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Hedge Funds Similar to Valtinson Bruner Financial Planning

13F Portfolio OverlapQ2 2026Valtinson Bruner Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Valtinson Bruner Financial Planning LLC is an institutional investor managing $399M across 189 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 Valtinson Bruner Financial Planning are Vermillion Wealth, LIFELONG WEALTH ADVISORS, Robinson Value , Ltd., with shared positions in $XEL, $WFC, $ECL, $GLDM, $MDT, $STX. The full ranking of 25 similar funds is below.

#1Vermillion Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$XEL$WFC$ECL$GLDM$MDT$STX
$427M
1,545 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 6 shared positions
$GLDM$XEL$STX$TGT$WFC$OTTR
$426M
99 positions
#3Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$WFC$MDT$TGT$SLV
$187M
75 positions
#4EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$WFC$MDT$TGT$TRV
$5.2B
76 positions
#5DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$WFC$HON$HONA$ECL
$1.2B
599 positions
#6Great Waters Wealth ManagementSmart money
Some overlap · 6 shared positions
$MDT$HON$XEL$ECL$MCK$TRV
$1.1B
127 positions
#7MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 4 shared positions
$MDT$HON$HONA$GLDM
$875M
51 positions
#8Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$XEL$WFC$GGG$MDT$ECL$STX
$122M
352 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WFC$MDT$WEC
$233M
122 positions
#10TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$MDT$WEC
$143M
104 positions
#11Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WFC$MDT$TGT
$797M
110 positions
#12Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$WFC$HON$HONA$MCK
$362M
116 positions
#13ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$WFC$MDT$MCK
$1.5B
282 positions
#14St. James Investment Company, LLCActive
Some overlap · 4 shared positions
$MDT$HON$HONA$TRV
$630M
24 positions
#15Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$MDT$HON$HONA$SYK
$248M
30 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$WFC$MDT$TGT
$530M
92 positions
#17HighMark Wealth Management LLCActive
Some overlap · 5 shared positions
$WFC$XEL$ECL$TRV$TGT
$299M
565 positions
#18Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$MDT$ECL$TGT
$172M
134 positions
#19CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$WFC$MDT$TGT$TRV
$1.5B
184 positions
#20Sicart Associates LLCActive
Some overlap · 3 shared positions
$WFC$MDT$SLV
$408M
74 positions
#21Clayton Partners LLCPassive
Some overlap · 3 shared positions
$WFC$HON$HONA
$152M
44 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MDT$WFC$TGT
$1.2B
106 positions
#23Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$XEL$WFC$ECL
$47.7B
212 positions
#24Brown Financial AdvisorsPassive
Some overlap · 4 shared positions
$GLDM$MDT$TGT$ECL
$286M
212 positions
#25Randolph Co IncActive
Some overlap · 4 shared positions
$MDT$HON$HONA$TRV
$1.2B
47 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.