How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to VANTAGE WEALTH

13F Portfolio OverlapQ4 2025VANTAGE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

VANTAGE WEALTH is an institutional investor managing $463M across 30 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VANTAGE WEALTH are JOHN G ULLMAN & ASSOCIATES, Walsky Investment ,, Eliot Finkel Investment Counsel,, with shared positions in $GLW, $EMR, $TEL, $NEE, $HON, $APD. The full ranking of 25 similar funds is below.

#1JOHN G ULLMAN & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$GLW $EMR $TEL $NEE $HON

$754M

174 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$APD $TXN $HON $AMGN $EMR $NEE

$98M

50 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$GLW $AMGN $APD

$184M

32 positions

#4CINCINNATI CASUALTY COActive

Notable overlap · 4 shared positions

$ENB $HON $APD $TJX

$191M

24 positions

#5Socorro Asset Management LPPassive

Notable overlap · 3 shared positions

$NEE $APD $TXN

$221M

32 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$AMGN $MDT $TXN $NEE $TEL

$1.1B

105 positions

#7St. James Investment Company, LLCSmart money

Notable overlap · 4 shared positions

$MDT $HON $EMR $APD

$638M

22 positions

#8RNC CAPITAL MANAGEMENT LLC

Notable overlap · 5 shared positions

$ENB $EMR $GLW $MDT $APD

$2.2B

173 positions

#9Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$HON $APD $MDT $GLW

$229M

28 positions

#10Guinness Asset Management LTDActive

Notable overlap · 3 shared positions

$MDT $EMR $TXN

$5.8B

143 positions

#11Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$GLW $ENB $TXN $AMGN

$101M

50 positions

#12Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $ENB $NEE $TXN $MDT $CNI

$1.3B

138 positions

#13Randolph Co IncActive

Notable overlap · 3 shared positions

$GLW $HON $MDT

$1.0B

43 positions

#14DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$NEE $AMGN $TXN $ENB $ZTS $TJX

$501M

138 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$HON $NEE $TXN $MDT $APD $TJX

$336M

46 positions

#16CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLW $NEE $AMGN $HON

$1.3B

118 positions

#17O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 5 shared positions

$GLW $AMGN $ENB $APD $MDT

$405M

76 positions

#18IAT REINSURANCE CO LTD.Active

Notable overlap · 3 shared positions

$GLW $AMGN $TEL

$310M

67 positions

#19Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$GLW $TEL $ZTS $HON

$942M

33 positions

#20Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $HON $MDT $AMGN $APD

$218M

69 positions

#21LONDON CO OF VIRGINIAActive

Notable overlap · 4 shared positions

$GLW $APD $TXN $TEL

$16.2B

167 positions

#22Cardinal Capital Management, Inc.Active

Notable overlap · 6 shared positions

$CNI $NEE $APD $HON $MDT $ENB

$3.7B

66 positions

#23Ausbil Investment Management LtdPassive

Notable overlap · 3 shared positions

$NEE $ENB $CNI

$201M

63 positions

#24TORRAY LLCPassive

Notable overlap · 3 shared positions

$TXN $AMGN $NEE

$682M

88 positions

#25HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMGN $NEE $APD $TJX

$407M

49 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.