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 VISIONARY HORIZONS,

13F Portfolio OverlapQ1 2026VISIONARY HORIZONS, portfolio →

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Most similar hedge funds by 13F overlap

VISIONARY HORIZONS, LLC is an institutional investor managing $239M across 145 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 VISIONARY HORIZONS, are CURIO WEALTH,, Arlington Financial Advisors,, Unison Advisors, with shared positions in $AMN, $PLTR, $NSC, $AN, $AMGN, $GILD. The full ranking of 25 similar funds is below.

#1CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$AMN $PLTR $NSC $AN

$293M

1,255 positions

#2Arlington Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $AMGN $GILD

$702M

95 positions

#3Unison Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $FITB $VZ $CI

$1.3B

175 positions

#4SPWM Advisors LLCPassive

Notable overlap · 3 shared positions

$AMN $MDT $NVS

$115M

93 positions

#5Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $PLTR $VZ

$381M

1,426 positions

#6Trace Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $DVN $NVS $PLTR

$133M

66 positions

#7Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$AMN $SO $GILD

$242M

112 positions

#8WMG Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $SO $VZ

$240M

100 positions

#9Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $NSC $GILD

$356M

106 positions

#10Freestate Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $VZ $TMUS

$125M

42 positions

#11New England Capital Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $FITB $ES

$365M

425 positions

#12HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $NOC $PLTR

$213M

81 positions

#13Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$AMN $PPG $PLTR

$143M

395 positions

#14Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $PLTR $NSC

$221M

60 positions

#15FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$AMN $AMGN $NSC

$242M

73 positions

#16Hill Investment Group Partners, LLCSmart money

Some overlap · 3 shared positions

$AMN $NSC $NOC

$906M

50 positions

#17Creative Capital Management Investments LLCActive

Some overlap · 3 shared positions

$AMN $GILD $AMGN

$348M

324 positions

#18EAGLE WEALTH STRATEGIES LLCActive

Some overlap · 3 shared positions

$AMN $NOC $VZ

$228M

114 positions

#19ELEVATE WEALTH ADVISORY, INCActive

Some overlap · 3 shared positions

$AMN $SO $NSC

$158M

125 positions

#20Drake & Associates, LLCActive

Some overlap · 3 shared positions

$AMN $DUK $MDT

$525M

97 positions

#21Torren Management, LLCActive

Some overlap · 4 shared positions

$AMN $PLTR $FITB $NSC

$201M

983 positions

#22Objectivity Squared, LLCActive

Some overlap · 3 shared positions

$AMN $DUK $NSC

$159M

55 positions

#23BetterWealth, LLCSmart money

Some overlap · 3 shared positions

$AMN $ES $AMGN

$510M

85 positions

#24Stephens Consulting, LLC

Some overlap · 3 shared positions

$AMN $AMGN $GILD

$309M

476 positions

#25IAM Advisory, LLCActive

Some overlap · 7 shared positions

$AMN $AMGN $NOC $PLTR $MSI $NVS

$446M

95 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.