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Hedge Funds Similar to VISTA PARTNERS,

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

VISTA CAPITAL PARTNERS, INC. is an institutional investor managing $994M across 156 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 VISTA PARTNERS, are Passive ,, DecisionPoint Financial,, Heritage Wealth , /Texas, with shared positions in $SCHW, $AFRM, $NKE, $SYK, $DOV, $SO. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SCHW$AFRM$NKE
$335M
104 positions
#2DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$SCHW$SYK$DOV$NKE
$464M
679 positions
#3Heritage Wealth Management, Inc./TexasSmart money
Notable overlap · 3 shared positions
$SCHW$NKE$SO
$234M
41 positions
#4SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$SCHW$MU$SO
$272M
554 positions
#5Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SCHW$NKE$IBM
$155M
74 positions
#6Zeit Capital LLCActive
Some overlap · 3 shared positions
$SCHW$IBM$INTC
$149M
52 positions
#7Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$EPAM$NKE
$1.4B
118 positions
#8Financial Avengers, Inc.Active
Some overlap · 3 shared positions
$SCHW$SBUX$IBM
$219M
151 positions
#9Schoolcraft Capital LLCActive
Some overlap · 3 shared positions
$SCHW$SYK$NKE
$516M
65 positions
#10PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$SCHW$DOV$NKE$IBM
$567M
75 positions
#11AWM CAPITAL, LLCActive
Some overlap · 3 shared positions
$SCHW$NKE$FLEX
$1.1B
113 positions
#12Marathon Strategic Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$SYK$IBM$INTC
$139M
52 positions
#13Cordant, Inc.Active
Some overlap · 3 shared positions
$SCHW$NKE$INTC
$246M
75 positions
#14TrueWealth Financial PartnersActive
Some overlap · 3 shared positions
$SCHW$SBUX$DOV
$251M
66 positions
#15Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$DOV$FLEX
$1.4B
58 positions
#16FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$SCHW$SYK$NKE
$21.4B
109 positions
#17ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$SYK$NKE
$370M
119 positions
#18Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$SCHW$AFRM$INTC$SBUX
$333M
198 positions
#19FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$DOV$AFRM
$342M
115 positions
#20Frankly Finances, LLCActive
Some overlap · 3 shared positions
$SCHW$NKE$DOV
$110M
64 positions
#21ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$SCHW$NKE$DOV$SO
$158M
125 positions
#22Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$NKE$IBM
$228M
72 positions
#23William Allan CorpPassive
Some overlap · 5 shared positions
$SCHW$SYK$SBUX$NKE$SO
$169M
59 positions
#24WealthCollab, LLCPassive
Some overlap · 3 shared positions
$SCHW$AFRM$NKE
$243M
977 positions
#25Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SCHW$SYK$SBUX$NKE
$136M
114 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.