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Hedge Funds Similar to Vivaldi

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

Vivaldi Capital Management LP is an institutional investor managing $723M across 290 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 Vivaldi are Barnes Dennig Private Wealth, CORDA Investment ,, Red Spruce ,, with shared positions in $AMAT, $BWA, $__PARK_1390777, $SLV, $SCHW, $AMGN. The full ranking of 25 similar funds is below.

#1Barnes Dennig Private Wealth Management LLCPassive
Substantial overlap · 17 shared positions
$AMAT$BWA$__PARK_1390777$SLV$SCHW$AMGN
$101M
307 positions
#2CORDA Investment Management, LLC.Active
Notable overlap · 5 shared positions
$__PARK_1390777$SCHW$AMAT$MDT$DE
$1.4B
80 positions
#3Red Spruce Capital, LLCPassive
Notable overlap · 5 shared positions
$AMAT$SCHW$MRVL$SNOW$MDT
$244M
94 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$__PARK_1390777$AMGN$MDT$AMAT
$1.1B
105 positions
#5Talbot Financial, LLCActive
Notable overlap · 4 shared positions
$AMAT$SCHW$AMGN$MDT
$1.2B
66 positions
#6Cohen Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$AMAT$SCHW$DE$CVS
$644M
154 positions
#7Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMAT$AMGN$DE$UPS
$184M
32 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$SLV$AMGN$MDT$IAU
$477M
70 positions
#9American Investment Services, Inc.Active
Notable overlap · 5 shared positions
$SCHW$AMGN$SNOW$IAU$GMM
$448M
132 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$SNOW$__PARK_1390777$MDT
$272M
95 positions
#11William Allan CorpPassive
Some overlap · 3 shared positions
$AMAT$SCHW$UPS
$169M
59 positions
#12TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$AMAT$SCHW$MRVL$CVS
$200M
110 positions
#13Harrington Investments, INCPassive
Some overlap · 4 shared positions
$SCHW$SNOW$AMGN$DE
$190M
84 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$SCHW$AMAT$MDT$AMGN
$132M
96 positions
#15DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$SCHW$MDT$DE
$253M
92 positions
#16DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$AMAT$IAU$__PARK_1390777$AMGN$NUE
$384M
149 positions
#17Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$AMAT$AMGN$SNOW$SCHW$DE
$333M
124 positions
#18CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 6 shared positions
$SCHW$MDT$DE$CVS$SNOW$GMM
$971M
146 positions
#19Curat Global, LLCPassive
Some overlap · 4 shared positions
$AMAT$AMGN$CVS$ON
$102M
265 positions
#20JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$SLV$SNOW$SCHW$GMM
$205M
139 positions
#21FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$SCHW$AMAT$__PARK_1390777$DE$MDT$GMM
$319M
251 positions
#22Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SCHW$AMGN$AMAT$DE
$136M
114 positions
#23Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$SCHW$AMGN$DE
$163M
52 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMGN$__PARK_1390777$SNOW
$353M
78 positions
#25Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$AMAT$SCHW$GLPI
$1.5B
225 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.