What hedge funds are most similar to Vertrix Wealth Management, LLC?

The funds with the most similar 13F portfolios to Vertrix Wealth Management, LLC are Greystone Financial Group, HALL, Focused Investors, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ3 2026Vertrix Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vertrix Wealth Management, LLC is an institutional investor managing $292M across 99 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 Vertrix Wealth are Greystone Financial Group, HALL, Focused Investors, with shared positions in $AMGN, $LIN, $MS, $BNY, $DUK, $SPG. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Substantial overlap · 17 shared positions

$AMGN $LIN $MS $BNY $DUK $SPG

$360M

73 positions

#2HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 10 shared positions

$WM $DUK $LMT $MCD $TJX $AXP

$321M

107 positions

#3Focused Investors LLCActive

Notable overlap · 6 shared positions

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

$3.0B

23 positions

#4LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$AXP $SPG $WM $DUK $MCK $CRWD

$213M

124 positions

#5Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

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

$253M

63 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$AMGN $MS $BNY $LOW $LMT $SBUX

$1.2B

100 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $TJX $MS $LIN $LMT $MCD

$455M

118 positions

#8HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$AMGN $BNY $LMT $MCD $DUK $ABT

$363M

92 positions

#9Michael Brady & Co., LLCActive

Notable overlap · 9 shared positions

$WM $AXP $TJX $EMR $ABT $MCD

$110M

55 positions

#10Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$SPG $LOW $AMGN $LMT $DUK $MCD

$817M

89 positions

#11LYNCH & ASSOCIATES/INPassive

Notable overlap · 10 shared positions

$EMR $LMT $MCD $LOW $TJX $ABT

$699M

128 positions

#12Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$LOW $TJX $DUK $MCD $SPG $AMGN

$334M

127 positions

#13Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$AXP $CVS $LIN $LMT $WM $EMR

$113M

87 positions

#14BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$BNY $LIN $MCD $DUK $LMT $LOW

$453M

121 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$LOW $LMT $WM $AMGN $MCD $HON

$529M

75 positions

#16Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$EMR $AMGN $CVS $MCD $WM $LIN

$265M

100 positions

#17Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $LOW $LIN $MCD $ABT $EMR

$354M

186 positions

#18Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$AXP $AMGN $TJX $DUK $MCD

$20.0B

154 positions

#19Bull Street Advisors, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TJX $AXP $EMR $DUK $MS

$221M

92 positions

#20BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$WM $EMR $LMT $MCD $LOW $ABT

$2.5B

270 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$MS $BNY $DUK $LMT $ABT

$161M

62 positions

#22Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$AMGN $LOW $LMT $MCK $HON $HONA

$181M

50 positions

#23Stillwater Wealth Management Group

Notable overlap · 7 shared positions

$LMT $AMGN $WM $TJX $MCD $ABT

$187M

70 positions

#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $AMGN $LOW $ABT $DUK

$8.0B

1,334 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$DUK $CVS $MS $LMT $AMGN $SBUX

$1.3B

58 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.