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Hedge Funds Similar to Value Investment Professionals

13F Portfolio OverlapQ2 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 Q2 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 AUXIER ASSET, Coston, McIsaac & Partners, Keystone Financial Planning, with shared positions in $PM, $MO, $CVS, $MDT, $BTI, $UL. The full ranking of 25 similar funds is below.

#1AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$PM$MO$CVS$MDT$BTI$UL
$745M
184 positions
#2Coston, McIsaac & PartnersPassive
Some overlap · 6 shared positions
$MO$PM$DOV$MDT$UL$MCD
$497M
948 positions
#3Keystone Financial Planning, Inc.Smart money
Some overlap · 7 shared positions
$MO$PM$MDT$BTI$UL$MCD
$388M
39 positions
#4GQG Partners LLCActive
Some overlap · 6 shared positions
$MO$PM$CVS$BTI$UL$NVS
$53.8B
102 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$MO$PM
$1.2B
127 positions
#6Kennon-Green & Company, LLCActive
Some overlap · 6 shared positions
$MO$PM$BTI$UL$MCD$NVS
$128M
41 positions
#7Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$PM$MO$MDT$BTI$UL$NVS
$10.2B
208 positions
#8MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$DOV$PM$MO$MCD
$130M
80 positions
#9Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#10Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MO$MCK$CVS$DVA$BTI
$411M
133 positions
#11Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DOV$MO$PM$MCD
$1.2B
2,116 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$MO$PM$DOV$MDT$MCD
$515M
142 positions
#13Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$PM$MO$BTI$UL$MCD$NVS
$259M
118 positions
#14Financial Security Advisor, Inc.Active
Some overlap · 4 shared positions
$BAH$MO$PM$MCD
$615M
161 positions
#15CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$PM$MCD$ABT
$5.2B
56 positions
#16Keystone Financial ServicesActive
Some overlap · 5 shared positions
$PM$MCK$MDT$UL$NVS
$388M
131 positions
#17Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$STRL$UL$ABT
$204M
66 positions
#18Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$MO$PM$BTI$NVS$ABT
$526M
89 positions
#19FCF Advisors LLCPassive
Some overlap · 3 shared positions
$STRL$MO$MCK
$544M
58 positions
#20FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$PM$MCK$MDT$UL$NVS$AFL
$355M
257 positions
#21Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$DOV$PM$MCD$ABT$AFL
$277M
87 positions
#22American National Bank of TexasActive
Some overlap · 5 shared positions
$DOV$CVS$PM$MCD$ABT
$110M
56 positions
#23ADE, LLCActive
Some overlap · 3 shared positions
$BAH$DOV$PM
$237M
93 positions
#24HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$MO$PM$MCD$ABT$NVS
$252M
43 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$PM$MDT$UL
$255M
278 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.