How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Vertrix Wealth ,

13F Portfolio OverlapQ1 2026Vertrix Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Vertrix Wealth Management, LLC is an institutional investor managing $297M across 103 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 Vertrix Wealth , are Greystone Financial Group,, Stokes Advisors,, Brentview Investment, with shared positions in $SNOW, $SNPS, $LOW, $AMGN, $LIN, $MS. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Substantial overlap · 21 shared positions

$SNOW $SNPS $LOW $AMGN $LIN $MS

$353M

78 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$AXP $LMT $LIN $TJX $MS $IBM

$446M

104 positions

#3Brentview Investment Management LLCPassive

Notable overlap · 8 shared positions

$LOW $LIN $MS $TJX $WM $MCK

$231M

63 positions

#4Capital Wealth Planning, LLCActive

Notable overlap · 8 shared positions

$AMGN $AXP $DUK $TJX $IBM $MCD

$18.1B

151 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $MS $__PARK_1390777 $LMT $LOW $MDT

$1.1B

105 positions

#6Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$LOW $LMT $SPG $AMGN $DUK $IBM

$780M

82 positions

#7BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 10 shared positions

$AMGN $LMT $DUK $MCD $MDT $KO

$480M

133 positions

#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$AXP $DUK $SPG $WM $MCK $IBM

$192M

113 positions

#9Roxbury Financial LLCPassive

Notable overlap · 9 shared positions

$LMT $LOW $MCK $DUK $IBM $MCD

$126M

410 positions

#10Yoffe Investment Management, LLCPassive

Notable overlap · 9 shared positions

$__PARK_1390777 $SNPS $IBM $AXP $MCD $KO

$78M

111 positions

#11Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$LOW $TJX $MCK $MDT $KO $TMO

$336M

46 positions

#12HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$AMGN $__PARK_1390777 $LMT $DUK $MCD $KO

$351M

81 positions

#13LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$LMT $EMR $IBM $MCD $KO $LOW

$533M

126 positions

#14Family Legacy, Inc.Passive

Notable overlap · 8 shared positions

$DUK $LOW $LMT $AMGN $SNOW $KO

$333M

124 positions

#15Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$MS $LMT $AMGN $TJX $WM $MCD

$162M

77 positions

#16CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$LIN $TJX $LOW $DUK $MS $KO

$1.1B

149 positions

#17OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$DUK $__PARK_1390777 $LMT $MS $IBM $HON

$193M

108 positions

#18Focused Investors LLCActive

Notable overlap · 6 shared positions

$LOW $MS $AXP $LMT $TJX $MCD

$3.1B

22 positions

#19Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$AMGN $EMR $IBM $WM $MCD $LMT

$245M

98 positions

#20Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$LIN $AXP $EMR $MCD $KO $TMO

$583M

140 positions

#21Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $LOW $AXP $LMT $TJX $KO

$200M

53 positions

#22Atlas Wealth LLCPassive

Notable overlap · 8 shared positions

$MS $LMT $IBM $WM $MCD $AMGN

$334M

115 positions

#23Carl P. Sherr & Co., LLCPassive

Notable overlap · 8 shared positions

$SNOW $AXP $IBM $TJX $MCD $AMGN

$213M

124 positions

#24WOLFF WIESE MAGANA LLCPassive

Notable overlap · 8 shared positions

$AMGN $AXP $MS $DUK $KO $MDT

$181M

983 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $DUK $IBM $MCD $MDT $KO

$220M

148 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.