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Hedge Funds Similar to Vanguard Wealth Advisors

13F Portfolio OverlapQ3 2026Vanguard Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Vanguard Capital Wealth Advisors is an institutional investor managing $145M across 128 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vanguard Wealth Advisors are NORTH POINT PORTFOLIO MANAGERS, Nordwand Advisors, KTF INVESTMENTS, with shared positions in $URI, $BA, $APH, $TPL, $MRVL, $MS. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$URI$BA$APH$TPL
$595M
264 positions
#2Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$URI$MRVL$MS$NCLH
$652M
146 positions
#3KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$URI$MS$DELL
$932M
89 positions
#4ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$BA$MS$MCD$DELL
$1.0B
121 positions
#5MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$URI$CCJ$FCX$MCD
$329M
105 positions
#6HEFFERNAN ADVISORY, INCActive
Some overlap · 3 shared positions
$URI$MRVL$STX
$149M
57 positions
#7Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$URI$CCJ$FCX$PM
$161M
189 positions
#8Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$URI$CCJ$APH
$508M
84 positions
#9ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$BA$CCJ$APH$FCX$STX
$2.3B
181 positions
#10HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$BA$MRVL$MCD
$149M
71 positions
#11New England Research & Management, Inc.Passive
Some overlap · 3 shared positions
$URI$MS$FCX
$259M
131 positions
#12BLUE JEAN FINANCIAL LLCPassive
Some overlap · 4 shared positions
$CCJ$URI$MS$FCX
$163M
74 positions
#13Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$CCJ$FCX$D
$437M
242 positions
#14DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$BA$MCD$DELL$PM
$253M
38 positions
#15GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 4 shared positions
$MRVL$CCJ$BA$D
$1.7B
73 positions
#16NZS Capital, LLCActive
Some overlap · 3 shared positions
$URI$MRVL$APH
$3.9B
61 positions
#17Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$MS$URI$APH$MCD
$185M
156 positions
#18Pettee Investors, Inc.Passive
Some overlap · 3 shared positions
$URI$MCD$STX
$203M
115 positions
#19JBF Capital, Inc.Smart money
Some overlap · 3 shared positions
$MS$URI$DELL
$764M
100 positions
#20Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MS$MRVL$MCD$PM
$1.1B
166 positions
#21Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$MS$URI$DELL
$248M
55 positions
#22Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$MRVL$BA$MCD$STX
$1.3B
261 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MRVL$CCJ$APH$FCX
$254M
141 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$MRVL$MS$DELL
$1.1B
115 positions
#25Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$BA$APH
$433M
85 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.