Hedge Funds Similar to Vanguard Personalized Indexing

13F Portfolio OverlapQ2 2026Vanguard Personalized Indexing portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Vanguard Personalized Indexing Management, LLC is an institutional investor managing $12.2B across 2,242 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 Vanguard Personalized Indexing are Camarda Financial Advisors, ARROWSTREET , LIMITED PARTNERSHIP, Ethic, with shared positions in $KLAC, $SNDK, $ASML, $TJX. The full ranking of 25 similar funds is below.

#1Camarda Financial Advisors, LLC

Slight overlap · 4 shared positions

$KLAC $SNDK $ASML $TJX

$331M

122 positions

#2ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $ASML $TJX

$225.4B

1,887 positions

#3Ethic Inc.Passive

Slight overlap · 4 shared positions

$KLAC $SNDK $ASML $TJX

$8.0B

1,358 positions

#4Alight Capital Management LPPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$712M

83 positions

#5Global Trust Asset Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$320M

463 positions

#6Outlook Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$463M

305 positions

#7E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$302M

551 positions

#8Gunderson Capital Management Inc.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$370M

52 positions

#9E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$4.5B

488 positions

#10China Universal Asset Management Co., Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$1.7B

513 positions

#11Benchmark Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$228M

70 positions

#12SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$973M

379 positions

#13GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$8.3B

587 positions

#14Invesco Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$1.3T

3,819 positions

#15Winslow Capital Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$29.1B

66 positions

#16Owl Creek Wealth Partners LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$342M

1,289 positions

#17E6 Portfolios, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$125M

97 positions

#18PROFUND ADVISORS LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$3.6B

1,175 positions

#19Mirae Asset Global Investments Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$67.7B

1,670 positions

#20Tuttle Capital Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$148M

116 positions

#21TWIN PEAKS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$442M

226 positions

#22VICTORY CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$178.3B

2,482 positions

#23FLOW TRADERS U.S. LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$2.4B

979 positions

#24FMR LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$2.3T

5,572 positions

#25Cromwell Holdings LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $ASML

$223M

1,108 positions

Compare Vanguard Personalized Indexing’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Vanguard Personalized Indexing’s holdings

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.