How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Verdence Advisors

13F Portfolio OverlapQ3 2026Verdence Advisors portfolio →

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Most similar hedge funds by 13F overlap

Verdence Capital Advisors LLC is an institutional investor managing $2.4B across 758 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 Verdence Advisors are Cornerstone Investment Partners, EAGLE ROCK INVESTMENT COMPANY, PATTON ALBERTSON MILLER GROUP, with shared positions in $KLAC, $CB, $WRB, $URI, $CMI, $MCK. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive

Notable overlap · 13 shared positions

$KLAC $CB $WRB $URI $CMI $MCK

$3.0B

312 positions

#2EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 10 shared positions

$KLAC $CB $WRB $URI $CMI $MCK

$799M

156 positions

#3PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $URI $CMI $MCK $TMO

$994M

219 positions

#4Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $URI $CMI $MCK $TMO

$487M

628 positions

#5BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 5 shared positions

$KLAC $URI $MCK $BX $ASML

$1.5B

234 positions

#6TODD ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$KLAC $CB $URI $CMI

$5.6B

182 positions

#7Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$KLAC $CB $URI $MCK

$248M

55 positions

#8Jackson Wealth Management, LLCActive

Some overlap · 4 shared positions

$KLAC $URI $EVR $BX

$170M

86 positions

#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 4 shared positions

$KLAC $WRB $CMI $MCK

$405M

98 positions

#10Eley Financial Management, IncPassive

Some overlap · 4 shared positions

$KLAC $URI $CMI $MCK

$309M

72 positions

#11TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$KLAC $WRB $CMI $TTWO

$251M

122 positions

#12Morse Asset Management, IncPassive

Some overlap · 4 shared positions

$KLAC $URI $EVR $AZO

$604M

415 positions

#13KG&L Capital Management,LLCPassive

Some overlap · 5 shared positions

$KLAC $CMI $MCK $AZO $ASML

$163M

133 positions

#14Philadelphia Investment Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $MCK $BX

$161M

189 positions

#15Crestwood Advisors Group, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $BX $TMO

$6.7B

880 positions

#16PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$KLAC $CMI $MCK $TMO

$514M

167 positions

#17BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $URI $TMO $AZO

$8.2B

401 positions

#18Orange Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$KLAC $URI $TMO $AZO

$802M

137 positions

#19Stanley-Laman Group, Ltd.Passive

Some overlap · 4 shared positions

$KLAC $ONTO $TTWO $ASML

$915M

299 positions

#20KP Management LLCPassive

Some overlap · 4 shared positions

$KLAC $CMI $TMO $ASML

$532M

86 positions

#21OAK ASSOCIATES LTD /OH/Active

Some overlap · 4 shared positions

$KLAC $CB $ASML $MCK

$1.8B

139 positions

#22Tandem Wealth Advisors LLCActive

Some overlap · 4 shared positions

$KLAC $CB $TMO $AZO

$251M

48 positions

#23Legacy TrustPassive

Some overlap · 4 shared positions

$KLAC $URI $CMI $TTWO

$566M

210 positions

#24Castlefield Investment Partners LLPActive

Some overlap · 4 shared positions

$KLAC $CB $TMO $URI

$147M

35 positions

#25Gibraltar Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $FANG $TMO $ASML

$650M

125 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.