13F Pro

Hedge Funds Similar to VISION FINANCIAL MARKETS

13F Portfolio OverlapQ1 2026VISION FINANCIAL MARKETS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VISION FINANCIAL MARKETS LLC is an institutional investor managing $102M across 425 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 VISION FINANCIAL MARKETS are William B. Walkup & Associates,, Guardian Wealth ,, Rydar Equities,, with shared positions in $AZO, $VZ, $MCD, $CVS, $WM, $LMT. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Active
Notable overlap · 4 shared positions
$AZO$VZ$MCD$CVS
$167M
163 positions
#2Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AZO$WM$LMT
$183M
61 positions
#3Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$AZO$WM$MCD$LMT$T
$129M
92 positions
#4Radnor Capital Management, LLCPassive
Some overlap · 4 shared positions
$AZO$WSM$WM$AFL
$676M
308 positions
#5Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$WM$VZ$MCD$LMT$AFL$CVS
$245M
98 positions
#6Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$WM$VZ$MCD$LMT$T
$302M
93 positions
#7Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$WSM$VZ$LMT$MET
$200M
53 positions
#8Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$AN$VZ$WM$T$PANW
$255M
156 positions
#9Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$WSM$VZ$T$PSA
$1.3B
170 positions
#10Core Alternative CapitalPassive
Some overlap · 5 shared positions
$WM$VZ$MCD$LMT$ADBE
$339M
205 positions
#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WM$VZ$MCD$T$AFL
$246M
145 positions
#12RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AZO$WM$MET$ADBE
$278M
92 positions
#13SCHULHOFF & CO INCPassive
Some overlap · 5 shared positions
$VZ$WM$LMT$T$MCD
$243M
133 positions
#14Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$WM$VZ$MCD$LMT$ED
$199M
40 positions
#15Red Door Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AZO$WM$LMT$VZ
$962M
307 positions
#16ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$AZO$WM$PANW
$1.3B
100 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$MCD$LMT$T$WMB
$147M
64 positions
#18Willis Investment CounselActive
Some overlap · 5 shared positions
$VZ$MCD$LMT$T$AFL
$1.8B
123 positions
#19J. Team Financial, Inc.Passive
Some overlap · 5 shared positions
$WM$MCD$T$LMT$ADBE
$89M
84 positions
#20Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$WM$VZ$MCD$LMT
$449M
56 positions
#21Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$LMT$T$CVS
$673M
260 positions
#22FARMERS TRUST COPassive
Some overlap · 5 shared positions
$VZ$MCD$LMT$T$CVS
$637M
203 positions
#23Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WM$MCD$LMT$AFL$CVS
$101M
80 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$WM$VZ$LMT$T
$215M
125 positions
#25Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$WM$MCD$LMT$ADBE$CVS
$218M
69 positions

Compare VISION FINANCIAL MARKETS’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 VISION FINANCIAL MARKETS’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.