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Hedge Funds Similar to VVR

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

VVR Holdings LLC is an institutional investor managing $231M across 38 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 VVR are Long Island Wealth ,, CATHY PARETO & ASSOCIATES,, Merited Wealth,, with shared positions in $DOV, $MAR, $REGN, $COP, $QUBT, $SLV. The full ranking of 25 similar funds is below.

#1Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MAR$REGN$COP
$216M
89 positions
#2CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$QUBT$REGN$MAR$SLV$SHW
$149M
96 positions
#3Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$DOV$CRM$SHW
$121M
79 positions
#4Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$CRM$SLV
$151M
54 positions
#5Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$QUBT$REGN$SHW
$457M
123 positions
#6HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DOV$MAR$AHR$SLV
$212M
59 positions
#7Boyer Financial Services, Inc.Active
Some overlap · 3 shared positions
$CRM$QUBT$MAR
$94M
44 positions
#8AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$CRM$COP
$710M
221 positions
#9Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$QUBT$REGN
$1.4B
540 positions
#10LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$MAR$SHW
$595M
360 positions
#11New England Private Wealth Advisors LLCActive
Some overlap · 4 shared positions
$DOV$QUBT$MAR$COP
$866M
194 positions
#12Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$REGN$DOV$QUBT$SLV$SHW
$146M
532 positions
#13Compass Advisory Group LLCActive
Some overlap · 4 shared positions
$DOV$REGN$COP$MAR
$374M
86 positions
#14Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$DOV$MAR$COP
$141M
62 positions
#15SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$CRM$DOV$COP
$222M
135 positions
#16Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$QUBT$COP$GFI$SHW
$469M
151 positions
#17Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$REGN$SHW
$226M
165 positions
#18Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$QUBT$MAR$BTC$SLV
$154M
545 positions
#19LifeWealth Investments, LLCPassive
Some overlap · 5 shared positions
$REGN$BTC$MAR$COP$SLV
$335M
141 positions
#20Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$COP$QUBT$MAR
$153M
73 positions
#21Certified Advisory CorpPassive
Some overlap · 4 shared positions
$REGN$MAR$COP$SLV
$1.1B
318 positions
#22Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$REGN$QUBT$COP
$117M
101 positions
#23Symphony Financial Services, Inc.Passive
Some overlap · 3 shared positions
$REGN$MAR$SHW
$195M
99 positions
#24Stratos Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$REGN$DOV$CRM$MAR
$1.6B
609 positions
#25NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$COP$SHW
$247M
71 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.