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 VALLEY FORGE INVESTMENT CONSULTANTS ADV

13F Portfolio OverlapQ1 2026VALLEY FORGE INVESTMENT CONSULTANTS ADV portfolio →

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Most similar hedge funds by 13F overlap

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV is an institutional investor managing $334M across 83 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 VALLEY FORGE INVESTMENT CONSULTANTS ADV are Excelsior Advisor Network, SONATA GROUP, Cornerstone Financial, with shared positions in $HUM, $KKR, $DDOG, $LMT, $DOV, $IAU. The full ranking of 25 similar funds is below.

#1Excelsior Advisor Network LLCPassive

Slight overlap · 7 shared positions

$HUM $KKR $DDOG $LMT $DOV $IAU

$263M

226 positions

#2SONATA CAPITAL GROUP INCPassive

Slight overlap · 7 shared positions

$HUM $KKR $DDOG $CTVA $SSL $SNOW

$271M

123 positions

#3Cornerstone Financial Management LLCPassive

Slight overlap · 7 shared positions

$HUM $KKR $DDOG $LMT $DOV $SNOW

$109M

1,311 positions

#4C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 7 shared positions

$HUM $KKR $DDOG $DOV $SNOW $GLW

$214M

483 positions

#5Cascade Financial Partners, LLCActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $HSY $USB

$970M

263 positions

#6HANOVER ADVISORS INCActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $HSY $SNOW

$246M

118 positions

#7Stokes Family Office, LLCPassive

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $DOV $IAU $LRCX

$969M

276 positions

#8O'ROURKE & COMPANY, IncPassive

Slight overlap · 7 shared positions

$HUM $KKR $DDOG $HSY $SNOW $SLV

$253M

171 positions

#9Capital Advisors Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $IAU $SNOW $USB

$745M

219 positions

#10TBH Global Asset Management, LLCPassive

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $IAU $SNOW $USB

$497M

245 positions

#11Forum Private Client Group LLCActive

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $IAU $SNOW $USB

$300M

80 positions

#12Seneca Financial Advisors LLCActive

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $PAYX $SNOW $USB

$341M

64 positions

#13PFG AdvisorsPassive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $GLTR $SNOW

$2.1B

788 positions

#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Slight overlap · 6 shared positions

$HUM $KKR $DDOG $IAU $GSAT $USB

$1.6B

236 positions

#15Graves-Light Private Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $CTVA $DOV

$961M

197 positions

#16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $CTVA $DOV

$648M

134 positions

#17VSM Wealth Advisory, LLCPassive

Slight overlap · 7 shared positions

$KKR $DDOG $HUM $HSY $LMT $DOV

$335M

505 positions

#18CHRISTINE MESSMER PCActive

Slight overlap · 6 shared positions

$KKR $HUM $DDOG $HSY $LMT $SNOW

$156M

80 positions

#19LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $DOV $IAU

$595M

360 positions

#20Wheelhouse Advisory Group LLCActive

Slight overlap · 6 shared positions

$HUM $DDOG $HSY $KKR $SNOW $USB

$302M

51 positions

#21Compass Financial Group, INC/SDActive

Slight overlap · 8 shared positions

$HUM $DDOG $KKR $DOV $HSY $SNOW

$715M

105 positions

#22Vanguard National Trust CoActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $DOV $SNOW

$1.6B

751 positions

#23Breakwater Investment ManagementPassive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $DOV $SNOW

$269M

506 positions

#24Ariston Services GroupActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $IAU $SNOW

$167M

71 positions

#25Donalies Financial Planning, LLCActive

Slight overlap · 5 shared positions

$HUM $KKR $DDOG $IAU $SNOW

$117M

74 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.