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Hedge Funds Similar to Vectors Research ,

13F Portfolio OverlapQ1 2026Vectors Research , portfolio →
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Most similar hedge funds by 13F overlap

Vectors Research Management, LLC is an institutional investor managing $342M across 142 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 Vectors Research , are DUFF & PHELPS INVESTMENT, Energy Income Partners,, SPIRIT OF AMERICA /NY, with shared positions in $WMB, $LNG, $AEP, $DUK, $SO, $EQIX. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 8 shared positions
$WMB$LNG$AEP$DUK$SO$EQIX
$9.6B
148 positions
#2Energy Income Partners, LLCActive
Some overlap · 7 shared positions
$WMB$KMI$LNG$AEP$DUK$SO
$6.2B
87 positions
#3SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 7 shared positions
$WMB$KMI$LNG$GEV$EQIX$IRM
$507M
306 positions
#4Slocum, Gordon & Co LLPPassive
Some overlap · 7 shared positions
$WMB$IBM$KMI$GEV$AEP$DUK
$147M
64 positions
#5Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$IBM$WMB$KMI$SO$KR$DELL
$1.2B
93 positions
#6CI INVESTMENTS INC.Active
Some overlap · 8 shared positions
$LNG$AMD$GEV$WMB$BAC$EQIX
$20.6B
613 positions
#7CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$WMB$GEV$DUK$BAC$NEE
$1.3B
118 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$VLTO$NEE$SO$DUK$BAC
$350M
95 positions
#9Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$WMB$GEV$DUK$BAC$NEE
$685M
380 positions
#10Cambridge Financial Group, Inc.Active
Some overlap · 6 shared positions
$WMB$R$TJX$GEV$BAC$KR
$267M
33 positions
#11United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$VLTO$IBM$TJX$LNG$DUK
$660M
111 positions
#12Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$VLTO$NEE$DUK$SO
$204M
120 positions
#13Intelligence Driven Advisers, LLCActive
Some overlap · 3 shared positions
$VLTO$GSAT$GEV
$574M
130 positions
#14Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$VLTO$DELL$NEE
$96M
89 positions
#15Connecticut Capital Management Group, LLCPassive
Some overlap · 3 shared positions
$VLTO$AMD$WMB
$106M
109 positions
#16POWER WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VLTO$KR$NEE
$269M
96 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$IBM$WMB$AEP$DUK$SO$NEE
$1.5B
235 positions
#18Trust Investment AdvisorsPassive
Some overlap · 6 shared positions
$IBM$TJX$AMD$DUK$IRM$DELL
$171M
89 positions
#19FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$VLTO$IBM$NEE$BAC
$560M
221 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$WMB$LNG$AEP$DUK$SO$NEE
$460M
115 positions
#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$LNG$WMB$TJX$SO$BAC$EQIX
$417M
199 positions
#22EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$WMB$KMI$LNG$GEV$NEE
$2.8B
276 positions
#23FARMERS TRUST COPassive
Some overlap · 6 shared positions
$LNG$IBM$KMI$SO$KR$NEE
$637M
203 positions
#24Decker Wealth Management LLCPassive
Some overlap · 6 shared positions
$IBM$GSAT$R$TJX$BAC$DUK
$441M
105 positions
#25Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$VLTO$GSAT$DELL
$145M
98 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.