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Hedge Funds Similar to VANCE WEALTH,

13F Portfolio OverlapQ1 2026VANCE WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

VANCE WEALTH, LLC is an institutional investor managing $346M across 118 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 VANCE WEALTH, are Altiora Financial Group,, Sterling Financial Planning,, Fonville Wealth, with shared positions in $NKE, $SNOW, $SE, $CTVA, $BAC, $IBIT. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Notable overlap · 7 shared positions
$NKE$SNOW$SE$CTVA$BAC$IBIT
$607M
110 positions
#2Sterling Financial Planning, Inc.Active
Notable overlap · 5 shared positions
$NKE$SNOW$SE$UNIT$WT
$337M
117 positions
#3Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$NKE$SNOW$SE$IBIT$UNIT
$525M
138 positions
#4Savant Capital, LLCActive
Notable overlap · 6 shared positions
$NKE$SNOW$UNIT$UBER$WT$SE
$20.7B
1,500 positions
#5Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 4 shared positions
$NKE$SNOW$UNIT$SE
$111M
63 positions
#6Beckerman Institutional, LLCPassive
Notable overlap · 5 shared positions
$NKE$SNOW$UNIT$BAC$WT
$188M
121 positions
#7Tassel Capital Management, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$SNOW$CTVA
$184M
37 positions
#8McLean Asset Management CorpActive
Some overlap · 6 shared positions
$NKE$CTVA$SNOW$BAC$WT$SE
$572M
165 positions
#9FISCHER INVESTMENT STRATEGIES, LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$BITB$IBIT
$171M
45 positions
#10Burk Holdings LLCPassive
Some overlap · 5 shared positions
$NKE$SNOW$WT$BAC$AMD
$233M
676 positions
#11Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$SNOW$UNIT
$171M
106 positions
#12Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$NKE$SNOW$UNIT
$1.1B
121 positions
#13Tillman Hartley LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$CTVA$WT
$398M
88 positions
#14RF&L WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NKE$CTVA$SE$UNIT$SNOW
$134M
52 positions
#15DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$SNOW$UNIT
$249M
92 positions
#16TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 6 shared positions
$NKE$SNOW$CTVA$WT$UNIT$SE
$718M
143 positions
#17FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$NKE$SNOW$UNIT
$754M
345 positions
#18Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$NKE$SNOW$IBIT$UNIT
$228M
72 positions
#19KELLY FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SNOW$NKE$SE$BAC
$398M
100 positions
#20Team Hewins, LLCSmart money
Some overlap · 4 shared positions
$NKE$SNOW$WT$UNIT
$337M
41 positions
#21Clarity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$NKE$SNOW$WT$DIS
$198M
290 positions
#22Foundation Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$SNOW$CTVA$SE$IBIT$DIS
$148M
44 positions
#23Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$NKE$SNOW$WT
$106M
103 positions
#24McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$NKE$SNOW$WT
$119M
65 positions
#25OMNI 360 Wealth, Inc.Passive
Some overlap · 3 shared positions
$NKE$SNOW$WT
$194M
125 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.