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Hedge Funds Similar to Verus Financial Partners

13F Portfolio OverlapQ2 2026Verus Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Verus Financial Partners, Inc. is an institutional investor managing $1.2B across 127 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 Financial Partners are Fee-Only Financial Planning, L.C., Graver, Ridgepath, with shared positions in $PM, $MO, $D, $NSC, $SO, $DUK. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 5 shared positions
$PM$MO$D$NSC$SO
$187M
45 positions
#2Graver Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$PM$MO$D$DUK
$140M
26 positions
#3Ridgepath Capital Management LLCActive
Notable overlap · 4 shared positions
$PM$MO$GLW$DOV
$227M
54 positions
#4SIMA Wealth Partners, LLCActive
Notable overlap · 6 shared positions
$PM$MO$NSC$DUK$ELV$D
$141M
130 positions
#5Investmark Advisory Group LLCPassive
Notable overlap · 4 shared positions
$PM$MO$QCOM$NDAQ
$263M
148 positions
#6Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$PM$IAU$MO
$177M
57 positions
#7Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$PM$DOV$SO$FBTC
$1.1B
106 positions
#8Cobblestone Asset Management LLCActive
Notable overlap · 4 shared positions
$PM$IAU$MO$D
$240M
74 positions
#9Cedar Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$IAU
$389M
92 positions
#10Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$PM$GWW$MO$LOW
$394M
99 positions
#11GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$MO$DUK
$53.8B
102 positions
#12MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 4 shared positions
$IAU$PM$DOV$MO
$130M
80 positions
#13Vermillion & White Wealth Management Group, LLCActive
Notable overlap · 3 shared positions
$MO$PM$DOV
$198M
69 positions
#14Weinberger Asset Management, IncActive
Notable overlap · 3 shared positions
$PM$MO$ELV
$312M
101 positions
#15CINCINNATI FINANCIAL CORPActive
Notable overlap · 5 shared positions
$PM$DOV$QCOM$NSC$TJX
$5.2B
56 positions
#16Novak & Powell Financial Services, Inc.Passive
Notable overlap · 7 shared positions
$DOV$IAU$QCOM$GLW$PM$DUK
$212M
171 positions
#17Salomon & Ludwin, LLCPassive
Notable overlap · 6 shared positions
$MO$PM$D$DOV$LOW$NSC
$1.2B
2,116 positions
#18John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$MO$D$DUK
$115M
39 positions
#19Smith Partners Wealth Management, LLCActive
Notable overlap · 6 shared positions
$PM$MO$NSC$LOW$GLW$DUK
$126M
73 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$MO$PM$QCOM$DOV$GLW$DUK
$515M
142 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$DOV$IAU$PM$ELV
$637M
125 positions
#22SWP FINANCIAL LLCActive
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$GLW
$216M
78 positions
#23AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$PM$MO$ELV$LOW$GLW
$745M
184 positions
#24Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#25HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$PM$MO$NSC
$252M
43 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.