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Hedge Funds Similar to Vestment Financial

13F Portfolio OverlapQ1 2026Vestment Financial portfolio →
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Most similar hedge funds by 13F overlap

Vestment Financial LLC is an institutional investor managing $212M across 42 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 Vestment Financial are Planning Center,, Rather & Kittrell,, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $NSC, $NEE, $HUM, $LOW. The full ranking of 25 similar funds is below.

#1Planning Center, Inc.Smart money
Highly similar · 3 shared positions
$NSC$NEE$HUM
$987M
78 positions
#2Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NSC$LOW$NEE
$648M
113 positions
#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$NEE$HUM$LOW
$350M
95 positions
#4CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$NEE$NSC$HUM
$298M
99 positions
#5Somerset Trust CoPassive
Some overlap · 3 shared positions
$NEE$LOW$NSC
$326M
174 positions
#6Level Financial AdvisorsActive
Some overlap · 3 shared positions
$NSC$NEE$HUM
$392M
92 positions
#7Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$NEE$LOW$HUM
$170M
48 positions
#8Ark Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$NEE$NSC$LOW
$101M
80 positions
#9Haverford Trust CoActive
Some overlap · 3 shared positions
$LOW$NEE$HUM
$10.9B
419 positions
#10NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$LOW$NEE$HUM
$2.4B
189 positions
#11MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$LOW$NSC$NEE
$240M
234 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$NEE$LOW$HUM
$354M
66 positions
#13Shearwater Capital LLCSmart money
Some overlap · 3 shared positions
$NSC$HUM$NEE
$191M
71 positions
#14Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$LOW$NEE$HUM
$151M
97 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 3 shared positions
$NEE$LOW$HUM
$1.5B
200 positions
#16CoreFirst Bank & TrustPassive
Some overlap · 3 shared positions
$LOW$HUM$NSC
$189M
290 positions
#17Clearstead Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$NSC$HUM
$10.9B
2,241 positions
#18Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$LOW$NEE$HUM
$190M
82 positions
#19Acorn Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$HUM$LOW
$343M
264 positions
#20City State BankPassive
Some overlap · 3 shared positions
$NEE$HUM$NSC
$385M
784 positions
#21Modera Wealth Management, LLCActive
Some overlap · 3 shared positions
$HUM$NEE$LOW
$8.3B
635 positions
#22BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$LOW$NEE$NSC
$199M
110 positions
#23DAVENPORT & Co LLCPassive
Slight overlap · 3 shared positions
$NEE$HUM$NSC
$18.4B
1,302 positions
#24Donalies Financial Planning, LLCActive
Slight overlap · 3 shared positions
$NEE$NSC$HUM
$117M
74 positions
#25Pitti Group Wealth Management, LLCActive
Slight overlap · 3 shared positions
$HUM$LOW$NEE
$123M
81 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.