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Hedge Funds Similar to VESTIA PERSONAL WEALTH ADVISORS

13F Portfolio OverlapQ2 2026VESTIA PERSONAL WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

VESTIA PERSONAL WEALTH ADVISORS is an institutional investor managing $256M across 112 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 VESTIA PERSONAL WEALTH ADVISORS are Econ Financial Services, Barden, Eukles Asset, with shared positions in $STT, $HSY, $CL, $PWR, $NUE, $FBTC. The full ranking of 10 similar funds is below.

#1Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$HSY$CL
$214M
72 positions
#2Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$STT$PWR$CL
$108M
53 positions
#3Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$STT$HSY$CL
$242M
228 positions
#4American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$PWR$CL
$110M
56 positions
#5SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$STT$NUE$CL
$207M
119 positions
#6PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$HSY$FBTC$PWR
$208M
122 positions
#7Titan Investment Management LLCActive
Some overlap · 3 shared positions
$PWR$HSY$CL
$135M
38 positions
#8KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PWR$CL$FBTC
$886M
225 positions
#9CHILDRESS CAPITAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$FBTC$MPLX$PWR
$610M
378 positions
#10Sagewood Asset Management LPPassive
Slight overlap · 3 shared positions
$HSY$CL$STT
$442M
432 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.