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 Sarver Vrooman Wealth Advisors

13F Portfolio OverlapQ2 2026Sarver Vrooman Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Sarver Vrooman Wealth Advisors is an institutional investor managing $168M across 145 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 Sarver Vrooman Wealth Advisors are PRECEDENT WEALTH PARTNERS,, Marathon Mission,, Stonebridge Financial Group,, with shared positions in $WT, $SSL, $AMGN, $MCD, $LMT, $MO. The full ranking of 25 similar funds is below.

#1PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 6 shared positions

$WT $SSL $AMGN $MCD $LMT $MO

$500M

166 positions

#2Marathon Mission, Inc.Active

Some overlap · 4 shared positions

$WT $SSL $GD $TMUS

$200M

57 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $AMGN $OKE $MCD $GD $NEE

$1.2B

262 positions

#4Argo Wealth Advisory, LLCActive

Some overlap · 7 shared positions

$WT $AMGN $HON $NEE $ITW $LMT

$170M

48 positions

#5IAM Advisory, LLCActive

Some overlap · 6 shared positions

$WT $AMGN $GILD $WM $HON $LMT

$446M

95 positions

#6MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$WT $AMGN $CTVA $NEE $LMT $ADP

$240M

234 positions

#7Linscomb Wealth, Inc.Active

Some overlap · 5 shared positions

$WT $AMGN $MCD $NEE $LMT

$2.2B

337 positions

#8MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 4 shared positions

$WT $AMGN $OKE $WM

$1.3B

143 positions

#9SNS Financial Group, LLCActive

Some overlap · 4 shared positions

$WT $__PARK_1390777 $HON $DOV

$1.2B

208 positions

#10SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$WT $OKE $CTVA $NEE

$125M

39 positions

#11Stratos Investment Management, LLCPassive

Some overlap · 4 shared positions

$WT $AMGN $GD $DELL

$2.5B

371 positions

#12Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$WT $AMGN $WM $LMT

$153M

344 positions

#13Grey Ledge Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $AMGN $GD $LMT

$443M

239 positions

#14Garrett Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$WT $PSX $GD $LMT

$562M

134 positions

#15Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $GILD $MCD $DOV

$313M

138 positions

#16Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 4 shared positions

$WT $AMGN $ITW $LMT

$170M

125 positions

#17Powers Advisory Group, LLCActive

Some overlap · 4 shared positions

$WT $MCD $WM $LMT

$284M

125 positions

#18Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$WT $PSX $OKE

$136M

85 positions

#19Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $WM $NEE $LMT

$714M

1,021 positions

#20TigerOak Management, L.L.C.Active

Some overlap · 4 shared positions

$WT $MCD $NEE $MO

$317M

126 positions

#21Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$WT $MCD $DOV $MO

$89M

81 positions

#22Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$WT $AMGN $MCD

$122M

348 positions

#23TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 3 shared positions

$WT $AMGN $MCD

$277M

187 positions

#24626 Financial, LLCActive

Some overlap · 3 shared positions

$WT $OKE $CTVA

$224M

121 positions

#25Horizon Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $OKE $MCD

$682M

137 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.