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Hedge Funds Similar to Visionary Wealth Advisors

13F Portfolio OverlapQ1 2026Visionary Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Visionary Wealth Advisors is an institutional investor managing $2.3B across 638 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 Visionary Wealth Advisors are Stack Financial ,, Alpha Cubed Investments,, AMJ Financial Wealth, with shared positions in $PWR, $EMR, $PSX, $LMT, $NEE, $VZ. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive
Some overlap · 5 shared positions
$PWR$EMR$PSX$LMT$NEE
$1.4B
52 positions
#2Alpha Cubed Investments, LLC
Some overlap · 4 shared positions
$PWR$LMT$VZ$NEE
$2.9B
299 positions
#3AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$PWR$ORLY$EMR
$424M
86 positions
#4Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$SNOW$LEN
$99M
59 positions
#5Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$ORLY$NEE$SNOW
$1.4B
170 positions
#6Rithm Capital Corp.Active
Some overlap · 4 shared positions
$PWR$EMR$SO$NEE
$67M
38 positions
#7ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$PWR$EMR$PSX
$1.6B
163 positions
#8FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 4 shared positions
$PWR$HUM$EMR$PSX
$176M
104 positions
#9Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$PWR$SNOW$NKE
$1.2B
684 positions
#10Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$KMI$EMR$PSX$VZ$MO$SO
$1.2B
93 positions
#11Trust Point Inc.Active
Some overlap · 3 shared positions
$PWR$HUM$NEE
$1.2B
521 positions
#12B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 4 shared positions
$PWR$SNOW$LMT$NEE
$690M
115 positions
#13San Luis Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$HUM$PSX$VZ$MO
$604M
175 positions
#14Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PWR$SNOW$__PARK_1390777
$136M
108 positions
#15SkyOak Wealth, LLCPassive
Some overlap · 5 shared positions
$SNOW$HUM$EMR$NEE$VZ
$546M
255 positions
#16Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$PWR$SNOW$NKE
$314M
98 positions
#17ETF Store, Inc.Active
Some overlap · 5 shared positions
$SNOW$ORLY$VZ$MO$NEE
$103M
100 positions
#18Chris Bulman IncPassive
Some overlap · 4 shared positions
$SNOW$LEN$HUM$FCFS
$228M
150 positions
#19Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SNOW$VZ$MO$LMT$SO
$168M
121 positions
#20CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$PWR$KMI$NEE
$739M
164 positions
#21EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$SNOW$LMT
$369M
320 positions
#22OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$SNOW$NKE$HUM$NEE$LEN$LMT
$194M
125 positions
#23Wagner Wealth Management, LLCActive
Some overlap · 5 shared positions
$SNOW$FCFS$VZ$MO$SO
$495M
279 positions
#24Blackhawk Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SNOW$PWR$FCFS$VZ
$273M
141 positions
#25Archer Investment CorpPassive
Some overlap · 5 shared positions
$LEN$HUM$PWR$LMT$NEE
$469M
1,247 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.