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Hedge Funds Similar to VERUS PARTNERS

13F Portfolio OverlapQ2 2026VERUS PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

VERUS CAPITAL PARTNERS, LLC is an institutional investor managing $1.8B across 503 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 VERUS PARTNERS are Estate Planners Group, Kera Partners, Cane Partners, with shared positions in $GOF, $PDI, $MO, $ANET, $CRDO, $MRVL. The full ranking of 25 similar funds is below.

#1Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$GOF$PDI$MO
$221M
70 positions
#2Kera Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$GOF$ANET$CRDO
$1.0B
634 positions
#3Cane Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$MRVL$NOC$PLTR$BA
$253M
133 positions
#4RETIREMENT PLANNING GROUP, LLC / NYPassive
Slight overlap · 3 shared positions
$MRVL$PDI$VZ
$184M
108 positions
#5Capital CS Group, LLCActive
Slight overlap · 4 shared positions
$GOF$PDI$VZ$PLTR
$127M
72 positions
#6Independent Solutions Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MRVL$PLTR$MO$ANET
$766M
194 positions
#7VALICENTI ADVISORY SERVICES INCActive
Slight overlap · 3 shared positions
$MRVL$NOC$VZ
$530M
83 positions
#8Almanack Investment Partners, LLC.Active
Slight overlap · 3 shared positions
$MRVL$PLTR$VZ
$785M
321 positions
#9Prospect Financial Services LLCPassive
Slight overlap · 5 shared positions
$MRVL$PLTR$VZ$BA$RKLB
$197M
115 positions
#10Torrey Growth & Income AdvisorsActive
Slight overlap · 3 shared positions
$MRVL$PLTR$VZ
$294M
108 positions
#11Truvestments Capital LLCPassive
Slight overlap · 4 shared positions
$MRVL$VZ$CLS$CRDO
$673M
1,150 positions
#12Markin Volterra Fund LPActive
Slight overlap · 4 shared positions
$MRVL$PLTR$ANET$CRDO
$147M
69 positions
#13SBI Securities Co., Ltd.Passive
Slight overlap · 5 shared positions
$PLTR$VZ$MRVL$MO$RKLB
$4.4B
4,072 positions
#14Coquina Private Wealth LLCActive
Slight overlap · 3 shared positions
$MRVL$PLTR$VZ
$147M
101 positions
#15Newbridge Financial Services Group, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$PLTR$MO
$808M
1,245 positions
#16Fund Advisors of America Inc/FLPassive
Slight overlap · 3 shared positions
$MRVL$PLTR$MO
$110M
120 positions
#17Winch Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$MRVL$VZ$NOC
$481M
567 positions
#18OAK RIDGE INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$MRVL$PLTR$CLS$CRDO
$1.8B
170 positions
#19NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 4 shared positions
$MRVL$PLTR$ANET$CRDO
$2.6B
358 positions
#20Darden Wealth Group IncPassive
Slight overlap · 5 shared positions
$MRVL$CLS$BA$ANET$RKLB
$252M
155 positions
#21Thoma Capital Management LLCSmart money
Slight overlap · 3 shared positions
$MRVL$PLTR$BA
$188M
53 positions
#22Capital Markets Trading UK LLPActive
Slight overlap · 3 shared positions
$MRVL$PLTR$BA
$10.4B
351 positions
#23PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MRVL$PLTR$BA
$219M
125 positions
#24Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Slight overlap · 3 shared positions
$MRVL$PLTR$BA
$144M
40 positions
#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Slight overlap · 3 shared positions
$MRVL$PLTR$CLS
$78M
44 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.