, with shared positions in $BAH, $COP, $DRI, $UNH, $DIS, $VZ. The full ranking of 25 similar funds is below.

#1Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$BAH$COP$DRI$UNH
$166M
76 positions
#2REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 5 shared positions
$BAH$DIS$VZ$T$AMN
$661M
215 positions
#3D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$UNH$BA
$772M
299 positions
#4Centennial Wealth Advisory LLCPassive
Some overlap · 5 shared positions
$BAH$PFE$VZ$T$AMN
$413M
160 positions
#5RE ADVISERS CORPActive
Some overlap · 4 shared positions
$COP$UNH$BA$DIS
$3.7B
111 positions
#6RPg Family Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$BAH$BABA$INTC$PLTR$SAN
$479M
140 positions
#7J. Derek Lewis & Associates Inc.Passive
Some overlap · 4 shared positions
$BAH$BA$PLTR$ISRG
$427M
206 positions
#8NWF Advisory Services Inc.Passive
Some overlap · 5 shared positions
$BABA$UNH$DIS$BAH$PLTR
$886M
411 positions
#9LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 8 shared positions
$BA$UNH$DIS$COP$KKR$PFE
$287M
175 positions
#10Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 4 shared positions
$COP$BABA$UNH$AJG
$1.0B
75 positions
#11Leonteq Securities AGPassive
Some overlap · 6 shared positions
$BABA$UNH$BA$INTC$KKR$PLTR
$2.7B
1,279 positions
#12Advocate Investing Services LLCPassive
Some overlap · 3 shared positions
$BAH$UNH$KKR
$118M
448 positions
#13NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$BAH$INTC$VZ$AMN
$279M
185 positions
#14CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$VZ$AMN
$157M
130 positions
#15Transcendent Capital Group LLCPassive
Some overlap · 4 shared positions
$COP$BAH$PLTR$AMN
$219M
112 positions
#16RM Financial Services, LLCActive
Some overlap · 4 shared positions
$COP$BAH$BA$KKR
$116M
75 positions
#17Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$BAH$UNH$KKR
$121M
79 positions
#18Bond & Devick Financial Network, Inc.Passive
Some overlap · 3 shared positions
$BAH$UNH$DRI
$358M
188 positions
#19RHL GROUP, LLCActive
Some overlap · 4 shared positions
$BAH$PLTR$AMN$BA
$117M
240 positions
#20Rench Wealth Management, Inc.Active
Some overlap · 6 shared positions
$BAH$UNH$BA$AJG$VZ$ISRG
$332M
62 positions
#21Redhawk Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$BAH$COP$KKR$SAN
$906M
387 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$COP$BA$DIS$KKR$T
$1.4B
211 positions
#23Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BABA$UNH$BA$DIS
$308M
68 positions
#24CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$COP$UNH$DIS$VZ
$140M
72 positions
#25Winch Advisory Services, LLCActive
Some overlap · 3 shared positions
$BAH$DIS$VZ
$438M
530 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.