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Hedge Funds Similar to Valued Wealth Advisors

13F Portfolio OverlapQ2 2026Valued Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Valued Wealth Advisors LLC is an institutional investor managing $275M across 913 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 Valued Wealth Advisors are GLOBALT Investments / GA, GHP Investment Advisors, Atlantic Edge Private Wealth, with shared positions in $STT, $UNP, $TXN, $KLAC, $TJX, $WM. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$STT$UNP$TXN$KLAC$TJX$WM
$2.9B
212 positions
#2GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$STT$TXN$TRV$KLAC$TJX
$2.7B
1,321 positions
#3Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$UNP$TRV$KLAC
$487M
628 positions
#4Midwest Capital Advisors, LLCActive
Some overlap · 5 shared positions
$STT$KLAC$TJX$UNP$WM
$246M
210 positions
#5FAS Wealth Partners, Inc.Passive
Some overlap · 4 shared positions
$STT$TXN$TRV$UNP
$1.9B
520 positions
#6True Vision MN LLC
Some overlap · 4 shared positions
$STT$UNP$TRV$GILD
$194M
98 positions
#7AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$STT$UNP$TXN$KLAC$WM
$1.2B
142 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$UNP$TXN
$108M
52 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$TXN$KLAC
$1.3B
99 positions
#10Longbow Finance SAPassive
Some overlap · 5 shared positions
$STT$TRV$KLAC$IBKR$TJX
$782M
59 positions
#11Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$STT$TXN$TJX
$242M
228 positions
#12AAFMAA Wealth Management & Trust LLCActive
Some overlap · 3 shared positions
$STT$UNP$WM
$291M
94 positions
#13Courage Miller Partners, LLCActive
Some overlap · 3 shared positions
$STT$UNP$TRV
$379M
94 positions
#14Montecito Bank & TrustPassive
Some overlap · 4 shared positions
$STT$KLAC$UNP$TJX
$660M
272 positions
#15J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$TXN$WM
$103M
102 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$STT$UNP$TJX$WM
$321M
107 positions
#17Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$TXN$WM
$986M
227 positions
#18Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$TXN$GILD
$1.5B
139 positions
#19MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$TXN$GILD
$3.7B
159 positions
#20MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$KLAC$TJX
$171M
73 positions
#21COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$TJX
$427M
162 positions
#22Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$KLAC$TJX
$1.8B
529 positions
#23ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$UNP$TXN
$323M
86 positions
#24INVENIO WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$STT$KLAC$GILD
$280M
87 positions
#25Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$UNP$TXN
$317M
1,220 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.