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Hedge Funds Similar to Vericrest Private Wealth

13F Portfolio OverlapQ2 2026Vericrest Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Vericrest Private Wealth is an institutional investor managing $112M across 44 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 Vericrest Private Wealth are Shulman DeMeo Asset, with shared positions in $DELL, $ED, $MRVL. The full ranking of 1 similar funds is below.

#1Shulman DeMeo Asset Management LLCSmart money
Slight overlap · 3 shared positions
$DELL$ED$MRVL
$535M
146 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.