13F Pro

Hedge Funds Similar to Vann Equity

13F Portfolio OverlapQ3 2026Vann Equity portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Vann Equity Management LLC is an institutional investor managing $168M across 174 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 Vann Equity are Donoghue Forlines, Markin Volterra Fund, Retireful, with shared positions in $WDC, $SNDK, $MS, $CRWD, $MET, $MRVL. The full ranking of 25 similar funds is below.

#1Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$WDC$SNDK$MS$CRWD$MET$MRVL
$387M
114 positions
#2Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$WDC$SNDK$CRWD$MRVL$PLTR$ANET
$147M
69 positions
#3Retireful, LLCPassive
Some overlap · 6 shared positions
$WDC$SNDK$CRWD$MRVL$CMI$ANET
$116M
86 positions
#4Cache Advisors, LLCActive
Some overlap · 6 shared positions
$WDC$SNDK$MRVL$CRWD$PLTR$ANET
$1.6B
162 positions
#5STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$WDC$SNDK$MS$MRVL$NEE
$417M
213 positions
#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$WDC$NEE$CRWD$MRVL$CB
$409M
182 positions
#7Concord Asset Management, LLC/VAPassive
Some overlap · 5 shared positions
$MS$NEE$MRVL$GWW$COP
$646M
126 positions
#8Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$ANET
$42.4B
245 positions
#9Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$WDC$SNDK$CRWD$PLTR$CMI
$251M
74 positions
#10TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$WDC$MS$NEE$MET
$413M
189 positions
#11Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$NEE$CRWD$CB$ANET
$345M
111 positions
#12Westwind CapitalPassive
Some overlap · 5 shared positions
$MS$NEE$PLTR$WDC$SNDK
$426M
87 positions
#13LGT Fund Management Co Ltd.Passive
Some overlap · 6 shared positions
$WDC$CRWD$NEE$ANET$CB$MRVL
$2.4B
235 positions
#14TI-TRUST, INCPassive
Some overlap · 4 shared positions
$WDC$SNDK$NEE$GWW
$181M
134 positions
#15SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$NEE$PLTR$CMI
$674M
211 positions
#16Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$MRVL
$1.8B
43 positions
#17VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$MRVL
$264M
32 positions
#18WIN ADVISORS, INCActive
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$MRVL
$281M
75 positions
#19Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$MRVL
$132M
45 positions
#20PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$WAB
$389M
77 positions
#21Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$SNDK$CRWD$MRVL$PLTR$ANET
$228M
70 positions
#22EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MS$NEE$MET$COP
$1.3B
58 positions
#23LAWOOD & COPassive
Some overlap · 4 shared positions
$MS$NEE$MET$COP
$145M
94 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$WDC$SNDK$CRWD$PLTR
$188M
427 positions
#25Evansbrook LLCActive
Some overlap · 5 shared positions
$MS$CRWD$NEE$CB$ANET
$171M
126 positions

Compare Vann Equity’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Vann Equity’s holdings

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.