13F Pro

Hedge Funds Similar to VIRTUE ASSET

13F Portfolio OverlapQ3 2026VIRTUE ASSET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VIRTUE ASSET MANAGEMENT LLC is an institutional investor managing $147M across 106 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VIRTUE ASSET are Steigerwald, Gordon & Koch, Somerset, BARTLETT & WEALTH, with shared positions in $MCK, $DE, $TRV, $NEE, $AMGN, $WFC. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 6 shared positions
$MCK$DE$TRV$NEE$AMGN$WFC
$1.0B
765 positions
#2Somerset Trust CoPassive
Notable overlap · 7 shared positions
$NEE$GD$AFL$AMGN$PSX$NSC
$354M
186 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$DE$ASML$NEE$AMGN$PEP$MDY
$8.0B
1,334 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 6 shared positions
$NEE$GD$PSX$AFL$AMGN$CI
$111M
62 positions
#5Eldred Rock Partners, LLCActive
Notable overlap · 5 shared positions
$DE$ASML$PSX$WFC$PEP
$451M
29 positions
#6William B. Walkup & Associates, Inc.Passive
Notable overlap · 6 shared positions
$MCK$TRV$PSX$DE$WFC$TFC
$208M
258 positions
#7Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$GD$TRV$AFL$AMGN$PSX$PEP
$265M
100 positions
#8Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$NEE$ASML$ANET$TFC$PEP
$221M
41 positions
#9SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ASML$GD$DE$ANET$WFC$UBER
$254M
141 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$NEE$TRV$AMGN$WFC$MCK$PEP
$170M
121 positions
#11Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$DE$NEE$ASML$ANET
$127M
58 positions
#12Telos Capital Management, Inc.Passive
Some overlap · 6 shared positions
$ASML$TRV$AMGN$PSX$NEE$PEP
$1.1B
201 positions
#13Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$GD$PSX$AMGN$PEP
$279M
73 positions
#14FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DE$GD$WFC$MCK$AFL
$355M
257 positions
#15Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$NEE$GD$TRV$VICI$TFC
$10.2B
208 positions
#16Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$MCK$DE$AMGN$WFC$PSX
$347M
138 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$DE$NEE$PSX$PEP
$1.1B
157 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$GD$AMGN$WFC$PEP
$1.3B
58 positions
#19CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$TRV$GD$NEE$ANET$AFL
$484M
118 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DE$GD$AMGN$NSC$PEP
$214M
33 positions
#21Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DE$ASML$PSX$NEE
$312M
155 positions
#22OxenFree Capital LLCActive
Some overlap · 3 shared positions
$MCK$NEE$MDY
$231M
57 positions
#23MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PSX$GD$NEE$AFL$ASML$AMGN
$277M
147 positions
#24BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$MCK$ASML$UBER$CEG
$970M
152 positions
#25CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$DE$MCK$WFC$PEP$TRV
$861M
137 positions

Compare VIRTUE ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View VIRTUE ASSET’s holdings

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.