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 OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vigilare Wealth are Intrepid Financial Planning Group, Verity & Verity, Hudson Value Partners, with shared positions in $VLO, $PLTR, $SCHW, $DELL, $AMGN, $FNF. The full ranking of 25 similar funds is below.

#1Intrepid Financial Planning Group LLCPassive

Slight overlap · 5 shared positions

$VLO $PLTR $SCHW $DELL $AMGN

$294M

135 positions

#2Verity & Verity, LLCActive

Slight overlap · 3 shared positions

$FNF $DELL $AMGN

$1.5B

138 positions

#3Hudson Value Partners, LLCPassive

Slight overlap · 3 shared positions

$FNF $DELL $AMGN

$399M

113 positions

#4Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$FNF $PLTR $PWR

$851M

231 positions

#5MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$VLO $PLTR $DELL $PWR

$140M

63 positions

#6Menard Financial Group LLCActive

Slight overlap · 4 shared positions

$PLTR $SCHW $DELL $PWR

$184M

80 positions

#7HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SCHW $DELL $PWR

$217M

352 positions

#8Citizens Business BankActive

Slight overlap · 4 shared positions

$PLTR $SCHW $DELL $PWR

$664M

139 positions

#9TOEWS CORP /ADVActive

Slight overlap · 4 shared positions

$PLTR $SCHW $DELL $AEP

$686M

151 positions

#10JT Stratford LLCPassive

Slight overlap · 4 shared positions

$VLO $PLTR $DELL $DAL

$912M

321 positions

#11Hilton Head Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$VLO $PLTR $PWR $AMGN

$198M

912 positions

#12Purus Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GLDM $PWR $AMGN

$363M

171 positions

#13Aspen Investment Management IncPassive

Slight overlap · 4 shared positions

$PLTR $SCHW $PWR $AMGN

$372M

187 positions

#14TKG Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $PWR $AEP $AMGN

$288M

94 positions

#15AMERIFLEX GROUP, INC.Passive

Slight overlap · 3 shared positions

$FNF $AMGN $DAL

$245M

1,574 positions

#16Royal Palms Capital LLCPassive

Slight overlap · 3 shared positions

$VLO $PLTR $SCHW

$114M

57 positions

#17BYRNE FINANCIAL FREEDOM, LLCPassive

Slight overlap · 4 shared positions

$PLTR $DELL $AMGN $PWR

$256M

119 positions

#18Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $GLDM $SCHW

$714M

333 positions

#19Legal Advantage Investments, Inc.Active

Slight overlap · 3 shared positions

$PLTR $SCHW $FNF

$285M

77 positions

#20Achmea Investment Management B.V.Active

Slight overlap · 3 shared positions

$VLO $PLTR $DELL

$4.0B

115 positions

#21Cornerstone Select Advisors, LLCPassive

Slight overlap · 3 shared positions

$VLO $PLTR $DELL

$238M

149 positions

#22MRP Capital Investments, LLCPassive

Slight overlap · 3 shared positions

$VLO $PLTR $DELL

$136M

223 positions

#23QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 3 shared positions

$VLO $PLTR $PWR

$196M

153 positions

#24Legacy Bridge, LLCPassive

Slight overlap · 3 shared positions

$VLO $PLTR $PWR

$324M

322 positions

#25Forvis Mazars Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$VLO $GLDM $PWR

$6.0B

433 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.