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Hedge Funds Similar to Verity Asset

13F Portfolio OverlapQ2 2026Verity Asset portfolio →
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Most similar hedge funds by 13F overlap

Verity Asset Management, Inc. is an institutional investor managing $264M across 223 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 Verity Asset are DIVIDEND ASSETS, Adams Asset Advisors, Aegis Wealth, with shared positions in $EPD, $AMGN, $HEI, $TXN, $OXY, $BMY. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$EPD$AMGN$HEI$TXN
$517M
137 positions
#2Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$AMGN$OXY$BMY
$882M
88 positions
#3Aegis Wealth Management LLCPassive
Some overlap · 6 shared positions
$AMGN$PM$MP$TXN$DUK$GSK
$213M
160 positions
#4Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$PM$BMY$TXN$LMT
$255M
278 positions
#5Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$AMGN$BMY$TXN$LMT$DUK$GILD
$683M
277 positions
#6ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 5 shared positions
$EPD$PM$TXN$SPCX$LMT
$236M
36 positions
#7Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$AMGN$HEI$PM$TXN
$754M
41 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$AMGN$BMY$TXN$LMT$DUK$GILD
$1.3B
58 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 6 shared positions
$EPD$IAU$AMGN$PM$TXN$DUK
$212M
171 positions
#10PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$EPD$BMY$TXN$LMT$AMGN
$1.1B
79 positions
#11Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$DVN$BMY$GILD
$274M
58 positions
#12BERNZOTT CAPITAL ADVISORSActive
Some overlap · 3 shared positions
$HALO$DVN$MP
$250M
35 positions
#13Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$EPD$PM$BMY$LMT$GSK
$259M
118 positions
#14UNITED BANKActive
Some overlap · 5 shared positions
$AMGN$UBSI$TXN$LMT$GILD
$853M
130 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$AMGN$BMY$IAU$TXN$LMT
$155M
107 positions
#16Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$EPD$RGLD$PHYS$LMT
$181M
90 positions
#17Integras Partners LLCPassive
Some overlap · 5 shared positions
$AMGN$BMY$LMT$DUK$GILD
$181M
100 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$IAU$LMT$GSK$DUK
$723M
260 positions
#19CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$DVN$PM$BMY$TXN$DUK
$1.5B
184 positions
#20Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$EPD$AMGN$BMY$DUK
$609M
182 positions
#21Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$EPD$TXN$LMT$DUK$GILD
$398M
113 positions
#22First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$AMGN$FAST$PM$LMT
$1.4B
73 positions
#23Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$DVN$PM$LMT$GSK$GILD
$526M
89 positions
#24Cypress Capital Management LLC (WY)Active
Some overlap · 5 shared positions
$HEI$PM$MP$PHYS$EPD
$120M
213 positions
#25R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$EPD$AMGN$PM
$133M
47 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.