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 Foster Victor Wealth Advisors

13F Portfolio OverlapQ2 2026Foster Victor Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Foster Victor Wealth Advisors, LLC is an institutional investor managing $1.9B across 254 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Foster Victor Wealth Advisors are Catherine Avery Investment, Peloton Wealth Strategists, VAUGHAN & SECURITIES, with shared positions in $OKE, $AMGN, $C, $PFE, $FCX, $CRM. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$OKE $AMGN $C $PFE $FCX $CRM

$229M

166 positions

#2Peloton Wealth StrategistsPassive

Some overlap · 6 shared positions

$AMGN $EMR $GRMN $C $FCX $STE

$271M

91 positions

#3VAUGHAN & Co SECURITIES, INC.Smart money

Some overlap · 5 shared positions

$VLO $OKE $PM $GSK $PFE

$214M

61 positions

#4Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$PM $GSK $PFE $QCOM $LMT $DELL

$259M

118 positions

#5Landmark Wealth Management, LLCActive

Some overlap · 6 shared positions

$EMR $C $FCX $CARR $LMT $PFE

$418M

151 positions

#6WESTBOURNE INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$C $PFE $QCOM $CARR $ENB $DELL

$245M

149 positions

#7Visionary Wealth AdvisorsPassive

Some overlap · 6 shared positions

$EMR $QCOM $ORLY $AMGN $LMT $GSK

$2.5B

666 positions

#8Hudson Value Partners, LLCPassive

Some overlap · 5 shared positions

$OKE $AMGN $CP $QCOM $DELL

$399M

113 positions

#9Verity & Verity, LLCActive

Some overlap · 5 shared positions

$OKE $AMGN $PFE $DELL $ENB

$1.5B

138 positions

#10Lipe & DaltonPassive

Some overlap · 5 shared positions

$OKE $EMR $MAS $AMGN $LMT

$215M

94 positions

#11HOURGLASS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$PM $GSK $C $PFE $FCX

$508M

127 positions

#12Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$OKE $C $PFE $QCOM $DELL

$160M

124 positions

#13Canal Insurance COActive

Some overlap · 6 shared positions

$PFE $FCX $DELL $LMT $ENB $CP

$456M

76 positions

#14WP Advisors, LLCActive

Some overlap · 8 shared positions

$VLO $PFE $CRM $OKE $DELL $QCOM

$413M

119 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PM $OKE $C $FCX $ENB

$296M

134 positions

#16SWP Investment Management LLCPassive

Some overlap · 5 shared positions

$PM $EMR $C $FCX $ENB

$145M

43 positions

#17BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$PM $EMR $C $FCX $ENB

$171M

116 positions

#18Summit Financial Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$VLO $GRMN $LMT $OKE $PFE $PM

$782M

225 positions

#19Columbus Macro, LLCPassive

Some overlap · 5 shared positions

$OKE $AMGN $QCOM $ENB $LMT

$1.0B

207 positions

#20Massachusetts Wealth ManagementPassive

Some overlap · 5 shared positions

$EMR $C $PFE $FCX $AMGN

$262M

98 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$AMGN $PM $QCOM $LMT $EMR

$515M

142 positions

#22Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $EMR $DELL $PFE $ENB

$347M

138 positions

#23Fortune Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PM $GRMN $STE $ORLY $LMT

$234M

163 positions

#24BankPlus Trust DepartmentActive

Some overlap · 5 shared positions

$AMGN $VLO $C $LMT $OKE

$428M

470 positions

#25Tufton Capital ManagementPassive

Some overlap · 5 shared positions

$EMR $PM $QCOM $CARR $LMT

$596M

127 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.