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Hedge Funds Similar to V2 Financial group

13F Portfolio OverlapQ2 2026V2 Financial group portfolio →
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Most similar hedge funds by 13F overlap

V2 Financial group LLC is an institutional investor managing $268M across 123 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 V2 Financial group are ECLECTIC ASSOCIATES, Carson Advisory, CERTIOR FINANCIAL GROUP, with shared positions in $BAH, $BA, $DIS, $PLTR, $VZ, $T. The full ranking of 25 similar funds is below.

#1ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$BAH$BA$DIS$PLTR
$895M
162 positions
#2Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$BAH$BA$VZ$T
$218M
204 positions
#3CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$VZ
$184M
143 positions
#4D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$BA$MO
$864M
322 positions
#5Advocate Investing Services LLCPassive
Some overlap · 3 shared positions
$BAH$DIS$MO
$128M
449 positions
#6Planning Strategies Inc.Active
Some overlap · 3 shared positions
$BAH$DIS$VZ
$169M
1,159 positions
#7SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$T
$250M
65 positions
#8Sprinkle Financial Consultants LLCActive
Some overlap · 3 shared positions
$BAH$VZ$T
$256M
108 positions
#9Leo H. Evart, Inc.Active
Some overlap · 3 shared positions
$BAH$BA$T
$127M
295 positions
#10Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$DIS$PLTR
$553M
365 positions
#11ORBA Wealth Advisors, L.L.C.Active
Some overlap · 3 shared positions
$BAH$DIS$PFE
$117M
81 positions
#12Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$VZ$MO
$1.1B
404 positions
#13WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$PFE$MO
$340M
145 positions
#14QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$MO
$194M
152 positions
#15Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$DIS$T
$192M
55 positions
#16Financial Connections Group, Inc.
Some overlap · 5 shared positions
$BA$DIS$BAH$PFE$PLTR
$288M
251 positions
#17Rench Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$BA$BAH$AJG$VZ$ISRG
$372M
67 positions
#18LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$BA$DIS$PFE$VZ$T$MO
$339M
187 positions
#19Keystone Financial GroupPassive
Slight overlap · 5 shared positions
$BAH$BA$DIS$PLTR$T
$1.7B
567 positions
#20ARS Wealth Advisors Group, LLCActive
Slight overlap · 3 shared positions
$BAH$VZ$MO
$1.4B
218 positions
#21DCM Advisors, LLCActive
Slight overlap · 5 shared positions
$BA$DIS$PFE$VZ$T
$253M
38 positions
#22Stamos Capital Partners, L.P.Passive
Slight overlap · 5 shared positions
$BA$DIS$PFE$VZ$T
$653M
140 positions
#23Palouse Capital Management, Inc.Passive
Slight overlap · 5 shared positions
$BA$DIS$PFE$VZ$T
$160M
124 positions
#24LIBERTY WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$BAH$PLTR$ISRG
$800M
268 positions
#25Ally Financial Inc.Active
Slight overlap · 4 shared positions
$BA$DIS$PFE$VZ
$775M
131 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.