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 Vista Private Wealth Partners.

13F Portfolio OverlapQ1 2026Vista Private Wealth Partners. portfolio →

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Most similar hedge funds by 13F overlap

Vista Private Wealth Partners. LLC is an institutional investor managing $291M across 87 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 Private Wealth Partners. are PFS Partners,, First Financial Group, Dynamic Financial Group, with shared positions in $JHG, $MU, $GE, $VZ, $GEV, $IBM. The full ranking of 25 similar funds is below.

#1PFS Partners, LLCActive

Notable overlap · 6 shared positions

$JHG $MU $GE $VZ $GEV $IBM

$218M

590 positions

#2First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $GE $DIS $IBM $GEV

$122M

80 positions

#3Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $VZ $GE $GEV

$122M

69 positions

#4Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $MU $BA $IBM

$284M

94 positions

#5Englebert Financial Advisers, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $LITE

$88M

55 positions

#6Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$156M

109 positions

#7TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$JHG $VZ $GE

$1.2B

207 positions

#8Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $VZ $BMY

$121M

295 positions

#9MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $IBM $GE

$824M

231 positions

#10NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $BA $INTC

$229M

73 positions

#11Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $TXN $GE $GEV

$150M

134 positions

#12Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $MU $IBM

$367M

146 positions

#13Northwest Financial AdvisorsPassive

Notable overlap · 5 shared positions

$JHG $VZ $GE $IBM $GEV

$52M

66 positions

#14Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $CVS $BMY

$101M

130 positions

#15Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $MU $INTC $IBM

$383M

290 positions

#16HARVEST MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $BA $VIAV

$206M

55 positions

#17Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $VZ $GE

$162M

100 positions

#18Flagship Capital Management Inc.Active

Notable overlap · 4 shared positions

$JHG $VZ $CVS $IBM

$136M

48 positions

#19Burford Brothers, Inc.Passive

Notable overlap · 6 shared positions

$JHG $VZ $TXN $GE $IBM $GEV

$244M

172 positions

#20Weaver Consulting GroupPassive

Notable overlap · 5 shared positions

$JHG $BA $GE $VZ $GEV

$420M

275 positions

#21Marshall Financial Group, LLCPassive

Some overlap · 3 shared positions

$JHG $LITE $VZ

$625M

293 positions

#22INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 5 shared positions

$JHG $MU $BA $INTC $IBM

$168M

73 positions

#23TruWealth Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $IBM $BMY

$2.1B

182 positions

#24Future Financial Wealth Managment LLCActive

Some overlap · 3 shared positions

$JHG $VZ $IBM

$155M

128 positions

#25Stirlingshire Investments, Inc.Passive

Some overlap · 3 shared positions

$JHG $VZ $GE

$114M

196 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.