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Hedge Funds Similar to VIRTUE ASSET

13F Portfolio OverlapQ1 2026VIRTUE ASSET portfolio →
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Most similar hedge funds by 13F overlap

VIRTUE ASSET MANAGEMENT LLC is an institutional investor managing $126M across 106 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 VIRTUE ASSET are Steigerwald, Gordon & Koch, Argyle ,, Weaver C. Barksdale & Associates,, with shared positions in $MCK, $DE, $NEE, $TRV, $WFC, $AMGN. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 6 shared positions
$MCK$DE$NEE$TRV$WFC$AMGN
$974M
782 positions
#2Argyle Capital Management, LLCPassive
Notable overlap · 6 shared positions
$MCK$DE$PSX$WFC$BAC$AMGN
$308M
137 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 6 shared positions
$NEE$PSX$GD$AFL$CI$AMGN
$105M
62 positions
#4William B. Walkup & Associates, Inc.Active
Notable overlap · 6 shared positions
$MCK$TRV$PSX$DE$WFC$TFC
$167M
163 positions
#5Somerset Trust CoPassive
Notable overlap · 6 shared positions
$NEE$GD$AFL$PSX$NSC$AMGN
$326M
174 positions
#6Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$NEE$GD$TRV$VICI$BAC$TFC
$9.8B
213 positions
#7Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$MCK$NEE$WFC$BAC$AMGN$CRM
$177M
351 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$GD$WFC$BAC$AMGN
$1.4B
56 positions
#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$MCK$NEE$ASML$PANW$BAC
$60M
36 positions
#10Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$DE$PSX$PANW$BAC$AMGN$AFL
$752M
61 positions
#11Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$GD$TRV$AFL$PSX$BAC$AMGN
$245M
98 positions
#12Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$DE$PSX$WFC$ASML
$393M
31 positions
#13FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$MCK$DE$WFC
$293M
28 positions
#14Gouws Capital LLCActive
Some overlap · 4 shared positions
$NEE$DE$PANW$AMGN
$189M
58 positions
#15FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DE$GD$WFC$MCK$BAC
$319M
251 positions
#16MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$DE$PSX$BAC$NEE$TFC
$293M
103 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$PSX$BAC$AMGN$TFC
$223M
109 positions
#18MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$PSX$NEE$GD$AFL$BAC
$246M
145 positions
#19ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$NEE$ASML$WFC$PANW$AMGN$CRM
$2.5B
901 positions
#20BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$NEE$DE$ASML$BAC
$2.9B
120 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$NEE$BAC$AMGN
$215M
125 positions
#22CAPITAL CITY TRUST CO/FLActive
Some overlap · 5 shared positions
$TRV$GD$NEE$PEG$AFL
$437M
114 positions
#23Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$MCK$WFC$AFL$AMGN$CRM
$126M
410 positions
#24Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$DE$GD$WFC$BAC$AMGN
$170M
82 positions
#25Somerset Group LLCActive
Some overlap · 4 shared positions
$NEE$WFC$TRV$PANW
$135M
59 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.