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Hedge Funds Similar to INVESTMENT /VA

13F Portfolio OverlapQ2 2026INVESTMENT /VA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

INVESTMENT MANAGEMENT CORP /VA/ /ADV is an institutional investor managing $120M across 50 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 INVESTMENT /VA are AMG National Bank, Eley Financial, Avalon Global Asset, with shared positions in $LOW, $IAU, $SLV, $URI, $VZ, $CRWD. The full ranking of 25 similar funds is below.

#1AMG National Trust BankActive
Some overlap · 3 shared positions
$LOW$IAU$SLV
$4.9B
444 positions
#2Eley Financial Management, IncPassive
Some overlap · 3 shared positions
$LOW$URI$VZ
$309M
72 positions
#3Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$LOW$CRWD$URI
$917M
38 positions
#4Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$LOW$URI$GD$VZ
$1.5B
188 positions
#5Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$LOW$URI$GD
$366M
76 positions
#6Asio Capital, LLCActive
Some overlap · 4 shared positions
$CRWD$COF$LOW$CRH
$781M
109 positions
#7Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$URI
$131M
63 positions
#8BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 4 shared positions
$COF$LOW$URI$CRWD
$793M
105 positions
#9BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$LOW$GD$VZ
$235M
33 positions
#10Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$LOW$CRWD$VZ
$147M
126 positions
#11SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$URI$CRWD$LOW$IAU
$2.1B
218 positions
#12Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$LOW$GD$IAU
$474M
110 positions
#13Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$COF$LOW$GD$VZ
$47.7B
212 positions
#14Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$CRWD$URI$CRH
$508M
84 positions
#15JBF Capital, Inc.Active
Some overlap · 4 shared positions
$LOW$URI$CRH$COF
$764M
100 positions
#16DUNCKER STREETT & CO INCPassive
Some overlap · 4 shared positions
$CRWD$LOW$URI$AME
$591M
521 positions
#17Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$URI$IAU$SLV
$819M
339 positions
#18Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$URI$VZ
$125M
312 positions
#19Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$LOW$CRWD$CTAS
$646M
152 positions
#20Palmer Knight CoPassive
Some overlap · 3 shared positions
$COF$AME$CTAS
$260M
36 positions
#21OMC Financial Services LTDActive
Some overlap · 3 shared positions
$CRWD$LOW$GD
$302M
61 positions
#22Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$IAU$TOST
$228M
110 positions
#23RKL Wealth Management LLCActive
Some overlap · 3 shared positions
$CRWD$URI$GD
$1.3B
189 positions
#24Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$URI$CRWD$GD
$495M
200 positions
#25Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$LOW$CTAS$IAU$SLV
$145M
99 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.