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Hedge Funds Similar to Values First Advisors

13F Portfolio OverlapQ2 2026Values First Advisors portfolio →
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Most similar hedge funds by 13F overlap

Values First Advisors, Inc. is an institutional investor managing $219M across 187 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 Values First Advisors are EVENTIDE ASSET, BROWN, Worthington Financial Partners, with shared positions in $XMTR, $GH, $TT, $ASML, $URI, $MPWR. The full ranking of 25 similar funds is below.

#1EVENTIDE ASSET MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$XMTR$GH$TT$ASML$URI$MPWR
$7.5B
301 positions
#2BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$XMTR$TECH$BMI$CGNX
$500M
54 positions
#3Worthington Financial Partners, LLCPassive
Some overlap · 5 shared positions
$APH$MPWR$ASML$URI$ODFL
$121M
99 positions
#4EQ LLCActive
Some overlap · 4 shared positions
$APH$MPWR$ASML$IAU
$407M
87 positions
#5JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$APH$ENSG$EXPD$GGG
$748M
68 positions
#6Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$EXPD$ASML$EOG$MCHP$CGNX
$336M
107 positions
#7FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$APH$TT$MCHP$GGG
$4.8B
92 positions
#8Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$APH$EXPD$TTC$GGG
$295M
65 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$LOW$ASML$IAU
$2.8B
151 positions
#10Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$XMTR$ASML$IAU$URI
$819M
339 positions
#11Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$APH$ASML$GGG$IAU
$251M
64 positions
#12Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$LOW$EXPD$ASML$MCHP
$220M
95 positions
#13Progressive Investment Management CorpActive
Some overlap · 4 shared positions
$APH$TT$ASML$URI
$454M
56 positions
#14NZS Capital, LLCActive
Some overlap · 4 shared positions
$APH$TT$URI$MPWR
$3.9B
61 positions
#15MAIRS & POWER INCActive
Some overlap · 4 shared positions
$TECH$TTC$GGG$CGNX
$10.9B
254 positions
#16DF DENT & CO INCPassive
Some overlap · 4 shared positions
$MPWR$TECH$ASML$APH
$5.3B
271 positions
#17GDS Wealth ManagementPassive
Some overlap · 3 shared positions
$APH$MPWR$TT
$2.1B
232 positions
#18Aristotle Atlantic Partners, LLCActive
Some overlap · 3 shared positions
$TECH$GH$TT
$2.4B
117 positions
#19Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$APH$TT$BMI
$1.2B
98 positions
#20GENEVA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TECH$LMAT$MPWR$DCI
$4.4B
119 positions
#21Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$LOW$ASML$EOG$ODFL
$390M
86 positions
#22SMA Capital LLCPassive
Some overlap · 3 shared positions
$APH$TT$CGNX
$238M
121 positions
#23Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$APH$TECH$EXPD$LOW
$8.4B
347 positions
#24RIVERBRIDGE PARTNERS LLCActive
Some overlap · 4 shared positions
$ENSG$LOPE$CGNX$TECH
$3.6B
198 positions
#2511 Capital Partners LPActive
Some overlap · 3 shared positions
$APH$TT$ASML
$368M
22 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.