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Hedge Funds Similar to Vermillion & White Wealth Group

13F Portfolio OverlapQ2 2026Vermillion & White Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Vermillion & White Wealth Management Group, LLC is an institutional investor managing $198M across 69 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 Vermillion & White Wealth Group are Verus Financial Partners, Keystone Financial Planning, Ridgepath, with shared positions in $MO, $PM, $DOV, $UPS, $PFE, $CEG. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$MO$PM$DOV
$1.2B
127 positions
#2Keystone Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$MO$UPS$PM$PFE
$388M
39 positions
#3Ridgepath Capital Management LLC
Notable overlap · 3 shared positions
$MO$PM$DOV
$227M
54 positions
#4BBR PARTNERS, LLCSmart money
Notable overlap · 4 shared positions
$UPS$PM$DOV$MO
$2.1B
250 positions
#5PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$MO$PM$PFE
$117M
53 positions
#6CFC Planning Co LLCPassive
Notable overlap · 3 shared positions
$PM$MO$UPS
$171M
71 positions
#7Measured Risk Portfolios, Inc.Active
Notable overlap · 3 shared positions
$UPS$MO$PM
$112M
63 positions
#8Compton Financial Group, LLCActive
Notable overlap · 4 shared positions
$PM$MO$CEG$EXC
$519M
84 positions
#9GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$MO$EXC
$53.8B
102 positions
#10TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$UPS$MO
$798M
187 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$DOV
$497M
948 positions
#12VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$UPS$PM$PFE
$214M
61 positions
#13HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$UPS
$252M
43 positions
#14HOLLENCREST SECURITIES LLCPassive
Some overlap · 3 shared positions
$UPS$PM$MO
$1.5B
1,229 positions
#15MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$PM$MO$DOV
$130M
80 positions
#16Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$MO$DOV
$860M
149 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$DOV
$515M
142 positions
#18Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$PM$MO$DOV
$115M
76 positions
#19Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$MO$PM$DOV
$1.2B
2,116 positions
#20KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$MO$PM$DOV
$415M
150 positions
#21P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$PM$UPS$MO$PFE
$133M
66 positions
#22Strategic Planning, Inc.
Some overlap · 3 shared positions
$MO$UPS$EXC
$199M
54 positions
#23TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$MO$PM$DOV
$686M
151 positions
#24OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$PM$UPS$MO
$560M
136 positions
#25Newton One Investments LLCActive
Some overlap · 4 shared positions
$CEG$EXC$DOV$PM
$397M
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.