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Hedge Funds Similar to Vilga Financial Planning

13F Portfolio OverlapQ2 2026Vilga Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Vilga Financial Planning LLC is an institutional investor managing $132M across 93 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 Vilga Financial Planning are Selby Wealth, Shannon River Fund, Bellwether Advisors, with shared positions in $DOV, $FLEX, $STT, $RKLB, $TSEM, $URI. The full ranking of 9 similar funds is below.

#1Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$FLEX$STT
$282M
83 positions
#2Shannon River Fund Management LLCActive
Some overlap · 3 shared positions
$FLEX$RKLB$TSEM
$1.1B
37 positions
#3Bellwether Advisors, LLCPassive
Slight overlap · 3 shared positions
$FLEX$URI$STT
$675M
167 positions
#4HUDSON EDGE INVESTMENT PARTNERS INC.Active
Slight overlap · 3 shared positions
$DOV$URI$STT
$732M
123 positions
#5Vantus Wealth LLCPassive
Slight overlap · 3 shared positions
$DOV$URI$VRTX
$187M
236 positions
#6CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 3 shared positions
$STT$DOV$URI
$1.3B
354 positions
#7Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 3 shared positions
$DOV$STT$URI
$168M
145 positions
#8Kraft, Davis & Associates, LLCActive
Slight overlap · 3 shared positions
$URI$FLEX$DOV
$479M
155 positions
#9Your Advocates Ltd., LLPActive
Slight overlap · 3 shared positions
$DOV$RKLB$URI
$350M
209 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.