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Hedge Funds Similar to VERUS WEALTH ,

13F Portfolio OverlapQ1 2026VERUS WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

VERUS WEALTH MANAGEMENT, LLC is an institutional investor managing $108M across 49 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 VERUS WEALTH , are Strategic Financial Services,, Golden Bell Financial Planning, Shotwell Rutter Baer, with shared positions in $USB, $COP, $NKE, $SNPS, $DDOG, $AMN. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$COP$NKE$SNPS$DDOG
$2.1B
152 positions
#2Golden Bell Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$NKE$AMN
$125M
37 positions
#3Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$USB$COP$NKE$AMN
$170M
38 positions
#4Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$DDOG
$298M
28 positions
#5Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$NKE
$184M
157 positions
#6Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$SNPS
$451M
146 positions
#7Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$NKE$AMN
$284M
91 positions
#8Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$COP$SNPS
$149M
70 positions
#9Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$DDOG$AMN
$318M
87 positions
#10SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$146M
67 positions
#11Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$DDOG$COP
$382M
55 positions
#1225 LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$NKE
$324M
69 positions
#13CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$363M
102 positions
#14Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$DDOG$COP$SNPS
$420M
120 positions
#15DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$COP$NKE
$464M
679 positions
#16NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$DDOG
$5.0B
51 positions
#17Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$NKE$DDOG$AMN
$228M
72 positions
#18BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$NKE$COP
$126M
26 positions
#19Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$167M
76 positions
#20Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$COP$AMN
$951M
223 positions
#21KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$227M
92 positions
#22BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$COP$NKE$SNPS
$777M
115 positions
#23Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$NKE$COP
$236M
81 positions
#24Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$AMN
$713M
120 positions
#25TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$283M
137 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.