What hedge funds are most similar to Virtus Investment Advisers, LLC?

The funds with the most similar 13F portfolios to Virtus Investment Advisers, LLC are Kaufman Rossin Wealth, Center For Asset, Retireful, 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 Virtus Investment Advisers

13F Portfolio OverlapQ2 2026Virtus Investment Advisers portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Virtus Investment Advisers, LLC is an institutional investor managing $429M across 463 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 Virtus Investment Advisers are Kaufman Rossin Wealth, Center For Asset, Retireful, with shared positions in $INCY, $DVN, $WDC, $GLW, $DAL, $ILMN. The full ranking of 25 similar funds is below.

#1Kaufman Rossin Wealth, LLCActive

Some overlap · 8 shared positions

$INCY $DVN $WDC $GLW $DAL $ILMN

$211M

112 positions

#2Center For Asset Management LLCPassive

Some overlap · 8 shared positions

$AMGN $WDC $KLAC $GLW $UAL $RCL

$225M

151 positions

#3Retireful, LLCPassive

Some overlap · 7 shared positions

$DDOG $MRVL $WDC $KLAC $GLW $UAL

$107M

81 positions

#4AIMZ Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$INCY $AMGN $GILD $KLAC $REGN $NTAP

$363M

153 positions

#5STANCE CAPITAL LLCPassive

Some overlap · 7 shared positions

$AMGN $GILD $MRVL $WDC $GLW $EIX

$328M

340 positions

#6REXFORD CAPITAL INCPassive

Some overlap · 7 shared positions

$AMGN $WDC $KLAC $GLW $UAL $RCL

$163M

301 positions

#7Insight Wealth Strategies, LLCPassive

Some overlap · 7 shared positions

$INCY $DVN $KLAC $NTAP $ILMN $GWW

$1.0B

183 positions

#8Candriam S.C.A.Active

Some overlap · 7 shared positions

$GILD $KLAC $WDC $MRVL $AMGN $REGN

$22.2B

677 positions

#9China Universal Asset Management Co., Ltd.Passive

Some overlap · 6 shared positions

$MRVL $AMGN $GILD $WDC $KLAC $REGN

$1.7B

513 positions

#10PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 7 shared positions

$WDC $KLAC $MRVL $GLW $HOOD $URI

$174M

92 positions

#11PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 6 shared positions

$AMGN $KLAC $GLW $UAL $NTAP $DAL

$169.1B

324 positions

#12Alta Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$MRVL $GILD $WDC $KLAC $APH $APP

$369M

170 positions

#13Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$MRVL $WDC $KLAC $GLW $APH $PWR

$147M

69 positions

#14Inspire Investing, LLCPassive

Some overlap · 7 shared positions

$WDC $KLAC $APH $URI $APP $MRVL

$2.4B

1,266 positions

#15Fairvoy Private Wealth, LLCPassive

Some overlap · 6 shared positions

$INCY $WDC $KLAC $GLW $URI $GD

$495M

200 positions

#16Broadleaf Partners, LLCPassive

Some overlap · 6 shared positions

$DDOG $MRVL $KLAC $URI $PWR $APP

$517M

86 positions

#17Element Squared LLCActive

Some overlap · 6 shared positions

$INCY $GILD $REGN $UAL $FSLR $APH

$201M

49 positions

#18Laurion Capital Management LPPassive

Some overlap · 6 shared positions

$DDOG $KLAC $GLW $MRVL $HOOD $APP

$3.9B

420 positions

#19EPG Wealth Management LLCPassive

Some overlap · 6 shared positions

$MRVL $AMGN $KLAC $MNST $URI $PWR

$417M

318 positions

#20Teza Capital Management LLCPassive

Some overlap · 6 shared positions

$DVN $WDC $KLAC $GLW $EIX $FITB

$52M

119 positions

#21Strategic Investment Advisors / MIActive

Some overlap · 6 shared positions

$AMGN $WDC $KLAC $UAL $RCL $WSM

$1.7B

398 positions

#22Corient IA LLCPassive

Some overlap · 6 shared positions

$MRVL $WDC $GLW $HEI $URI $PWR

$108M

249 positions

#23Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$AMGN $DVN $GILD $WSM $URI $TROW

$274M

58 positions

#24MARSICO CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$DDOG $KLAC $UAL $HEI $APH $URI

$3.8B

69 positions

#25MEEDER ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$AMGN $GILD $UAL $DAL $EIX $GWW

$2.0B

930 positions

Compare Virtus Investment Advisers’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Virtus Investment Advisers’s holdings

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.