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Hedge Funds Similar to Valtrion

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

Valtrion Capital Management, LLC is an institutional investor managing $134M across 103 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 Valtrion are Lynch Asset, Exeter Financial, Avalon Global Asset, with shared positions in $CRWD, $CMI, $NOW, $DIS, $EMR, $WM. The full ranking of 25 similar funds is below.

#1Lynch Asset Management, Inc.Smart money
Notable overlap · 6 shared positions
$CRWD$CMI$NOW$DIS$EMR$WM
$366M
52 positions
#2Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$AFL$TRV$EMR$GD$WM$ITW
$261M
101 positions
#3Avalon Global Asset Management LLCActive
Notable overlap · 4 shared positions
$CRWD$EMR$NOW$SNOW
$917M
38 positions
#4JERICHO FINANCIAL, LLPActive
Notable overlap · 4 shared positions
$CRWD$AFL$WM$MCD
$193M
41 positions
#5Thomasville National BankPassive
Notable overlap · 6 shared positions
$CRWD$PM$GD$UBER$NOW$AFL
$1.8B
241 positions
#6UNITED BANKActive
Notable overlap · 6 shared positions
$CMI$GD$WM$AFL$ITW$MCD
$853M
130 positions
#7Kessler Investment Group, LLCPassive
Notable overlap · 5 shared positions
$CRWD$NOW$PM$EMR$CMI
$234M
81 positions
#8Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$CRWD$EMR$WM$NOW$MCD
$358M
74 positions
#9GFG Capital, LLCPassive
Notable overlap · 4 shared positions
$CRWD$NOW$UBER$BX
$363M
100 positions
#10ITHAKA GROUP LLCActive
Notable overlap · 4 shared positions
$CRWD$NOW$UBER$SHOP
$551M
40 positions
#11Processus Wealth & Capital Management, LLCActive
Notable overlap · 3 shared positions
$CRWD$EMR$GD
$169M
35 positions
#12MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Notable overlap · 7 shared positions
$GD$WM$STX$AFL$EMR$SHW
$272M
149 positions
#13Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$CRWD$SNOW$NOW$UBER$MCD
$808M
1,245 positions
#14Emissary Wealth LLCPassive
Some overlap · 5 shared positions
$CRWD$NOW$NOC$PM$BX
$131M
63 positions
#15Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$CRWD$BX$CMI$ITW$SHOP
$599M
225 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CMI$PM$GD$MCD
$233M
122 positions
#17Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$AFL$EMR$PM$GD$GPC
$274M
79 positions
#18Titan Investment Solutions LtdActive
Some overlap · 5 shared positions
$CMI$PM$WM$UBER$NOW
$894M
60 positions
#19CONNING INC.Passive
Some overlap · 6 shared positions
$TRV$CMI$GD$AFL$ITW$MCD
$3.3B
327 positions
#20BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CRWD$EMR$BX
$247M
74 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$WM$STX$ITW$EMR
$239M
126 positions
#22PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 3 shared positions
$CRWD$NOW$SNOW
$179M
91 positions
#23Advisory Resource GroupPassive
Some overlap · 4 shared positions
$CMI$AFL$GD$CRWD
$665M
183 positions
#24Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$CMI$EMR$UBER$ABNB
$271M
91 positions
#25PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CRWD$NOW$SNOW$UBER$SHOP
$3.1B
282 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.