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Hedge Funds Similar to VERITY Wealth Advisors

13F Portfolio OverlapQ2 2026VERITY Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

VERITY Wealth Advisors is an institutional investor managing $166M across 81 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 Wealth Advisors are GODSEY & GIBB, R.H. Dinel Investment Counsel, Investmark Advisory Group, with shared positions in $STT, $LNT, $CTAS, $PEP, $T, $SLB. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Notable overlap · 6 shared positions
$STT$LNT$CTAS$PEP$T$SLB
$1.2B
383 positions
#2R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 4 shared positions
$QCOM$TMO$VZ$T
$130M
40 positions
#3Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$QCOM$PEP$T
$263M
148 positions
#4Verity & Verity, LLCActive
Notable overlap · 4 shared positions
$STT$GILD$PEP$VZ
$1.5B
138 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 3 shared positions
$QCOM$PEP$TMO
$1.2B
106 positions
#6SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Notable overlap · 6 shared positions
$TMO$STT$QCOM$VZ$SLB$PEP
$169M
104 positions
#7Cairn Investment Group, Inc.Active
Notable overlap · 3 shared positions
$PEP$QCOM$GILD
$227M
65 positions
#8Torrey Growth & Income AdvisorsActive
Notable overlap · 3 shared positions
$QCOM$FIG$VZ
$294M
108 positions
#9SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$QCOM$PEP$VZ
$205M
55 positions
#10WestEnd Advisors, LLCActive
Notable overlap · 4 shared positions
$PEP$QCOM$TMO$GILD
$4.5B
408 positions
#11Encore Global Management, LPPassive
Notable overlap · 4 shared positions
$QCOM$STT$TMO$T
$102M
53 positions
#12Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$CTAS$QCOM$GILD
$1.1B
449 positions
#13Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$QCOM$GILD$PEP$VZ
$274M
58 positions
#14NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 5 shared positions
$PEP$QCOM$TMO$VZ$STT
$1.6B
109 positions
#15SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$QCOM$TMO$STT$PEP$VZ
$207M
119 positions
#16Parrish Capital LLC
Some overlap · 5 shared positions
$GILD$QCOM$VZ$T$SLB
$112M
86 positions
#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$QCOM$PEP$VZ
$201M
57 positions
#18FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$PEP$VZ$T$SLB
$637M
203 positions
#19COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$QCOM$CTAS$TMO
$1.7B
91 positions
#20Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$GILD$T
$141M
74 positions
#21Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$PEP$QCOM$VZ
$455M
57 positions
#22Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$PEP$VZ$SLB
$968M
178 positions
#2310Elms LLPPassive
Some overlap · 4 shared positions
$STT$QCOM$PEP$LNT
$236M
526 positions
#24Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$QCOM$VZ$SLB
$3.2B
82 positions
#25Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$QCOM$GILD$T
$414M
74 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.