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Hedge Funds Similar to VANTAGEPOINT INVESTMENT ADVISERS

13F Portfolio OverlapQ1 2026VANTAGEPOINT INVESTMENT ADVISERS portfolio →
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Most similar hedge funds by 13F overlap

VANTAGEPOINT INVESTMENT ADVISERS LLC is an institutional investor managing $11.8B across 55 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VANTAGEPOINT INVESTMENT ADVISERS are APS Group,, Fingerlakes Wealth ,, Gratus Wealth Advisors,, with shared positions in $KKR, $MAR, $MS, $GMM, $NTRB, $SLV. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$KKR$MAR$MS$GMM
$117M
72 positions
#2Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$MAR$NTRB$MS$KKR
$151M
97 positions
#3Gratus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MAR$NTRB$MS
$691M
138 positions
#4Capital Planning LLCActive
Notable overlap · 3 shared positions
$MAR$NTRB$MS
$307M
82 positions
#5Blackston Financial Advisory Group, LLCActive
Notable overlap · 4 shared positions
$KKR$NTRB$MAR$SLV
$160M
106 positions
#6Financial Perspectives, IncPassive
Notable overlap · 3 shared positions
$KKR$MAR$MS
$358M
716 positions
#7truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$KKR$SLV$MS
$97M
49 positions
#8Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$KKR$NTRB$GMM
$116M
80 positions
#9MidAtlantic Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$KKR$MS$NTRB$SLV
$145M
84 positions
#10Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$KKR$MS$GMM$MAR
$453M
103 positions
#11Junk Investment Group, LLCPassive
Notable overlap · 3 shared positions
$MAR$NTRB$KKR
$191M
88 positions
#12DAGCO, INC.Passive
Notable overlap · 4 shared positions
$KKR$MS$MAR$SLV
$461M
353 positions
#13Raab & Moskowitz Asset Management LLCPassive
Notable overlap · 3 shared positions
$NTRB$KKR$MAR
$450M
187 positions
#14Clifford Group, LLCActive
Notable overlap · 3 shared positions
$MAR$NTRB$MS
$130M
80 positions
#15CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Notable overlap · 3 shared positions
$KKR$NTRB$MAR
$239M
97 positions
#16CDM FINANCIAL COUNSELING SERVICES, INC.Active
Notable overlap · 3 shared positions
$NTRB$KKR$MAR
$105M
80 positions
#17Gross & Hartman Investments LLCSmart money
Notable overlap · 4 shared positions
$KKR$MAR$MS$GMM
$192M
72 positions
#18Portfolio Strategies, Inc.Active
Notable overlap · 4 shared positions
$MAR$NTRB$SLV$MS
$811M
75 positions
#19Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$MAR$NTRB$KKR
$302M
51 positions
#20Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$MAR$SLV$GMM
$153M
96 positions
#21FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KKR$MS$MAR$NTRB
$233M
350 positions
#22Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$814M
348 positions
#23VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$814M
348 positions
#24Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$KKR$MS$NTRB
$156M
44 positions
#25MY Wealth Management Inc.Active
Some overlap · 3 shared positions
$MAR$SLV$KKR
$103M
26 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.