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Hedge Funds Similar to VSM Wealth Advisory

13F Portfolio OverlapQ2 2026VSM Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

VSM Wealth Advisory, LLC is an institutional investor managing $376M across 507 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 VSM Wealth Advisory are Newton One Investments, STRATEGY ASSET MANAGERS, Rithm, with shared positions in $CEG, $DOV, $AON, $EXC, $MCD, $STT. The full ranking of 25 similar funds is below.

#1Newton One Investments LLCActive
Some overlap · 6 shared positions
$CEG$DOV$AON$EXC$MCD$STT
$397M
146 positions
#2STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$CEG$ETN$WM$AON$DUK
$670M
265 positions
#3Rithm Capital Corp.Active
Some overlap · 5 shared positions
$CEG$ETN$WM$DUK$AEP
$81M
38 positions
#4VESTOR CAPITAL, LLCActive
Some overlap · 5 shared positions
$CEG$WM$AON$EXC$WFC
$486M
276 positions
#5Capital Innovations LLCPassive
Some overlap · 5 shared positions
$CEG$WM$EXC$DUK$AEP
$385M
51 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$CSX$WFC$STT$MCD
$108M
52 positions
#7HFM Investment Advisors, LLCActive
Some overlap · 5 shared positions
$CEG$DOV$EXC$ROK$MCD
$285M
1,293 positions
#8OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$CSX$WM$ETN$DUK$MCD
$143M
80 positions
#9Silver Oak Advisory Group, Inc.Active
Some overlap · 4 shared positions
$WFC$DOV$CSX$AEP
$254M
86 positions
#10RMG Wealth Management LLCActive
Some overlap · 4 shared positions
$CEG$ETN$EXC$MCD
$969M
578 positions
#11Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WFC$ETN$WM$DUK
$660M
385 positions
#12BEACON FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$WFC$ETN$WM$DUK
$1.1B
377 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$WFC$ETN$WM$DUK
$1.2B
153 positions
#14Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$WFC$ETN$MCD
$3.8B
318 positions
#15Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$CEG$WFC$STT$EXC
$122M
245 positions
#16PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$WFC$ETN$WM$MCD
$93M
38 positions
#17Beacon Financial Strategies CORPActive
Some overlap · 5 shared positions
$DOV$DUK$MCD$CSX$WFC
$201M
209 positions
#18OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$ETN$MKC$DUK$MCD$AEP
$2.7B
54 positions
#19HOWARD BAILEY SECURITIES, LLCActive
Some overlap · 4 shared positions
$WFC$CSX$ETN$ROK
$267M
121 positions
#20NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$WFC$CSX$EXC$DUK
$863M
131 positions
#21AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 4 shared positions
$ETN$CSX$WM$STT
$286M
95 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$ETN$CSX$WM$DUK
$239M
126 positions
#23Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$ETN$WM$MCD
$142M
106 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$WM$DUK$ETN$WFC
$3.0B
213 positions
#25WBH ADVISORY INCPassive
Some overlap · 5 shared positions
$DOV$STT$MCD$CSX$WM
$1.5B
363 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.