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Hedge Funds Similar to Valeo Financial Advisors

13F Portfolio OverlapQ2 2026Valeo Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Valeo Financial Advisors, LLC is an institutional investor managing $4.7B across 838 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 Valeo Financial Advisors are First Pacific Financial, OLD SECOND NATIONAL BANK OF AURORA, River Street Advisors, with shared positions in $PLD, $CRWD, $CMI, $DOV. The full ranking of 4 similar funds is below.

#1First Pacific FinancialPassive
Slight overlap · 3 shared positions
$PLD$CRWD$CMI
$839M
510 positions
#2OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$PLD$DOV$CMI
$530M
275 positions
#3River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$PLD$DOV$CMI
$340M
177 positions
#4Seven Springs Wealth Group, LLCActive
Slight overlap · 3 shared positions
$DOV$CRWD$CMI
$458M
85 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.