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Hedge Funds Similar to Vise Technologies,

13F Portfolio OverlapQ1 2026Vise Technologies, portfolio →
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Most similar hedge funds by 13F overlap

Vise Technologies, Inc. is an institutional investor managing $5.1B across 1,447 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 Vise Technologies, are Disciplined Investments,, Glass Jacobson Investment Advisors, White Lighthouse Investment, with shared positions in $IAU, $NKE, $USB, $UPST, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$IAU$NKE$USB$UPST$COP$DDOG
$279M
141 positions
#2Glass Jacobson Investment Advisors llcPassive
Some overlap · 6 shared positions
$IAU$NKE$USB$UPST$COP$DDOG
$290M
607 positions
#3White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$IAU$HUM$USB$UPST$COP$DDOG
$721M
145 positions
#4Apella Capital, LLCActive
Some overlap · 7 shared positions
$NKE$USB$COP$UPST$DDOG$IAU
$6.7B
685 positions
#5Farrell Financial LLCPassive
Some overlap · 5 shared positions
$IAU$HUM$USB$COP$DDOG
$167M
76 positions
#6Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$HUM$USB$COP$DDOG
$420M
120 positions
#7American Investment Services, Inc.Active
Some overlap · 5 shared positions
$IAU$NKE$USB$UPST$DDOG
$448M
132 positions
#8Trademark Financial Management, LLCPassive
Some overlap · 4 shared positions
$IAU$NKE$HUM$USB
$204M
102 positions
#9CARDIFF PARK ADVISORS, LLCActive
Some overlap · 7 shared positions
$NKE$UPST$HUM$COP$DDOG$IAU
$1.3B
373 positions
#10PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$IAU$NKE$USB$COP$DDOG
$1.4B
283 positions
#11Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$IAU$NKE$HUM$UPST$COP
$414M
694 positions
#12PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 6 shared positions
$HUM$USB$UPST$COP$DDOG$IAU
$1.6B
236 positions
#13Opus Financial Solutions LLCPassive
Some overlap · 6 shared positions
$NKE$HUM$COP$UPST$IAU$DDOG
$106M
103 positions
#14Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$NKE$HUM$UPST
$120M
79 positions
#15EQ WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$IAU$NKE$HUM$COP
$171M
54 positions
#16SAGE RHINO CAPITAL LLCPassive
Some overlap · 5 shared positions
$IAU$USB$UPST$COP$DDOG
$535M
330 positions
#17Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$IAU$HUM$COP$DDOG$USB
$480M
160 positions
#18Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$HUM$USB$COP
$98M
68 positions
#19Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$HUM$USB$COP
$186M
163 positions
#20Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$HUM$USB$COP
$287M
188 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$HUM$USB$UPST$COP$DDOG
$350M
95 positions
#22Cascade Wealth Advisors, IncActive
Some overlap · 5 shared positions
$HUM$USB$UPST$COP$DDOG
$228M
60 positions
#23Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$HUM$USB$UPST$COP$DDOG
$109M
1,311 positions
#24Burk Holdings LLCPassive
Some overlap · 4 shared positions
$IAU$NKE$HUM$DDOG
$233M
676 positions
#25Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$IAU$NKE$UPST$DDOG$COP
$607M
110 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.