What hedge funds are most similar to Vigilare Wealth Management?

The funds with the most similar 13F portfolios to Vigilare Wealth Management are First Financial Group, MBA Advisors, Per Stirling ,, based on overlapping conviction holdings in the latest SEC filings.

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 Vigilare Wealth

13F Portfolio OverlapQ1 2026Vigilare Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vigilare Wealth Management is an institutional investor managing $326M across 123 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 Vigilare Wealth are First Financial Group, MBA Advisors, Per Stirling ,, with shared positions in $WT, $JHG, $SNOW, $GEV, $HUM, $GE. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Notable overlap · 6 shared positions

$WT $JHG $SNOW $GEV $HUM $GE

$122M

80 positions

#2MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $SNOW $AGQ $GE $ALPS

$260M

146 positions

#3Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $JHG $AGQ $HUM $SNOW

$905M

310 positions

#4OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $SNOW $PLTR

$215M

159 positions

#5Avant Capital LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $AGQ $PLTR $ALPS

$142M

76 positions

#6Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $HUM $SNOW $SCHW

$104M

20 positions

#7PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $AGQ

$139M

59 positions

#8Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $PLTR $LHX

$157M

103 positions

#9Clearwater Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $JHG $SNOW $PLTR $AGQ

$1.2B

177 positions

#10Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $GEV $GE

$150M

134 positions

#11tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $AGQ $HUM

$202M

102 positions

#12WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $SCHW

$336M

138 positions

#13Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $JHG $AGQ

$462M

53 positions

#14Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $SNOW $GEV $GE

$227M

74 positions

#15Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $SCHW

$89M

81 positions

#16Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$WT $JHG $SNOW

$415M

51 positions

#17IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $GEV $PLTR $LHX

$446M

95 positions

#18Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $SNOW

$188M

174 positions

#19Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $PLTR

$219M

124 positions

#20GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $HUM

$5.5B

999 positions

#21Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $PLTR

$136M

108 positions

#22HOWARD FINANCIAL SERVICES, LTD.Passive

Notable overlap · 4 shared positions

$WT $HUM $PLTR $SCHW

$888M

223 positions

#23BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $HUM $SCHW

$129M

217 positions

#24Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $HUM $SCHW $PLTR

$365M

111 positions

#25COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $JHG $HUM

$157M

92 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.