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Hedge Funds Similar to Veratis Advisors,

13F Portfolio OverlapQ4 2025Veratis Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Veratis Advisors, Inc. is an institutional investor managing $126M across 75 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Veratis Advisors, are Gutierrez Wealth Advisory,, Joel Adams & Associates,, Seneca Financial Advisors, with shared positions in $DDOG, $BRZE, $IBM, $FDX, $MCD, $LOW. The full ranking of 25 similar funds is below.

#1Gutierrez Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$DDOG$BRZE$IBM$FDX
$161M
70 positions
#2Joel Adams & Associates, Inc.Active
Notable overlap · 3 shared positions
$DDOG$BRZE$MCD
$135M
64 positions
#3Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$MCD
$341M
64 positions
#4Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$DDOG$IBM$LOW
$337M
50 positions
#5Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$MCD$LOW$PM
$335M
104 positions
#6BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$DDOG$MCD$IBM
$333M
91 positions
#7RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$BRZE$CSX
$193M
98 positions
#8West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$IBM
$589M
193 positions
#9Level Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$BRZE$MCD$IBM
$213M
67 positions
#10REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$MCD
$342M
70 positions
#11Stembrook Asset Management, LLCSmart money
Notable overlap · 4 shared positions
$DDOG$LOW$SBUX$PM
$102M
48 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$DDOG$BRZE$LOW$MCD$ADI$PSX
$350M
95 positions
#13SwitchPoint Financial Planning, LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$IBM
$147M
64 positions
#14Timonier Family Office, LTD.
Some overlap · 3 shared positions
$DDOG$LOW$TFC
$315M
56 positions
#15ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$LECO$MCD$ADI$SBUX$LOW
$853M
70 positions
#16Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$BRZE$MCD
$1.0B
229 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DDOG$BRZE$IBM
$157M
130 positions
#18San Luis Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$BRZE$PSX$TFC
$604M
175 positions
#19AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DDOG$LOW$FDX$SYK
$445M
77 positions
#20Newton One Investments LLCActive
Some overlap · 4 shared positions
$DDOG$MCD$PM$IBM
$368M
121 positions
#21William B. Walkup & Associates, Inc.Active
Some overlap · 7 shared positions
$LOW$PSX$ALL$TFC$FDX$IBM
$167M
163 positions
#22Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$ADI
$436M
126 positions
#23MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$DDOG$LOW$FDX$IBM
$240M
234 positions
#24Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DDOG$LOW$BRZE
$354M
138 positions
#25Cartenna Capital, LPPassive
Some overlap · 5 shared positions
$LECO$FDX$MCD$ADI$CSX
$2.7B
47 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.