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Hedge Funds Similar to VisionPoint Advisory Group,

13F Portfolio OverlapQ1 2026VisionPoint Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

VisionPoint Advisory Group, LLC is an institutional investor managing $613M across 475 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 VisionPoint Advisory Group, are FWL INVESTMENT ,, REUTER JAMES WEALTH ,, PERRYMAN FINANCIAL ADVISORY /AD, with shared positions in $LNG, $ALPS, $MDT, $USB, $WMB, $ETR. The full ranking of 25 similar funds is below.

#1FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 9 shared positions
$LNG$ALPS$MDT$USB$WMB$ETR
$456M
346 positions
#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$DE$LNG$WT$MDT$USB$WMB
$697M
218 positions
#3PERRYMAN FINANCIAL ADVISORY INC /ADActive
Some overlap · 6 shared positions
$DE$LNG$ALPS$WT$FITB$COP
$667M
175 positions
#4FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$DE$PM$GMM$MDT$FITB$COP
$319M
251 positions
#5MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$DE$LNG$PM$WMB$ETR$COP
$460M
115 positions
#6Blue Line Capital, LLC / ILPassive
Some overlap · 6 shared positions
$LNG$ALPS$TMO$HBAN$USB$MU
$88M
65 positions
#7Broyhill Asset Management, LLCPassive
Some overlap · 7 shared positions
$TMO$PM$VVV$RTO$IQV$CACI
$108M
74 positions
#8FIRST AMERICAN TRUST, FSBPassive
Some overlap · 6 shared positions
$ALPS$TMO$MDT$USB$ETR$COP
$1.5B
290 positions
#9Oregon Pacific Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WT$TMO$PM$ALPS$IQV$COP
$96M
105 positions
#10G&S Capital LLCPassive
Some overlap · 6 shared positions
$ALPS$MDT$WMB$ETR$GMM$MU
$285M
133 positions
#11Continuum Advisory, LLCPassive
Some overlap · 7 shared positions
$ALPS$MDT$LNG$WMB$MU$ETR
$1.0B
453 positions
#12Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$DE$LNG$TMO$PM
$214M
108 positions
#13Boston PartnersPassive
Some overlap · 6 shared positions
$PM$HBAN$ETR$IQV$MU$COP
$95.5B
767 positions
#14MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$DE$TMO$USB$IQV
$402M
81 positions
#15Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$DE$TMO$WMB$COP
$943M
155 positions
#16Fullerton Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$TMO$GMM$USB$COP
$97M
53 positions
#17CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$DE$PM$MDT$COP
$758M
179 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DE$TMO$USB$COP
$7.8B
1,278 positions
#19MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$LNG$MDT$WMB$ETR$COP
$3.7B
138 positions
#20TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$ALPS$MDT$WMB$ETR$MU
$242M
89 positions
#21Astoria Portfolio Advisors LLC.Passive
Some overlap · 5 shared positions
$ALPS$WT$TMO$MU$AGNC
$470M
296 positions
#22CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$WT$PM$MDT$IQV$COP
$261M
181 positions
#23Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$DE$LNG$PM$WMB
$351M
124 positions
#24PCB Capital LLCPassive
Some overlap · 5 shared positions
$PM$GMM$USB$MU$COP
$63M
101 positions
#25TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$PM$MDT$ETR$IQV$COP
$132M
96 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.