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Hedge Funds Similar to VISTA FINANCE

13F Portfolio OverlapQ2 2026VISTA FINANCE portfolio →
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Most similar hedge funds by 13F overlap

VISTA FINANCE, LLC is an institutional investor managing $179M across 69 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 VISTA FINANCE are CERTIOR FINANCIAL GROUP, Upper Left Wealth, Compass Ion Advisors, with shared positions in $FSCO, $GLDM, $GBTC, $DOV, $FSK, $FBTC. The full ranking of 25 similar funds is below.

#1CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$FSCO$GLDM$GBTC$DOV$FSK
$183M
146 positions
#2Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLDM$FBTC$IBIT$GBTC
$180M
73 positions
#3Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$FBTC$GLDM$IBIT$GBTC$DOV
$1.2B
297 positions
#4ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$FBTC$IBIT
$621M
90 positions
#5Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$FBTC$GBTC
$318M
76 positions
#6NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$IBIT$GBTC$DOV
$270M
74 positions
#7Copia Wealth Management
Some overlap · 4 shared positions
$GLDM$IBIT$GBTC$DOV
$166M
570 positions
#8PALLADIEM, LLCActive
Some overlap · 4 shared positions
$GLDM$IBIT$RBC$FN
$103M
136 positions
#9OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$GBTC
$116M
69 positions
#10Granahan Investment Management, LLCPassive
Some overlap · 6 shared positions
$QXO$VCTR$RBC$MOD$LGND$FROG
$2.8B
150 positions
#11TLT Family Holdco ULCActive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$704M
9 positions
#12Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$271M
129 positions
#13Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$530M
235 positions
#14Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$115M
76 positions
#15Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$FBTC$DOV
$1.1B
106 positions
#16PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$312M
131 positions
#17Alpha Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$FBTC
$190M
118 positions
#18Quest 10 Wealth Builders, Inc.Passive
Some overlap · 3 shared positions
$GLDM$FBTC$DOV
$129M
776 positions
#19Alamea Verwaltungs GmbHActive
Some overlap · 3 shared positions
$FBTC$IBIT$GBTC
$125M
73 positions
#20Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$IBIT$DOV
$113M
103 positions
#21Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$FBTC$IBIT$DOV
$158M
57 positions
#22Bayshore Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$FBTC$IBIT$FSK
$214M
42 positions
#23Warren Street Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$FBTC
$448M
156 positions
#24Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$714M
333 positions
#25Apeiron RIA LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$FSCO
$390M
162 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.