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Hedge Funds Similar to Venture Visionary Partners

13F Portfolio OverlapQ3 2026Venture Visionary Partners portfolio →
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Most similar hedge funds by 13F overlap

Venture Visionary Partners LLC is an institutional investor managing $3.8B across 737 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 Venture Visionary Partners are Royal Fund, TICINO WEALTH, Trifecta Advisors, with shared positions in $CRWD, $VRT, $HOOD, $AMGN, $QCOM, $PSX. The full ranking of 25 similar funds is below.

#1Royal Fund Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$VRT$HOOD$AMGN$QCOM$PSX
$1.3B
286 positions
#2TICINO WEALTHPassive
Some overlap · 6 shared positions
$CRWD$BLK$AMGN$QCOM$MCD$PSX
$324M
136 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$BLK$AMGN
$808M
315 positions
#4LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$CRWD$VRT$BLK$AMGN$MCD
$155M
88 positions
#5Galaxy Digital Capital Management GP LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$MS$BLK$HOOD
$206M
67 positions
#6FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$VRT$RDDT$HOOD$QCOM$MCD
$153M
65 positions
#7SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$VRT$WELL$BLK$HOOD$CRWD
$5.7B
668 positions
#8SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$MS$BLK$QCOM$PSX
$674M
211 positions
#9Umpqua BankPassive
Some overlap · 5 shared positions
$CRWD$MS$BLK$MCD$PSX
$446M
165 positions
#10QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 5 shared positions
$CRWD$HOOD$VRT$MS$MCD
$194M
152 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$VRT$BLK$AMGN$RF$MCD
$1.4B
275 positions
#12Tripletail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$VRT$MS$QCOM$PSX$CRWD
$87M
278 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$RDDT$HOOD
$115M
89 positions
#14Quantum Private Wealth, LLCPassive
Some overlap · 4 shared positions
$POWL$CRWD$VRT$QCOM
$391M
164 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$MS$BLK$AMGN$QCOM$MCD
$1.8B
792 positions
#16JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$MS$BLK$AMGN$QCOM$MCD
$593M
122 positions
#17Somerset Trust CoPassive
Some overlap · 5 shared positions
$MS$BLK$AMGN$MCD$PSX
$354M
186 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$WELL$HOOD
$553M
119 positions
#19Sidoxia Capital Management, LLCPassive
Some overlap · 4 shared positions
$POWL$VRT$RDDT$AMGN
$136M
88 positions
#20WESTCO ADVISORY SERVICES INC /ADVActive
Some overlap · 5 shared positions
$MS$BLK$HOOD$AMGN$MCD
$166M
98 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BLK$AMGN$QCOM$MCD$PSX
$203M
58 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$MS$AMGN
$821M
245 positions
#23Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$VRT$BLK$AMGN
$606M
229 positions
#24HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$BLK$AMGN
$398M
197 positions
#25RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$CRWD$RDDT$BLK$HOOD
$141M
124 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.