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 VISTA INVESTMENT

13F Portfolio OverlapQ1 2026VISTA INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

VISTA INVESTMENT MANAGEMENT is an institutional investor managing $301M across 176 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 VISTA INVESTMENT are Quaker Wealth ,, Hobart Private ,, AMI INVESTMENT, with shared positions in $COP, $JHG, $MAR, $RELX, $WT, $GMM. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $JHG $MAR $RELX

$320M

972 positions

#2Hobart Private Capital, LLCPassive

Notable overlap · 5 shared positions

$COP $MAR $WT $GMM $DIS

$509M

132 positions

#3AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$COP $MAR $LOW $DIS $WFC $ELV

$445M

77 positions

#4Mason & Associates IncActive

Notable overlap · 4 shared positions

$COP $JHG $WT $DIS

$516M

160 positions

#5BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$COP $WT $JHG $RELX $DIS

$129M

217 positions

#6tru Independence LLCPassive

Notable overlap · 5 shared positions

$JHG $WT $MAR $COF $WFC

$202M

102 positions

#7Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$JHG $MAR $RELX $WT $COP

$162M

100 positions

#8CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$JHG $WT $RELX $LOW $MAR $TMO

$309M

132 positions

#9Asio Capital, LLCActive

Notable overlap · 7 shared positions

$JHG $COP $TEL $LOW $COF $TMO

$712M

110 positions

#10Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$MAR $WT $COP $TMO

$153M

344 positions

#11Advisory Resource GroupPassive

Notable overlap · 4 shared positions

$COP $JHG $GMM $ELV

$581M

172 positions

#12Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $JHG $AZN $WFC

$1.3B

129 positions

#13Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$COP $WT $MAR $EOG

$451M

146 positions

#14BARINGS LLCActive

Notable overlap · 5 shared positions

$COP $JHG $AZN $MAR $EOG

$6.2B

179 positions

#15Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$COP $WT $MAR

$293M

107 positions

#16Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$COP $JHG $COF

$101M

130 positions

#17JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$COP $WT $LOW $COF

$102M

27 positions

#18Redwood Financial Network CorpPassive

Notable overlap · 6 shared positions

$FSCO $JHG $PNC $GMM $WT $MAR

$153M

170 positions

#19Madden Advisory Services, Inc.Passive

Notable overlap · 3 shared positions

$MAR $COP $FSCO

$254M

108 positions

#20Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MAR $WT $RELX $GMM $LOW

$589M

138 positions

#21CGN Advisors LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $GMM

$1.3B

317 positions

#22Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $GMM

$542M

62 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $JHG $COP

$157M

92 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$COP $MAR $AZN

$721M

145 positions

#25Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $MAR $JHG

$1.8B

57 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.