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Hedge Funds Similar to Virginia Estate & Retirement Planning Advisors

13F Portfolio OverlapQ3 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 $79M across 225 U.S. equity positions as of Q3 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 Basepoint Wealth, Cobblestone Asset, Walser Wealth Company, A Ltd Liability, with shared positions in $PSLV, $PEP, $NEE, $D, $MO, $PM. The full ranking of 25 similar funds is below.

#1Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PSLV$PEP$NEE
$175M
632 positions
#2Cobblestone Asset Management LLCActive
Some overlap · 5 shared positions
$PSLV$D$MO$PM$CSX
$248M
77 positions
#3Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 4 shared positions
$YMM$PSLV$MO$C
$250M
217 positions
#4October Effect LtdActive
Some overlap · 4 shared positions
$PSLV$MO$PM$PEP
$98M
62 positions
#5Nalls Sherbakoff Group, LLCPassive
Some overlap · 3 shared positions
$PSLV$D$ADP
$141M
378 positions
#6Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$YMM$MO$C
$414M
723 positions
#7HOLLENCREST SECURITIES LLCPassive
Some overlap · 3 shared positions
$PSLV$MO$PM
$1.5B
1,229 positions
#8SMART Wealth LLCPassive
Some overlap · 3 shared positions
$PSLV$YMM$C
$464M
222 positions
#9Sound Financial Strategies Group, LLCActive
Some overlap · 3 shared positions
$YMM$PEP$NEE
$157M
121 positions
#10Parkside Investments, LLCActive
Slight overlap · 3 shared positions
$YMM$C$NEE
$879M
95 positions
#11Paradigm Capital Management, LLC/NVActive
Slight overlap · 5 shared positions
$D$MO$PM$PFE$WFC
$116M
65 positions
#12Blue Capital, Inc.Passive
Slight overlap · 5 shared positions
$D$MO$PM$C$CSX
$161M
136 positions
#13Campbell Deegan Wealth Management, LLCSmart money
Slight overlap · 5 shared positions
$D$MO$PM$PEP$NEE
$141M
56 positions
#14RAHLFS CAPITAL, LLCPassive
Slight overlap · 5 shared positions
$MO$D$PM$PFE$PEP
$150M
89 positions
#15Plan Group Financial, LLCPassive
Slight overlap · 4 shared positions
$D$MO$PM$PFE
$510M
228 positions
#16Juno Financial Group LLCActive
Slight overlap · 4 shared positions
$D$MO$PM$PEP
$282M
73 positions
#17Graver Capital Management, LLCSmart money
Slight overlap · 4 shared positions
$D$MO$PM$PEP
$140M
26 positions
#18Main Street Group, LTDActive
Slight overlap · 4 shared positions
$D$MO$PM$PEP
$429M
863 positions
#19Claris Financial LLC
Slight overlap · 4 shared positions
$D$MO$PM$NEE
$183M
177 positions
#20Hilton Head Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$D$MO$PM$NEE
$185M
877 positions
#21Sharp Financial Services, LLCActive
Slight overlap · 4 shared positions
$D$MO$PM$PFE
$216M
127 positions
#22Smith Partners Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MO$DKS$PM$CSX
$126M
73 positions
#23Canal Insurance COActive
Slight overlap · 4 shared positions
$AXON$D$PFE$ENB
$426M
73 positions
#24McBroom & Associates, LLCActive
Slight overlap · 3 shared positions
$AXON$DKS$PM
$199M
37 positions
#25Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$D$MO$PM
$1.2B
127 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.