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 Valpey Financial Services,

13F Portfolio OverlapQ1 2026Valpey Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Valpey Financial Services, LLC is an institutional investor managing $154M across 75 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 Valpey Financial Services, are Verus Financial Partners,, Efficient Advisors,, LINCOLN NATIONAL, with shared positions in $BRZE, $SNOW, $MKL, $UNIT, $DHR, $UPST. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money

Substantial overlap · 7 shared positions

$BRZE $SNOW $MKL $UNIT $DHR $UPST

$1.1B

121 positions

#2Efficient Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $MKL $UNIT $BRZE $UPST

$1.4B

58 positions

#3LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$3.5B

19 positions

#4Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $UNIT

$255M

49 positions

#5FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $MKL $UNIT $DHR $USB

$133M

121 positions

#6Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $MKL $BRZE $UPST

$950M

192 positions

#7Zhang Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $SNOW $UNIT $DHR

$2.9B

367 positions

#8Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $UPST $MKL $USB

$215M

95 positions

#9Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $MKL $UPST $IBM

$227M

74 positions

#10St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $SNOW $DHR

$856M

145 positions

#11Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $BRZE $UNIT $IBM $USB

$149M

70 positions

#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$UNIT $BRZE $SNOW $UPST $MKL

$111M

63 positions

#13Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $UPST $TKO

$269M

506 positions

#14Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $DHR $USB

$382M

55 positions

#15Topsail Wealth Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $USB $UNIT $TKO

$678M

294 positions

#16FC Advisory LLCActive

Notable overlap · 5 shared positions

$SNOW $MKL $DHR $USB $BRZE

$342M

115 positions

#17Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $UPST

$156M

30 positions

#18SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $UNIT

$103M

37 positions

#19STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $USB $SNOW

$140M

29 positions

#20Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$578M

118 positions

#21Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$412M

8 positions

#22Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $BRZE $UNIT

$167M

92 positions

#23Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SNOW $IBM

$150M

55 positions

#24Williams Financial, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $MKL $USB $IBM

$172M

25 positions

#25Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $MKL $IBM $UPST $UNIT

$325M

57 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.