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Hedge Funds Similar to Concord Asset , /VA

13F Portfolio OverlapQ1 2026Concord Asset , /VA portfolio →
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Most similar hedge funds by 13F overlap

Concord Asset Management, LLC/VA is an institutional investor managing $592M across 117 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 Concord Asset , /VA are Concord Wealth Partners, Wright Wealth, Cypress ,, with shared positions in $UPST, $AL, $MS, $WT, $AMN, $LMT. The full ranking of 25 similar funds is below.

#1Concord Wealth PartnersPassive
Substantial overlap · 18 shared positions
$UPST$AL$MS$WT$AMN$LMT
$770M
207 positions
#2Wright Wealth LLCActive
Notable overlap · 4 shared positions
$UPST$AMN$MS$WT
$149M
51 positions
#3Cypress Capital, LLCActive
Notable overlap · 8 shared positions
$UPST$WT$LMT$AGQ$LRCX$COP
$351M
95 positions
#4Oak Harvest Investment ServicesPassive
Notable overlap · 6 shared positions
$UPST$MS$COP$UNP$ETN$AMGN
$958M
176 positions
#5McLean Asset Management CorpActive
Notable overlap · 6 shared positions
$UPST$AMN$MS$WT$LRCX$SO
$572M
165 positions
#6MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 7 shared positions
$UPST$NEE$UNP$LRCX$AMN$COP
$295M
82 positions
#7VOISARD ASSET MANAGEMENT GROUP, INC.Active
Notable overlap · 6 shared positions
$UPST$AMN$NEE$COP$LRCX$ETN
$469M
104 positions
#8Falcon Wealth PlanningActive
Notable overlap · 3 shared positions
$UPST$AMN$WT
$1.5B
236 positions
#9Lauer Wealth, LLCActive
Notable overlap · 4 shared positions
$UPST$WT$COP$AGQ
$126M
67 positions
#10Level Financial AdvisorsActive
Notable overlap · 5 shared positions
$UPST$AMN$COP$LRCX$NEE
$392M
92 positions
#11ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$WT$AMN$UNP$COP
$370M
119 positions
#12Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$UPST$MS$COP
$453M
103 positions
#13Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$MS$COP$KO$LMT
$109M
1,311 positions
#14GOULD ASSET MANAGEMENT LLC /CA/Active
Notable overlap · 3 shared positions
$UPST$WT$COP
$576M
171 positions
#15TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Notable overlap · 5 shared positions
$UPST$COP$SO$KO$AMGN
$1.6B
271 positions
#16MOKAN Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$UPST$COP$AMAT$LRCX
$226M
109 positions
#17Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$UPST$WT$COP$AMGN
$236M
81 positions
#18NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$UPST$AMN$NEE$ETN$UNP
$665M
255 positions
#19Portland Global Advisors LLCActive
Notable overlap · 4 shared positions
$UPST$WT$ETN$AMGN
$938M
146 positions
#20Arista Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$UPST$KO$LRCX$NEE$LMT
$822M
253 positions
#21Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$UPST$COP$LRCX$MCK$NEE
$2.1B
152 positions
#22Peak Asset Management, LLCPassive
Notable overlap · 5 shared positions
$UPST$AMN$COP$AMAT$UNP
$567M
148 positions
#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$NEE$SO
$350M
95 positions
#24O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$UPST$LMT$KO
$124M
55 positions
#25Financial Plan, Inc.Active
Notable overlap · 3 shared positions
$UPST$AMN$COP
$933M
94 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.