How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Vantage Financial Partners,

13F Portfolio OverlapQ4 2025Vantage Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Vantage Financial Partners, LLC is an institutional investor managing $493M across 212 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vantage Financial Partners, are Catalyst Investment, Compass Ion Advisors,, Mill Creek Advisors,, with shared positions in $DHR, $SE, $MS, $HUM, $COP, $BAH. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DHR $SE $MS $HUM

$90M

65 positions

#2Compass Ion Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $MS $HUM $COP $BAH

$1.0B

279 positions

#3Mill Creek Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $SE $LEN $MS $HUM

$4.9B

260 positions

#4Fund Evaluation Group, LLCSmart money

Notable overlap · 3 shared positions

$DHR $SE $LEN

$3.3B

73 positions

#5Skyline Advisors, Inc.Passive

Notable overlap · 3 shared positions

$DHR $BAH $MS

$287M

120 positions

#6FORTE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$DHR $MS $CRM

$228M

76 positions

#7RPS ADVISORY SOLUTIONS LLCActive

Notable overlap · 3 shared positions

$DHR $HUM $T

$176M

108 positions

#8Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$DHR $HUM $COP

$147M

13 positions

#9Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $HUM $COP

$163M

55 positions

#10Schubert & CoActive

Notable overlap · 4 shared positions

$DHR $T $COP $PWR

$123M

69 positions

#11Financial Designs CorpActive

Notable overlap · 3 shared positions

$DHR $LEN $SLV

$180M

40 positions

#12Spectrum Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$DHR $WEC $HUM $T

$201M

46 positions

#13Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DHR $LEN $GMM

$394M

37 positions

#14Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$DHR $HUM $MS

$242M

112 positions

#15TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$DHR $JHG $VZ

$1.0B

266 positions

#16Magnolia Wealth Management, LLCActive

Notable overlap · 5 shared positions

$DHR $COP $SLV $MS $CINF

$172M

212 positions

#17Forum Private Client Group LLCActive

Notable overlap · 6 shared positions

$DHR $HUM $T $COP $NTRB $VZ

$300M

80 positions

#18Williams & Novak, LLCPassive

Some overlap · 6 shared positions

$DHR $MS $SE $LEN $CRM $SLV

$134M

143 positions

#19WealthCollab, LLCPassive

Some overlap · 3 shared positions

$DHR $COP $CRM

$243M

977 positions

#20Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$DHR $SE $MS $HUM

$120M

84 positions

#21APS Management Group, Inc.Passive

Some overlap · 4 shared positions

$DHR $MS $COP $GMM

$117M

72 positions

#22Note Advisors, LLCActive

Some overlap · 3 shared positions

$DHR $HUM $MS

$200M

85 positions

#23FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$DHR $SE $COP

$133M

121 positions

#24REGATTA CAPITAL GROUP, LLCPassive

Some overlap · 4 shared positions

$DHR $BAH $T $VZ

$661M

215 positions

#25Capital Developers, LLCActive

Some overlap · 3 shared positions

$DHR $MS $GMM

$111M

52 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.