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 OverlapQ1 2026VALLEY WEALTH MANAGERS, portfolio →

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Most similar hedge funds by 13F overlap

VALLEY WEALTH MANAGERS, INC. is an institutional investor managing $1.6B across 316 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 WEALTH MANAGERS, are Werlinich Asset ,, OmniStar Financial Group,, Retireful,, with shared positions in $GLW, $HUBB, $DELL, $MS, $HON, $PFE. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

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

$206M

56 positions

#2OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$HON $MS $GLW $STWD $DRI $KR

$193M

108 positions

#3Retireful, LLCPassive

Notable overlap · 6 shared positions

$GLW $TPR $HON $DELL $ROST $STX

$71M

84 positions

#4EDMP, INC.Passive

Notable overlap · 6 shared positions

$VZ $AMGN $COR $NFG $CI $AIZ

$124M

71 positions

#5Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$VZ $DELL $PFE $HON $MET

$127M

60 positions

#6VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 7 shared positions

$COR $KR $DELL $CFG $VZ $HON

$378M

169 positions

#7Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$VZ $DELL $PFE $AMGN $MET

$1.3B

138 positions

#8AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$STX $TPR $VZ $DAL $PFE $MS

$160M

137 positions

#9Range Financial Group LLCPassive

Notable overlap · 5 shared positions

$STX $TPR $VZ $AMGN $COR

$298M

190 positions

#10CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$GLW $VZ $PFE $HON

$1.4B

80 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$GLW $VZ $AMGN $HON $COR

$480M

133 positions

#12KWMG, LLCActive

Notable overlap · 7 shared positions

$STX $GLW $ROST $NFG $DAL $KR

$1.2B

147 positions

#13Nexus Investment Management ULCActive

Notable overlap · 7 shared positions

$MS $ROST $PFE $HON $GLW $KR

$715M

70 positions

#14Old Port AdvisorsPassive

Some overlap · 5 shared positions

$GLW $STX $GSAT $PFE $NFG

$434M

239 positions

#15CORRADO ADVISORS, LLCPassive

Some overlap · 4 shared positions

$GLW $VZ $DRI $STWD

$192M

115 positions

#16Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 4 shared positions

$GLW $VZ $HAS $PFE

$302M

93 positions

#17Buck Wealth Strategies, LLCActive

Some overlap · 5 shared positions

$VZ $MS $KR $AMGN $DELL

$810M

166 positions

#18MEYER HANDELMAN COActive

Some overlap · 5 shared positions

$VZ $HON $GLW $AMGN $PFE

$3.2B

220 positions

#19UNITED BANKActive

Some overlap · 4 shared positions

$GLW $HUBB $AMGN $HON

$781M

121 positions

#20U S WEALTH GROUP, LLC.

Some overlap · 5 shared positions

$PFE $HON $AMGN $VZ $DELL

$152M

43 positions

#21Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$VZ $STX $PFE $AMGN

$223M

109 positions

#22CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$GLW $AMGN $HON $STWD

$1.3B

118 positions

#23Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$VZ $AMGN $HAS $TPR $DRI

$240M

278 positions

#24DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 5 shared positions

$HON $VRTX $TMUS $PGR $CI

$2.0B

120 positions

#25Palouse Capital Management, Inc.Passive

Some overlap · 4 shared positions

$VZ $DELL $PFE $HON

$151M

135 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.