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Hedge Funds Similar to Valtrion ,

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

Valtrion Capital Management, LLC is an institutional investor managing $106M across 93 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 Valtrion , are IAM Advisory,, Pacific Wealth Strategies Group,, Ridgepath, with shared positions in $AGQ, $WM, $NOC, $PANW, $SHW, $PLTR. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 6 shared positions
$AGQ$WM$NOC$PANW$SHW$PLTR
$446M
95 positions
#2Pacific Wealth Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$AGQ$CRWD$NOW
$160M
62 positions
#3Ridgepath Capital Management LLCActive
Notable overlap · 4 shared positions
$AGQ$PM$SHW$ALPS
$201M
51 positions
#4RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$AGQ$SHW$PLTR$CRWD
$117M
240 positions
#5Dedeker Financial LLCPassive
Notable overlap · 4 shared positions
$AGQ$PLTR$STX$AFL
$115M
50 positions
#6Dale Q Rice Investment Management LtdActive
Notable overlap · 4 shared positions
$AGQ$PLTR$PANW$SHW
$132M
68 positions
#7TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 6 shared positions
$AGQ$AFL$KO$GD$MCD$SHW
$911M
918 positions
#8Three Seasons Wealth, LLCPassive
Notable overlap · 4 shared positions
$AGQ$DHR$NOW$STX
$262M
187 positions
#9Global View Capital Management LLCActive
Notable overlap · 4 shared positions
$AGQ$ARKO$EMR$PLTR
$377M
140 positions
#10Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$AGQ$DHR$KO$WM$EMR
$1.4B
52 positions
#11Runnymede Capital Advisors, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$PANW$SHW$LEN
$116M
75 positions
#12Larry Mathis Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$AGQ$MCD$SHW
$112M
156 positions
#13Clearstead Trust, LLCPassive
Notable overlap · 5 shared positions
$AGQ$WM$MCD$PANW$STX
$613M
981 positions
#14ForthRight Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AGQ$ALPS$AFL$DHR$TRV
$353M
75 positions
#15McElhenny Sheffield Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PM$SHW$MCD
$403M
95 positions
#16Avant Capital LLCPassive
Notable overlap · 4 shared positions
$AGQ$ALPS$PLTR$UBER
$142M
76 positions
#17Paragon Advisors, LLCActive
Notable overlap · 5 shared positions
$AGQ$CRWD$NOW$SHW$PLTR
$371M
76 positions
#18CPR Investments Inc.Active
Notable overlap · 4 shared positions
$AGQ$NOC$GD$PANW
$150M
51 positions
#19Variant Private Wealth, LLCActive
Notable overlap · 4 shared positions
$AGQ$ARKO$CRWD$PLTR
$83M
38 positions
#20Westwood Wealth ManagementActive
Notable overlap · 7 shared positions
$AGQ$PANW$SHW$UBER$PLTR$DIS
$255M
42 positions
#21Genesis Financial Group, LLCPassive
Notable overlap · 5 shared positions
$AGQ$ALPS$UBER$PLTR$DHR
$158M
103 positions
#22Summit Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$CMI$ALPS
$705M
193 positions
#23Lynch Asset Management, Inc.Active
Some overlap · 7 shared positions
$PANW$CMI$CRWD$EMR$NOW$DIS
$298M
51 positions
#24Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$PANW$PLTR
$121M
66 positions
#25MLP3, LLCPassive
Some overlap · 6 shared positions
$AGQ$KO$AFL$ITW$PM$PANW
$91M
86 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.