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Hedge Funds Similar to Veratis Advisors

13F Portfolio OverlapQ2 2026Veratis Advisors portfolio →
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Most similar hedge funds by 13F overlap

Veratis Advisors, Inc. is an institutional investor managing $141M across 84 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 Veratis Advisors are Reliant Investment Partners, BRADY FAMILY WEALTH, MONTGOMERY INVESTMENT, with shared positions in $TFC, $LOW, $CSX, $DUK, $PSX, $ADI. The full ranking of 25 similar funds is below.

#1Reliant Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$TFC$LOW$CSX$DUK
$147M
126 positions
#2BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 7 shared positions
$LOW$PSX$ADI$MCD$SBUX$BLK
$346M
113 positions
#3MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$TFC$PSX$MCD
$330M
108 positions
#4ROGCO, LPActive
Some overlap · 4 shared positions
$LECO$MCD$MRVL$BLK
$327M
224 positions
#5Rather & Kittrell, Inc.Active
Some overlap · 4 shared positions
$TFC$LOW$PM$MCD
$716M
108 positions
#6ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$LECO$ADI$MCD$LOW$SBUX
$878M
73 positions
#7Carlson Capital, L.P.Passive
Some overlap · 4 shared positions
$TFC$PSX$MCD$PM
$494M
74 positions
#8Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$LOW$TFC$MCD$SBUX$PM$DUK
$334M
127 positions
#9Mason & Associates, LLCSmart money
Some overlap · 4 shared positions
$TFC$MCD$CSX$DUK
$481M
45 positions
#10Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$LOW$ALL$FDX$MCD$SYK
$208M
86 positions
#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$LECO$PSX$TMO$MCD
$361M
59 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$LOW$PSX$ADI$MCD$BLK$DUK
$390M
103 positions
#13Smart Portfolios, LLC
Some overlap · 6 shared positions
$PSX$FDX$MCD$SBUX$BLK$SYK
$100M
99 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$PSX$MCD$PM$BLK
$529M
75 positions
#15MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TFC$LOW$TMO
$508M
113 positions
#16Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$TFC$LOW$SYK
$226M
45 positions
#17Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$LECO$ADI$TMO
$829M
163 positions
#18William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$ALL$PSX$LOW$FDX$TFC$CSX
$208M
258 positions
#19Midway Capital Research & ManagementActive
Some overlap · 6 shared positions
$LECO$ADI$MCD$BLK$SYK$SBUX
$126M
114 positions
#20Somerset Trust CoPassive
Some overlap · 5 shared positions
$LOW$ADI$PSX$MCD$BLK
$354M
186 positions
#21Haverford Trust CoActive
Some overlap · 6 shared positions
$LOW$TMO$MCD$PM$BLK$SYK
$11.6B
424 positions
#22GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$TFC$ALL$TMO$PM$SCHW
$2.2B
268 positions
#23Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PSX$LOW$ADI$MCD$SYK
$145M
99 positions
#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$PSX$ADI$MCD$BLK$DUK$LOW
$201M
57 positions
#25IVC Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$TFC$ALL$MCD$ADI
$256M
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.