How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to VSM Wealth Advisory,

13F Portfolio OverlapQ1 2026VSM Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

VSM Wealth Advisory, LLC is an institutional investor managing $335M across 505 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 VSM Wealth Advisory, are Quaker Wealth ,, Employees' Retirement Fund of the City of Fort Worth, Wolff Financial, with shared positions in $COP, $KKR, $MAR, $HUM, $HSY, $WM. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive

Substantial overlap · 6 shared positions

$COP $KKR $MAR $HUM $HSY $WM

$320M

972 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 5 shared positions

$COP $KKR $UNIT $SCHW $HUM

$230M

21 positions

#3Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$COP $KKR $UNIT $MAR $HUM $DDOG

$453M

103 positions

#4Mosaic Advisors LLCPassive

Notable overlap · 7 shared positions

$COP $MKL $NTRB $MAR $HUM $DOV

$67M

42 positions

#5TL Private WealthSmart money

Notable overlap · 4 shared positions

$COP $MKL $LMT $ETN

$253M

44 positions

#6FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$KKR $MKL $COP $UNIT $DOV $MAR

$133M

121 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$KKR $COP $UNIT $MAR $SCHW $HUM

$721M

145 positions

#8Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$COP $MKL $DDOG $HUM $DOV $SCHW

$578M

118 positions

#9Montis Financial, LLCActive

Notable overlap · 5 shared positions

$COP $KKR $HUM $DOV $IBM

$484M

150 positions

#10Compass Advisory Group LLCActive

Notable overlap · 9 shared positions

$COP $MKL $DDOG $SCHW $DOV $MAR

$374M

86 positions

#11Mustard Seed Financial, LLCPassive

Notable overlap · 8 shared positions

$COP $DDOG $UNIT $KKR $SCHW $MAR

$167M

92 positions

#12AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$COP $DDOG $MAR $SCHW $WFC $HSY

$445M

77 positions

#13DAGCO, INC.Passive

Notable overlap · 6 shared positions

$KKR $COP $MAR $HUM $CSX $ETN

$461M

353 positions

#14Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$COP $MKL $DDOG $UNIT $SCHW $HUM

$480M

160 positions

#15truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $COP $UNIT $HUM

$97M

49 positions

#16Sage Financial Management Group, Inc.Active

Notable overlap · 6 shared positions

$MKL $COP $KKR $SNOW $IBM $UNIT

$325M

57 positions

#17GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$COP $DDOG $UNIT $ETN $SNOW

$212M

87 positions

#18Rockbridge Investment Management, LCCSmart money

Notable overlap · 8 shared positions

$COP $UNIT $DDOG $SCHW $LMT $KKR

$1.1B

137 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $MKL $UNIT $SCHW $HUM

$365M

111 positions

#20Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$KKR $COP $MKL $DDOG $UNIT $SCHW

$473M

582 positions

#21Eaton-Cambridge Inc.Smart money

Notable overlap · 3 shared positions

$COP $DDOG $HUM

$320M

56 positions

#22William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $SNOW

$175M

73 positions

#23ETF Portfolio Partners, Inc.Active

Notable overlap · 5 shared positions

$MKL $KKR $COP $NTRB $DOV

$381M

68 positions

#24Forum Private Client Group LLCActive

Notable overlap · 6 shared positions

$KKR $COP $DDOG $NTRB $HUM $SNOW

$300M

80 positions

#25Pointe Capital Management LLCPassive

Notable overlap · 4 shared positions

$KKR $COP $WFC $SNOW

$202M

153 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.