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 Venture Visionary Partners

13F Portfolio OverlapQ1 2026Venture Visionary Partners portfolio →

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Most similar hedge funds by 13F overlap

Venture Visionary Partners LLC is an institutional investor managing $3.0B across 662 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 Venture Visionary Partners are Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD, Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD, OMNI 360 Wealth,, with shared positions in $KKR, $WT, $GRWG, $VRT, $MS, $ANDE. The full ranking of 25 similar funds is below.

#1Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive

Some overlap · 4 shared positions

$KKR $WT $GRWG $VRT

$506M

57 positions

#2Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 4 shared positions

$KKR $WT $GRWG $VRT

$1.5B

55 positions

#3OMNI 360 Wealth, Inc.Passive

Some overlap · 4 shared positions

$KKR $WT $GRWG $MS

$194M

125 positions

#4CROBANPassive

Some overlap · 4 shared positions

$KKR $WT $ANDE $AMGN

$213M

73 positions

#5PACIFIC SUN FINANCIAL CORPPassive

Some overlap · 4 shared positions

$KKR $WT $ARKO $WELL

$206M

201 positions

#6NOVEM GROUPPassive

Some overlap · 4 shared positions

$KKR $HLT $WT $AMGN

$873M

437 positions

#7Cherry Tree Wealth Management, LLCPassive

Some overlap · 3 shared positions

$KKR $HLT $WT

$473M

582 positions

#8Pinnacle Wealth Management Advisory Group, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $AMGN $MS

$1.5B

550 positions

#9Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $AMGN $MS

$175M

152 positions

#10Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$KKR $HLT $AMGN $MS

$340M

174 positions

#11WealthPLAN Partners, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $AMGN $MS

$518M

221 positions

#12Quartz Partners, LLCPassive

Some overlap · 4 shared positions

$WT $HLT $VRT $KKR

$259M

168 positions

#13bLong Financial, LLCActive

Some overlap · 6 shared positions

$GRWG $AMGN $CRM $MS $VRT $WELL

$132M

76 positions

#14Aspire Capital Advisors LLCActive

Some overlap · 4 shared positions

$KKR $WT $ARKO $AMGN

$444M

122 positions

#15FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $MS $CRM

$233M

350 positions

#16LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$KKR $WT $GRWG

$595M

360 positions

#17Ruggaard & Associates LLCPassive

Some overlap · 4 shared positions

$WT $HLT $MS $PSX

$252M

122 positions

#18Wealthcare Advisory Partners LLCPassive

Some overlap · 3 shared positions

$KKR $WT $HLT

$5.1B

1,073 positions

#19PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HLT $KKR $AMGN

$500M

166 positions

#20SONATA CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$KKR $HLT $WT

$271M

123 positions

#21Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 3 shared positions

$KKR $WT $ARKO

$381M

163 positions

#22SMITH, MOORE & CO.Passive

Some overlap · 4 shared positions

$GRWG $WT $CRM $MS

$1.4B

558 positions

#23Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 3 shared positions

$KKR $WT $AMGN

$170M

125 positions

#24BEACON FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$KKR $WT $PSX

$1.0B

348 positions

#25Bowman & Co S.C.

Some overlap · 3 shared positions

$KKR $WT $CRM

$237M

118 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.