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 WEALTH MANAGERS

13F Portfolio OverlapQ3 2026VALLEY WEALTH MANAGERS portfolio →

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Most similar hedge funds by 13F overlap

VALLEY WEALTH MANAGERS, INC. is an institutional investor managing $1.8B across 345 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 VALLEY WEALTH MANAGERS are KWMG, AFFINITY INVESTMENT ADVISORS, Lifeworks Advisors, with shared positions in $STX, $GLW, $DAL, $ROST, $AMGN, $NFG. The full ranking of 25 similar funds is below.

#1KWMG, LLCPassive

Notable overlap · 7 shared positions

$STX $GLW $DAL $ROST $AMGN $NFG

$1.4B

155 positions

#2AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$DELL $STX $TPR $VZ $DAL $PFE

$197M

140 positions

#3Lifeworks Advisors, LLCPassive

Notable overlap · 5 shared positions

$STX $DELL $GLW $PFE $KR

$955M

337 positions

#4Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$DELL $GLW $HUBB $MS $PFE $HON

$258M

57 positions

#5Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$DELL $MS $TPR $CFG $ROST

$169M

77 positions

#6Steadtrust LLCPassive

Notable overlap · 3 shared positions

$STX $DELL $GLW

$198M

132 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$STX $AMGN $PFE $CRM $VZ

$116M

172 positions

#8Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$DELL $MET $VZ $PFE $CRM

$191M

70 positions

#9Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $AMGN $PFE $VZ $MET

$1.5B

139 positions

#10DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$DELL $MS $DAL $STX $CACI

$2.3B

170 positions

#11Jefferson Bridge Capital, LLCPassive

Notable overlap · 5 shared positions

$DELL $DAL $PFE $CRM $VZ

$115M

53 positions

#12Aull & Monroe Investment Management CorpPassive

Notable overlap · 4 shared positions

$STX $GLW $AMGN $VZ

$231M

125 positions

#13Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$DELL $STX $GLW

$334M

81 positions

#14Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$DELL $MS $TPR $PGR $TMUS

$248M

55 positions

#15Range Financial Group LLCPassive

Notable overlap · 4 shared positions

$STX $TPR $AMGN $VZ

$361M

207 positions

#16LAWOOD & COPassive

Notable overlap · 5 shared positions

$GLW $VZ $MS $MET $HON

$145M

94 positions

#17Stone Wealth PartnersActive

Notable overlap · 3 shared positions

$STX $GLW $DELL

$137M

63 positions

#18HARTLINE INVESTMENT CORP/Active

Notable overlap · 3 shared positions

$DELL $GLW $MS

$1.1B

115 positions

#19Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$STX $GLW $CFG $PFE

$500M

271 positions

#20Garner Asset Management CorpPassive

Notable overlap · 4 shared positions

$GLW $DELL $VZ $MS

$308M

169 positions

#21VMS Asset Management LimitedActive

Notable overlap · 3 shared positions

$STX $GLW $DELL

$264M

32 positions

#22Occidental Asset Management, LLCPassive

Notable overlap · 6 shared positions

$DELL $MS $HUBB $AMGN $COR $CRM

$1.0B

328 positions

#23VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$DELL $CFG $COR $TPR $DRI

$248M

158 positions

#24Graphene Investments SASPassive

Notable overlap · 5 shared positions

$MS $VRTX $PFE $CRM $TMUS

$185M

42 positions

#25Williamson Legacy Group, LLCPassive

Notable overlap · 3 shared positions

$STX $GLW $TPR

$201M

75 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.