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Hedge Funds Similar to Vision ,

13F Portfolio OverlapQ1 2026Vision , portfolio →
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Most similar hedge funds by 13F overlap

Vision Capital Management, Inc. is an institutional investor managing $792M across 150 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 , are BEACON INVESTMENT ADVISORY SERVICES,, Wallington Asset ,, Ridge Creek Global,, with shared positions in $IAU, $AMGN, $SHW, $HON, $PANW, $AMAT. The full ranking of 25 similar funds is below.

#1BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Notable overlap · 7 shared positions
$IAU$AMGN$SHW$HON$PANW$AMAT
$2.4B
787 positions
#2Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$IAU$AMGN$HON$BAC$DIS$PANW
$752M
61 positions
#3Ridge Creek Global, IncActive
Some overlap · 6 shared positions
$IAU$HON$SHW$DIS$NEE$PGR
$118M
85 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$HON$AMGN$NEE$CVS
$218M
69 positions
#5Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$SHW$HON$NEE$PANW
$265M
75 positions
#6Kensington Investment Counsel, LLCPassive
Some overlap · 8 shared positions
$AMGN$HON$WSO$BR$SLB$SNA
$208M
83 positions
#7Blossom Wealth ManagementPassive
Some overlap · 5 shared positions
$IAU$SBUX$AMGN$BAC$NEE
$67M
74 positions
#8Cohen Investment Advisors LLCPassive
Some overlap · 8 shared positions
$AMGN$SBUX$DIS$BAC$NEE$CRM
$210M
79 positions
#9LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$SLB$CRM$PANW$CVS$AMAT
$135M
83 positions
#10FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$IAU$AMGN$BAC$NEE
$242M
73 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$NEE$CRM$WSM
$649M
186 positions
#12Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$AMGN$HON$BAC$DIS$NEE$CRM
$177M
351 positions
#13Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$BAC$DIS$CRM
$199M
130 positions
#14Employees Provident Fund BoardActive
Some overlap · 9 shared positions
$DIS$BAC$SLB$NEE$CRM$ZTS
$13.2B
70 positions
#15FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$BAC$NEE$PGR
$1.2B
150 positions
#16First Financial Group CorpActive
Some overlap · 4 shared positions
$IAU$SHW$NEE$DIS
$122M
80 positions
#17Fidato Wealth LLCSmart money
Some overlap · 4 shared positions
$IAU$SHW$NEE$PGR
$154M
15 positions
#18Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMGN$NEE
$477M
70 positions
#19Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$IAU$BAC$NEE$PANW
$190M
464 positions
#20Purkiss Capital Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$BAC$NEE$PANW
$227M
168 positions
#21CAPE ANN SAVINGS BANKPassive
Some overlap · 4 shared positions
$IAU$BAC$NEE$AMAT
$199M
121 positions
#22Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$CRM$PANW
$363M
117 positions
#23Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$DIS$BAC
$250M
153 positions
#24Prairie Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SHW$NEE
$231M
152 positions
#25RiverGlades Family Offices LLCActive
Some overlap · 6 shared positions
$IAU$AMAT$SLB$PANW$BAC$NOW
$170M
87 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.