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Hedge Funds Similar to Virginia Estate & Retirement Planning Advisors

13F Portfolio OverlapQ1 2026Virginia Estate & Retirement Planning Advisors portfolio →
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Most similar hedge funds by 13F overlap

Virginia Estate & Retirement Planning Advisors Inc. is an institutional investor managing $57M across 159 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 Virginia Estate & Retirement Planning Advisors are Morningstar Investment, Verum Partners, TIAA Wealth Investment, with shared positions in $SE, $MDLZ, $PFE, $EMR, $LOW, $AMAT. The full ranking of 25 similar funds is below.

#1Morningstar Investment Management LLCPassive
Notable overlap · 4 shared positions
$SE$MDLZ$PFE$EMR
$1.6B
315 positions
#2Verum Partners LLCActive
Notable overlap · 3 shared positions
$SE$MDLZ$LOW
$527M
176 positions
#3TIAA Wealth Investment Management LLCActive
Notable overlap · 3 shared positions
$SE$AMAT$WFC
$13.1B
563 positions
#4Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$SE$PM$LOW$DE
$255M
70 positions
#5Pacific Wealth ManagementSmart money
Notable overlap · 3 shared positions
$SE$PSLV$ABT
$186M
20 positions
#6Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$MDLZ$WFC$EMR
$120M
84 positions
#7STAR Financial BankPassive
Some overlap · 3 shared positions
$SE$AMAT$WFC
$212M
104 positions
#8Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$SE$PM$C
$190M
80 positions
#9Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$PSLV$PM$IBM$CSX
$222M
73 positions
#10Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IBM$NEE
$278M
73 positions
#11Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$WFC$NEE
$253M
126 positions
#12Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$AMAT$MDLZ
$414M
128 positions
#13Bedminster, LLCActive
Some overlap · 3 shared positions
$SE$AMAT$LOW
$107M
53 positions
#14NorthStar Asset Management LLC /NJ/Active
Some overlap · 3 shared positions
$SE$PM$ADP
$207M
96 positions
#15Westshore Wealth, LLCActive
Some overlap · 4 shared positions
$SE$PM$AMAT$WFC
$285M
102 positions
#16SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SE$NEE$ABT
$595M
212 positions
#17Addison Capital CoPassive
Some overlap · 3 shared positions
$SE$PM$MDLZ
$562M
182 positions
#18Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$IBM$PFE$DE
$779M
297 positions
#19Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$SE$ADP$IBM$LOW
$253M
76 positions
#20Key FInancial IncPassive
Some overlap · 4 shared positions
$SE$ADP$PFE$ABT
$562M
1,394 positions
#21Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SE$AMAT$PFE$EMR
$337M
109 positions
#22Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SE$MDLZ$LOW
$214M
199 positions
#23SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 3 shared positions
$SE$NEE$PFE
$3.0B
126 positions
#24TrueNorth, Inc.Passive
Some overlap · 3 shared positions
$SE$AMAT$C
$1.0B
1,033 positions
#25ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$SE$AMAT$MDLZ
$324M
72 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.