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Hedge Funds Similar to Veridan Wealth

13F Portfolio OverlapQ2 2026Veridan Wealth portfolio →
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Most similar hedge funds by 13F overlap

Veridan Wealth LLC is an institutional investor managing $294M across 86 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 Veridan Wealth are Keystone Financial Services, LIFELONG WEALTH ADVISORS, Skyline Advisors, with shared positions in $IAU, $WFC, $MUFG, $SPG. The full ranking of 9 similar funds is below.

#1Keystone Financial ServicesActive
Some overlap · 3 shared positions
$IAU$WFC$MUFG
$388M
131 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$WFC$MUFG
$426M
99 positions
#3Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SPG$WFC
$319M
123 positions
#4Birchwood Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$WFC$IAU$MUFG
$122M
352 positions
#5Waterloo Capital, L.P.Passive
Slight overlap · 3 shared positions
$IAU$SPG$WFC
$1.8B
560 positions
#6One Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$WFC$MUFG
$906M
326 positions
#7EWA, LLCPassive
Slight overlap · 3 shared positions
$IAU$WFC$MUFG
$548M
332 positions
#8ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$WFC$MUFG
$355M
229 positions
#9Alaska Wealth AdvisorsSmart money
Slight overlap · 3 shared positions
$IAU$MUFG$WFC
$923M
90 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.