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 Sarver Vrooman Wealth Advisors

13F Portfolio OverlapQ3 2026Sarver Vrooman Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Sarver Vrooman Wealth Advisors is an institutional investor managing $170M across 142 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 Sarver Vrooman Wealth Advisors are CONNING, UNITED BANK, Weaver C. Barksdale & Associates, with shared positions in $GD, $BNY, $AMGN, $GILD, $BLK, $MCD. The full ranking of 25 similar funds is below.

#1CONNING INC.Passive

Some overlap · 10 shared positions

$GD $BNY $AMGN $GILD $BLK $MCD

$3.3B

327 positions

#2UNITED BANKActive

Some overlap · 9 shared positions

$GD $AMGN $GILD $BLK $WM $MCD

$853M

130 positions

#3Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 9 shared positions

$GD $AMGN $PSX $GILD $ADP $ITW

$111M

62 positions

#4Exeter Financial, LLCPassive

Some overlap · 9 shared positions

$GD $AMGN $PSX $WM $MCD $ADP

$265M

100 positions

#5Somerset Trust CoPassive

Some overlap · 8 shared positions

$GD $AMGN $PSX $BLK $MCD $ADP

$354M

186 positions

#6BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$GD $AMGN $PSX $BLK $MCD $ADP

$346M

113 positions

#7WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 8 shared positions

$GD $AMGN $PSX $BLK $WM $MCD

$390M

103 positions

#8Verity & Verity, LLCActive

Some overlap · 8 shared positions

$DELL $AMGN $PSX $OKE $GILD $STT

$1.5B

139 positions

#9STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 7 shared positions

$GD $AMGN $CTVA $BLK $ITW $DOV

$589M

181 positions

#10Visionary Wealth AdvisorsPassive

Some overlap · 8 shared positions

$BNY $AMGN $PSX $MCD $NEE $QCOM

$2.5B

666 positions

#11McKinley Carter Wealth Services, Inc.Active

Some overlap · 6 shared positions

$GD $BNY $DELL $WM $DOV $LMT

$2.0B

323 positions

#12Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$GD $BNY $GILD $ADP $MO $LMT

$161M

62 positions

#13MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$GD $AMGN $PSX $BLK $WM $MCD

$277M

147 positions

#14Harvest Investment Advisors, LLCActive

Some overlap · 7 shared positions

$GD $AMGN $GILD $BLK $STT $QCOM

$202M

58 positions

#15Miramar Capital, LLCPassive

Some overlap · 7 shared positions

$GD $OKE $BLK $WM $MCD $QCOM

$455M

57 positions

#16DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$GD $BNY $AMGN $MCD $QCOM

$206M

105 positions

#17Davis Capital ManagementPassive

Some overlap · 6 shared positions

$BNY $GD $AMGN $ITW $QCOM $LMT

$167M

1,175 positions

#18REXFORD CAPITAL INCPassive

Some overlap · 7 shared positions

$GD $BNY $AMGN $WM $MCD $QCOM

$163M

301 positions

#19BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 7 shared positions

$BNY $AMGN $OKE $MCD $NEE $QCOM

$405M

98 positions

#20CHRISTINE MESSMER PCActive

Some overlap · 7 shared positions

$GD $AMGN $OKE $NEE $QCOM $URI

$177M

86 positions

#21Delta Accumulation, LLCActive

Some overlap · 7 shared positions

$BNY $GD $BLK $STT $ADP $LMT

$2.5B

156 positions

#22Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$GD $AMGN $PSX $BLK $NEE $LMT

$631M

271 positions

#23SMITH CHAS P & ASSOCIATES PA CPASActive

Some overlap · 7 shared positions

$GD $AMGN $MCD $ADP $ITW $LMT

$2.0B

194 positions

#24American State Bank (Iowa)Passive

Some overlap · 6 shared positions

$GD $DELL $AMGN $GILD $WM $MCD

$247M

139 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$BNY $GD $WM $MCD $NEE $LMT

$327M

94 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.