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Hedge Funds Similar to Vantus Wealth

13F Portfolio OverlapQ2 2026Vantus Wealth portfolio →
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Most similar hedge funds by 13F overlap

Vantus Wealth LLC is an institutional investor managing $187M across 236 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 Vantus Wealth are Umpqua Bank, Alley Investment Company, NORTH POINT PORTFOLIO MANAGERS, with shared positions in $BLK, $ASML, $URI, $VZ, $PH, $PM. The full ranking of 25 similar funds is below.

#1Umpqua BankPassive
Some overlap · 5 shared positions
$BLK$ASML$URI$VZ$PH
$446M
165 positions
#2Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PM$BLK$ASML$PH
$856M
89 positions
#3NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$DOV$BLK$ASML$URI
$606M
79 positions
#4Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$ASML$URI$COP
$134M
104 positions
#5ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$PM$BLK$PH$COP
$14.1B
724 positions
#6WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 5 shared positions
$PM$VZ$PH$COP$BLK
$227M
181 positions
#7Strid Group, LLCSmart money
Some overlap · 4 shared positions
$PM$BLK$VRTX$DOV
$901M
93 positions
#8Bogart Wealth, LLCPassive
Some overlap · 4 shared positions
$PM$ASML$VZ$VRTX
$2.9B
2,011 positions
#9Addison Capital CoActive
Some overlap · 3 shared positions
$PM$DOV$BLK
$610M
184 positions
#10Stokes Family Office, LLCPassive
Some overlap · 3 shared positions
$PM$BLK$DOV
$858M
272 positions
#11Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$BLK$ASML$URI$VRTX
$524M
92 positions
#12CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$PM$BLK$DOV
$6.0B
306 positions
#13Wallace Advisory Group, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$ASML$VZ
$106M
134 positions
#14Severin Investments, LLCPassive
Some overlap · 4 shared positions
$ASML$PM$BLK$VZ
$133M
174 positions
#15AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$ASML$COP
$832M
230 positions
#16Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$BLK$URI$VZ$VRTX
$1.5B
188 positions
#17JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$VZ$VRTX$COP
$128M
154 positions
#18FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$BLK$ASML
$42.5B
300 positions
#19Papamarkou Wellner Asset Management inc.Passive
Some overlap · 3 shared positions
$PM$BLK$ASML
$159M
75 positions
#20American Money Management, LLCPassive
Some overlap · 3 shared positions
$PM$BLK$ASML
$700M
174 positions
#21Investment Research & Advisory Group, Inc.Active
Some overlap · 3 shared positions
$PM$BLK$ASML
$324M
314 positions
#22STOCK YARDS BANK & TRUST COActive
Some overlap · 3 shared positions
$PM$BLK$ASML
$3.5B
397 positions
#23PITTENGER & ANDERSON INCPassive
Some overlap · 3 shared positions
$PM$BLK$ASML
$2.8B
507 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$PM$BLK$ASML
$1.6B
184 positions
#25LVZ, Inc.Smart money
Slight overlap · 4 shared positions
$DOV$URI$VZ$COP
$984M
177 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.