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Hedge Funds Similar to VIRTUE ASSET

13F Portfolio OverlapQ2 2026VIRTUE ASSET portfolio →
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Most similar hedge funds by 13F overlap

VIRTUE ASSET MANAGEMENT LLC is an institutional investor managing $142M across 108 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 VIRTUE ASSET are Steigerwald, Gordon & Koch, Somerset, BARTLETT & WEALTH, with shared positions in $MCK, $DE, $TRV, $NEE, $AMGN, $WFC. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 6 shared positions
$MCK$DE$TRV$NEE$AMGN$WFC
$1.0B
765 positions
#2Somerset Trust CoPassive
Notable overlap · 7 shared positions
$NEE$GD$AFL$AMGN$PSX$NSC
$354M
186 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$DE$ASML$NEE$AMGN$PEP$MDY
$8.0B
1,334 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 6 shared positions
$NEE$GD$PSX$AFL$AMGN$CI
$111M
62 positions
#5Eldred Rock Partners, LLCActive
Notable overlap · 5 shared positions
$DE$ASML$PSX$WFC$PEP
$465M
29 positions
#6William B. Walkup & Associates, Inc.Passive
Notable overlap · 6 shared positions
$MCK$TRV$PSX$DE$WFC$TFC
$208M
258 positions
#7Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$GD$TRV$AFL$AMGN$PSX$PEP
$261M
101 positions
#8Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$NEE$ASML$ANET$TFC$PEP
$226M
42 positions
#9SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ASML$GD$DE$ANET$WFC$UBER
$255M
144 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$NEE$TRV$AMGN$WFC$MCK$PEP
$170M
121 positions
#11Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$DE$NEE$ASML$ANET
$135M
57 positions
#12Telos Capital Management, Inc.Passive
Some overlap · 6 shared positions
$ASML$TRV$AMGN$PSX$NEE$PEP
$1.1B
201 positions
#13Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$GD$PSX$AMGN$PEP
$272M
72 positions
#14FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DE$GD$WFC$MCK$AFL
$355M
257 positions
#15Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$NEE$GD$TRV$VICI$TFC
$10.2B
208 positions
#16Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$MCK$DE$AMGN$WFC$PSX
$347M
138 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$DE$NEE$PSX$PEP
$1.1B
157 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$GD$AMGN$WFC$PEP
$1.3B
58 positions
#19CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$TRV$GD$NEE$ANET$AFL
$482M
129 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DE$GD$AMGN$NSC$PEP
$214M
33 positions
#21Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DE$ASML$PSX$NEE
$312M
155 positions
#22OxenFree Capital LLCActive
Some overlap · 3 shared positions
$MCK$NEE$MDY
$218M
56 positions
#23MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PSX$GD$NEE$AFL$ASML$AMGN
$272M
149 positions
#24BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$MCK$ASML$UBER$CEG
$926M
149 positions
#25CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$DE$MCK$WFC$PEP$TRV
$859M
140 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.