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 Vanguard Wealth Advisors

13F Portfolio OverlapQ1 2026Vanguard Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Vanguard Capital Wealth Advisors is an institutional investor managing $108M across 120 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 Vanguard Wealth Advisors are KTF INVESTMENTS,, CERTUITY,, AFFINITY INVESTMENT ADVISORS,, with shared positions in $MU, $URI, $MS, $BAC, $INTC, $BA. The full ranking of 25 similar funds is below.

#1KTF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$MU $URI $MS $BAC

$584M

91 positions

#2CERTUITY, LLCPassive

Notable overlap · 6 shared positions

$MU $MS $BAC $INTC $BA $VZ

$1.5B

659 positions

#3AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$MU $BAC $VLO $URI $MS $VZ

$160M

137 positions

#4MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$URI $BAC $VLO $CCJ $COP $MCD

$293M

103 positions

#5ARS Investment Partners, LLCActive

Notable overlap · 3 shared positions

$MU $BA $MS

$1.9B

182 positions

#6Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 3 shared positions

$MU $BA $BAC

$520M

30 positions

#7DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$MS $BAC $BA $MCD $COP $USB

$220M

38 positions

#8Capstone Capital Management LtdActive

Notable overlap · 5 shared positions

$MU $BA $INTC $PANW $ARWR

$99M

51 positions

#9DCF Advisers, LLCActive

Some overlap · 4 shared positions

$MU $BAC $SLV $USB

$375M

86 positions

#10Optiver Holding B.V.Active

Some overlap · 5 shared positions

$MU $SLV $MS $PANW $BAC

$289.5B

2,301 positions

#11HOERTKORN RICHARD CHARLESActive

Some overlap · 6 shared positions

$BA $BAC $APA $MCD $INTC $DVN

$122M

75 positions

#12Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$MU $URI $CCJ $USB

$88M

65 positions

#13Consolidated Investment Group LLCActive

Some overlap · 5 shared positions

$MU $BAC $MS $URI $PANW

$922M

77 positions

#14Richard C. Young & CO., LTD.Active

Some overlap · 6 shared positions

$MU $SLV $VLO $MCD $APH $VZ

$1.2B

93 positions

#15Xcel Wealth Management, LLCPassive

Some overlap · 5 shared positions

$BA $MS $BAC $VZ $PANW

$362M

133 positions

#16Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$MU $BA $MCD $COP

$566M

28 positions

#17FWL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MU $URI $CCJ $USB

$456M

346 positions

#18Collar Capital Management, LLCPassive

Some overlap · 3 shared positions

$MU $BA $INTC

$155M

72 positions

#19Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $VLO $VZ $PANW

$160M

124 positions

#20MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$BA $MU $CCJ $COP $USB

$115M

98 positions

#21VALUEWORKS LLCActive

Some overlap · 3 shared positions

$MU $BA $INTC

$367M

35 positions

#22Kamunting Street Capital Management, L.P.Active

Some overlap · 3 shared positions

$MU $SLV $DVN

$183M

28 positions

#23Scott & Selber, Inc.Active

Some overlap · 4 shared positions

$MU $BAC $COP $DVN

$387M

91 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$URI $MU $APH $USB $PANW

$172M

76 positions

#25Employees Provident Fund BoardActive

Some overlap · 3 shared positions

$MU $BAC $PANW

$13.2B

70 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.