What hedge funds are most similar to VIRGINIA WEALTH MANAGEMENT GROUP, INC.?

The funds with the most similar 13F portfolios to VIRGINIA WEALTH MANAGEMENT GROUP, INC. are Exeter Financial, ADVOCATE GROUP, LAWSON KROEKER INVESTMENT, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to VIRGINIA WEALTH GROUP

13F Portfolio OverlapQ3 2026VIRGINIA WEALTH GROUP portfolio →

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Most similar hedge funds by 13F overlap

VIRGINIA WEALTH MANAGEMENT GROUP, INC. is an institutional investor managing $203M across 58 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 VIRGINIA WEALTH GROUP are Exeter Financial, ADVOCATE GROUP, LAWSON KROEKER INVESTMENT, with shared positions in $AFL, $EMR, $TGT, $MCD, $PEP, $AMGN. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$AFL $EMR $TGT $MCD $PEP $AMGN

$265M

100 positions

#2ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$EMR $DUK $VZ $SO $CB $TGT

$646M

122 positions

#3LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 6 shared positions

$PSX $CB $AFL $PEP $HSY $MCD

$360M

59 positions

#4Somerset Trust CoPassive

Notable overlap · 12 shared positions

$AMGN $AFL $MCD $CB $BLK $EMR

$354M

186 positions

#5Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$PEP $HSY $QCOM $BLK $MCD $VZ

$455M

57 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 10 shared positions

$AMGN $CB $QCOM $VZ $DUK $MDT

$504M

136 positions

#7WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 10 shared positions

$SO $DUK $PEP $MCD $PSX $ADI

$390M

103 positions

#8PINKERTON WEALTH, LLCActive

Notable overlap · 9 shared positions

$PSX $QCOM $VZ $AMGN $SO $PEP

$1.2B

103 positions

#9OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$EMR $SO $QCOM $PEP $MCD $DUK

$2.2B

70 positions

#10BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$BLK $CB $AMGN $PSX $PEP $ADI

$346M

113 positions

#11HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$CB $AMGN $MCD $HSY $DUK $PEP

$363M

92 positions

#12SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 9 shared positions

$PSX $QCOM $VZ $AMGN $PEP $DUK

$1.3B

97 positions

#13Guinness Asset Management LTDActive

Notable overlap · 5 shared positions

$PEP $BLK $AFL $EMR $MDT

$5.9B

141 positions

#14Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $SO $EMR $MCD $VZ $PEP

$2.9B

326 positions

#15Signature Wealth Management Group

Notable overlap · 6 shared positions

$SO $HSY $PEP $TGT $O $MCD

$263M

128 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 9 shared positions

$QCOM $EMR $CB $KMI $MCD $HSY

$2.5B

270 positions

#17Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KMI $CB $AMGN $BX $MCD $O

$233M

81 positions

#18Willis Investment CounselActive

Notable overlap · 9 shared positions

$CB $AFL $HSY $PEP $MDT $DRI

$2.0B

128 positions

#19MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$QCOM $PEP $AMGN $MDT $TGT $LOW

$1.2B

100 positions

#20OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$SO $AMGN $PEP $KMI $BX $VZ

$329M

323 positions

#21Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$SO $PEP $MCD $VZ $MDT $HSY

$497M

948 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PEP $DUK $SO $MCD $VZ $MDT

$233M

122 positions

#23DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$PEP $AMGN $QCOM $MCD $MDT $TGT

$275M

99 positions

#24NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$KMI $PEP $EMR $DUK $CB $ADI

$381M

144 positions

#25Crescent Sterling, Ltd.Passive

Notable overlap · 8 shared positions

$AMGN $PEP $PSX $VZ $QCOM $CB

$122M

92 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.