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 Veridan Wealth

13F Portfolio OverlapQ1 2026Veridan Wealth portfolio →

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Most similar hedge funds by 13F overlap

Veridan Wealth LLC is an institutional investor managing $270M across 80 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 Veridan Wealth are Consilium Wealth Advisory,, Hurlow Wealth Group,, Cornerstone Financial, with shared positions in $WFC, $SNOW, $AMAT, $USB, $IAU, $DDOG. The full ranking of 25 similar funds is below.

#1Consilium Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WFC $SNOW $AMAT

$293M

102 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SNOW $USB $IAU $DDOG $KKR $HUM

$420M

120 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 8 shared positions

$SNOW $USB $NTRB $VLTO $DDOG $KKR

$109M

1,311 positions

#4Graetz Wealth LLCPassive

Notable overlap · 7 shared positions

$SNOW $USB $VLTO $DDOG $AMAT $IAU

$112M

80 positions

#5LOUNTZIS ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$WFC $USB $AMAT $KKR

$273M

52 positions

#6North Forty Two & Co.Passive

Notable overlap · 4 shared positions

$SNOW $USB $IAU $WFC

$108M

97 positions

#7Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $IAU $KKR

$149M

70 positions

#8LifePlan Financial, LLCPassive

Notable overlap · 7 shared positions

$IAU $USB $VLTO $NTRB $SNOW $MDLZ

$135M

83 positions

#9MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $IAU

$508M

88 positions

#10Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$SNOW $MDLZ $VLTO

$149M

63 positions

#11Erickson Financial Group, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $NTRB $DDOG

$160M

25 positions

#12MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$SNOW $USB $VLTO $NOW $DDOG

$10.0B

1,896 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $VLTO $HUM

$163M

67 positions

#14FLC Capital AdvisorsPassive

Notable overlap · 4 shared positions

$SNOW $USB $VLTO $HUM

$560M

221 positions

#15Spectrum Asset Management, Inc. (NB/CA)Passive

Some overlap · 3 shared positions

$WFC $IAU $MCK

$315M

109 positions

#16Systelligence, LLCPassive

Some overlap · 3 shared positions

$SNOW $USB $IAU

$514M

56 positions

#17Pacific Capital Wealth Advisors, Inc.Smart money

Some overlap · 4 shared positions

$SNOW $USB $IAU $KKR

$595M

87 positions

#18Financial Futures Ltd Liability Co.Active

Some overlap · 7 shared positions

$SNOW $USB $DDOG $IAU $KKR $NOW

$228M

72 positions

#19Maltin Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SNOW $IAU $USB $KKR

$262M

136 positions

#20Capital Advisors Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $USB $DDOG $IAU $KKR $HUM

$745M

219 positions

#21FC Advisory LLCActive

Some overlap · 6 shared positions

$SNOW $NTRB $VLTO $DDOG $USB $HUM

$342M

115 positions

#22R.H. Investment Group, LLCPassive

Some overlap · 3 shared positions

$WFC $USB $SNOW

$130M

45 positions

#23ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SNOW $NOW $WFC $KKR

$197M

204 positions

#24Somerset Group LLCActive

Some overlap · 3 shared positions

$WFC $SNOW $USB

$135M

59 positions

#25rebel Financial LLCPassive

Some overlap · 5 shared positions

$SNOW $NOW $USB $VLTO $MUFG

$231M

65 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.