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Hedge Funds Similar to Value Investment Professionals,

13F Portfolio OverlapQ1 2026Value Investment Professionals, portfolio →
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Most similar hedge funds by 13F overlap

Value Investment Professionals, LLC is an institutional investor managing $119M across 97 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 Value Investment Professionals, are BIP Wealth,, Hamilton ,, COLUMBIA ADVISORY PARTNERS, with shared positions in $WT, $MKL, $DOV, $BRZE, $STRL, $JHG. The full ranking of 25 similar funds is below.

#1BIP Wealth, LLCActive
Substantial overlap · 6 shared positions
$WT$MKL$DOV$BRZE$STRL$JHG
$2.5B
453 positions
#2Hamilton Capital, LLCSmart money
Substantial overlap · 3 shared positions
$WT$JHG$MCD
$1.9B
152 positions
#3COLUMBIA ADVISORY PARTNERS LLCActive
Substantial overlap · 5 shared positions
$WT$JHG$PSLV$REGN$MCD
$157M
92 positions
#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Substantial overlap · 6 shared positions
$WT$PM$SCHW$MO$REGN$MKL
$206M
97 positions
#5Sanchez Wealth Management GroupActive
Substantial overlap · 3 shared positions
$WT$JHG$REGN
$462M
53 positions
#6SYM FINANCIAL CorpActive
Substantial overlap · 3 shared positions
$WT$BRZE$DOV
$1.0B
415 positions
#7McGrath & Associates, Inc.Active
Substantial overlap · 3 shared positions
$WT$BRZE$PM
$68M
41 positions
#8tru Independence LLCPassive
Substantial overlap · 3 shared positions
$WT$JHG$MCD
$202M
102 positions
#9Exit Wealth Advisors, LLC.Active
Notable overlap · 5 shared positions
$WT$MO$BRZE$JHG$PSLV
$195M
131 positions
#10RESOLUTE CAPITAL, LLCActive
Notable overlap · 4 shared positions
$WT$BRZE$JHG$CVS
$247M
57 positions
#11Clearwater Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$JHG$MCD
$1.2B
177 positions
#12Wealthcare Capital Partners, LLCActive
Notable overlap · 3 shared positions
$WT$MKL$JHG
$213M
153 positions
#13Etesian Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$WT$DOV$SCHW$MCD$BRZE
$313M
138 positions
#14Gaddis Premier Wealth Advisors LLCPassive
Notable overlap · 4 shared positions
$WT$MCK$REGN$JHG
$136M
85 positions
#15Glassman Wealth ServicesSmart money
Notable overlap · 5 shared positions
$WT$MKL$BRZE$SCHW$DOV
$736M
187 positions
#16IAM Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$MCK$REGN
$446M
95 positions
#17Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$WT$DOV$PM
$132M
80 positions
#18FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$WT$BRZE$SCHW
$264M
25 positions
#19Retirement Planning Group, LLCActive
Notable overlap · 4 shared positions
$WT$REGN$PM$SCHW
$3.2B
481 positions
#20Serenus Wealth Advisors, LLCSmart money
Notable overlap · 5 shared positions
$WT$BRZE$DIA$MO$PM
$501M
68 positions
#21Team Financial Group, LLCActive
Notable overlap · 3 shared positions
$WT$REGN$DIA
$220M
273 positions
#22Quattro Advisors LLCActive
Notable overlap · 3 shared positions
$WT$MCD$SCHW
$115M
51 positions
#23Oxinas Partners Wealth Management LLCPassive
Notable overlap · 3 shared positions
$WT$DIA$STRL
$219M
145 positions
#24Global View Capital Management LLCActive
Notable overlap · 3 shared positions
$WT$UL$PSLV
$377M
140 positions
#25Magnolia Private Wealth, LLCPassive
Notable overlap · 5 shared positions
$WT$JHG$BRZE$MKL$PM
$150M
134 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.