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Hedge Funds Similar to VISTA FINANCE,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VISTA FINANCE, are SHUFRO ROSE &, Anson ,, Mills Wealth Advisors, with shared positions in $ALPS, $RELX, $LEN, $FSCO, $FBTC, $BRZE. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$RELX$LEN
$1.5B
307 positions
#2Anson Capital, Inc.Passive
Notable overlap · 3 shared positions
$FSCO$FBTC$BRZE
$146M
90 positions
#3Mills Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$ALPS$FBTC$GLDM$GBTC
$286M
80 positions
#4Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$ALPS$VCTR$MEDP$GRBK
$5.3B
375 positions
#5Haven Private, LLCPassive
Some overlap · 4 shared positions
$ALPS$FBTC$ARCC$GBTC
$230M
166 positions
#6Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$FSCO$RELX$ALPS
$405M
298 positions
#7Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$RELX$GLDM
$127M
57 positions
#8CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$RELX$ARCC
$309M
132 positions
#9Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$FBTC$BRZE
$127M
62 positions
#10FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$RELX$ALPS$IBIT
$228M
76 positions
#11SMART Wealth LLCPassive
Some overlap · 3 shared positions
$ALPS$FBTC$GBTC
$341M
207 positions
#12North Ground CapitalActive
Some overlap · 3 shared positions
$FSCO$ARCC$FSK
$83M
40 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$ALPS$GLDM$FSCO$FSK
$132M
80 positions
#14Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$FSCO$RELX$BRZE$LEN
$99M
59 positions
#15Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$ALPS$ARCC$BRZE
$8.1B
221 positions
#16Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$RELX$GLDM$GBTC
$364M
171 positions
#17Upper Left Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLDM$FBTC$IBIT$GBTC$BRZE
$169M
68 positions
#18Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$FBTC$IBIT$GLDM
$1.0B
279 positions
#19CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 5 shared positions
$FSCO$ARCC$GBTC$BRZE$FSK
$157M
130 positions
#20Proficio Capital Partners LLCActive
Slight overlap · 3 shared positions
$ALPS$LEN$IBIT
$1.9B
248 positions
#21Winthrop Advisory Group LLCActive
Slight overlap · 3 shared positions
$RELX$LEN$BRZE
$1.2B
195 positions
#22Alamea Verwaltungs GmbHActive
Slight overlap · 4 shared positions
$FBTC$IBIT$GBTC$MUSA
$135M
82 positions
#23Legacy Wealth Managment, LLC/IDPassive
Slight overlap · 3 shared positions
$RELX$IBIT$FSK
$201M
1,043 positions
#24KICKSTAND VENTURES, LLC.Active
Slight overlap · 3 shared positions
$ALPS$GLDM$LEN
$475M
130 positions
#25Citrine Capital LLCActive
Slight overlap · 4 shared positions
$FBTC$IBIT$GBTC$BRZE
$231M
58 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.