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Hedge Funds Similar to Valued Retirements,

13F Portfolio OverlapQ1 2026Valued Retirements, portfolio →
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Most similar hedge funds by 13F overlap

Valued Retirements, Inc. is an institutional investor managing $102M across 90 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 Valued Retirements, are Evanson Asset ,, Burk, Trademark Financial ,, with shared positions in $NKE, $PHYS, $WT, $IAU, $MKL, $EPD. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLCActive
Notable overlap · 6 shared positions
$NKE$PHYS$WT$IAU$MKL$EPD
$1.9B
321 positions
#2Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$NKE$IAU$WT$HUM
$233M
676 positions
#3Trademark Financial Management, LLCPassive
Notable overlap · 5 shared positions
$NKE$IAU$WT$HUM$USB
$204M
102 positions
#4Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$IAU$WT
$133M
89 positions
#5Pillar Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$NKE$IAU$MKL$FITB$USB
$171M
106 positions
#6Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$MKL$WT
$110M
64 positions
#7EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$HUM
$171M
54 positions
#8Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$IAU$MKL
$250M
40 positions
#9Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$NKE$IAU$SO$USB
$648M
113 positions
#10Financially in Tune, LLCActive
Notable overlap · 5 shared positions
$NKE$WT$HUM$MKL$FITB
$116M
77 positions
#11Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$NKE$IAU$WT$HUM
$337M
117 positions
#12Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$SO
$330M
30 positions
#13JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$SO
$1.1B
286 positions
#14Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NKE$IAU$USB
$315M
56 positions
#15Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$IAU$HUM
$126M
74 positions
#16Beaird Harris Wealth Management, LLCActive
Notable overlap · 6 shared positions
$NKE$IAU$MKL$PHYS$USB$WT
$1.5B
686 positions
#17COWA, LLCActive
Notable overlap · 5 shared positions
$NKE$IAU$WT$MKL$EPD
$371M
158 positions
#18VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 4 shared positions
$NKE$IAU$WT$HUM
$213M
99 positions
#19Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$IAU$WT$FLEX$TECK$NKE
$477M
70 positions
#20Apeiron RIA LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$WT
$431M
204 positions
#21Root Financial Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$HUM
$2.2B
3,466 positions
#22Opus Financial Solutions LLCPassive
Notable overlap · 4 shared positions
$NKE$WT$HUM$IAU
$106M
103 positions
#23Belleair Asset Management, LLCPassive
Notable overlap · 4 shared positions
$NKE$FITB$EPD$SO
$110M
77 positions
#24Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$WT
$398M
88 positions
#25Prism Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$WT$SOLV
$375M
75 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.