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Hedge Funds Similar to Versant

13F Portfolio OverlapQ3 2026Versant portfolio →
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Most similar hedge funds by 13F overlap

Versant Capital Management, Inc is an institutional investor managing $1.2B across 2,804 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 Versant are Upper Left Wealth, Sankala Group, United Community Bank, with shared positions in $IAUM, $GLDM, $IAU, $BMY, $C, $ASML. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAUM$GLDM$IAU
$193M
68 positions
#2Sankala Group LLCPassive
Some overlap · 3 shared positions
$IAUM$GLDM$IAU
$150M
631 positions
#3United Community BankPassive
Some overlap · 4 shared positions
$IAUM$IAU$BMY$C
$323M
534 positions
#4China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$IAUM$IAU$ASML$KLAC
$1.7B
513 positions
#5Heck Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAUM$IAU$ASML
$1.8B
239 positions
#6Greenline Partners, LLCActive
Some overlap · 3 shared positions
$IAUM$GLDM$IAU
$983M
149 positions
#7Permanens Capital L.P.Active
Some overlap · 3 shared positions
$IAUM$IAU$ASML
$972M
100 positions
#8Bauman Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAUM$GLDM$C
$189M
81 positions
#9Owl Creek Wealth Partners LLCPassive
Some overlap · 3 shared positions
$IAUM$ASML$KLAC
$355M
1,318 positions
#10SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$IAUM$IAU$KLAC
$2.1B
218 positions
#11SFM, LLCActive
Slight overlap · 3 shared positions
$IAUM$IAU$RSG
$199M
69 positions
#12Argos Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$GLDM$IAU$ASML$KLAC
$378M
224 positions
#13Encompass More Asset ManagementPassive
Slight overlap · 3 shared positions
$IAUM$GLDM$BMY
$712M
277 positions
#14NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$GLDM$IAU$IAUM
$283M
75 positions
#15Causey Wealth LLCActive
Slight overlap · 3 shared positions
$IAUM$BMY$ASML
$256M
83 positions
#16Parcion Private Wealth LLCPassive
Slight overlap · 4 shared positions
$GLDM$IAU$KLAC$PCAR
$1.8B
529 positions
#17Beckerman Institutional, LLCActive
Slight overlap · 3 shared positions
$GLDM$IAU$IAUM
$210M
124 positions
#18Spectrum Planning & Advisory Services Inc.Active
Slight overlap · 3 shared positions
$GLDM$IAU$BMY
$223M
120 positions
#19Timber Creek Capital Management LLCPassive
Slight overlap · 3 shared positions
$GLDM$IAU$ASML
$490M
80 positions
#20One Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$IAU$ASML
$906M
326 positions
#21Plum Street Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$IAU$IAUM
$313M
107 positions
#22Alvarez & Marsal Private Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$GLDM$IAU$KLAC$ASML
$759M
107 positions
#23Copley Financial Group, Inc.Active
Slight overlap · 4 shared positions
$GLDM$ASML$KLAC$C
$165M
118 positions
#24SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$GLDM$IAU$ASML
$1.1B
136 positions
#25Avid Wealth Partners LLCActive
Slight overlap · 3 shared positions
$GLDM$IAU$ASML
$207M
77 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.