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 Vivid Wealth

13F Portfolio OverlapQ3 2026Vivid Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vivid Wealth Management, LLC is an institutional investor managing $280M across 73 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vivid Wealth are Teamwork Financial Advisors, BNC WEALTH, Sun Financial, with shared positions in $KLAC, $ANET, $PWR, $NOW, $HOOD, $DE. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive

Substantial overlap · 20 shared positions

$KLAC $ANET $PWR $NOW $HOOD $DE

$908M

182 positions

#2BNC WEALTH MANAGEMENT, LLCPassive

Substantial overlap · 17 shared positions

$KLAC $PWR $ANET $PNC $CDNS $APD

$436M

104 positions

#3Sun Financial IncPassive

Substantial overlap · 18 shared positions

$ANET $MNST $BNY $UNP $ETN $TJX

$212M

161 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $PWR $ETN $MNST $TJX $PM

$1.6B

184 positions

#5Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$ANET $TJX $AXP $NOW $HOOD $ETN

$115M

89 positions

#6Taylor Hoffman Capital Management LLCActive

Notable overlap · 6 shared positions

$DE $KLAC $ANET $UNP $MNST $PM

$412M

122 positions

#7Longbow Finance SAPassive

Notable overlap · 7 shared positions

$AXP $TJX $BNY $KLAC $CDNS $ANET

$782M

59 positions

#8Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $MNST $CDNS $BNY

$169M

77 positions

#9Fortune Financial Advisors, LLCPassive

Notable overlap · 8 shared positions

$MNST $PM $NOC $TJX $KLAC $UNP

$234M

163 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$PNC $ETN $APD $UNP $BNY

$108M

52 positions

#11Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ANET $CDNS $AXP $TJX

$2.5B

166 positions

#12BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$KLAC $TJX $ANET $ETN $PM $UNP

$1.8B

356 positions

#13SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$PNC $UNP $AXP $TJX $PM

$145M

43 positions

#14CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PWR $MNST $CDNS $APD $TJX

$435M

70 positions

#15Covenant Asset Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PWR $HOOD $ANET $AXP

$746M

169 positions

#16Schuylkill Financial LLCActive

Notable overlap · 5 shared positions

$MNST $ETN $UNP $TJX $APD

$102M

66 positions

#17SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$DE $ETN $TPL $APD $OKE

$208M

56 positions

#18Metatron Capital SICAV plc - Metatron Long Term Equity FundActive

Notable overlap · 5 shared positions

$KLAC $BNY $CF $VST $NOW

$220M

65 positions

#19Valley Brook Capital Group, Inc.Passive

Notable overlap · 5 shared positions

$DE $KLAC $UNP $PNC $TJX

$178M

118 positions

#20DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$DE $PWR $ETN $APD

$121M

100 positions

#21JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$KLAC $PKG $TJX $NOC $AXP

$748M

68 positions

#22EagleClaw Capital Managment, LLCPassive

Notable overlap · 5 shared positions

$ETN $TPL $APD $TJX $UNP

$745M

145 positions

#23Karani Asset Management LLCActive

Notable overlap · 5 shared positions

$DE $AXP $KLAC $CDNS $NOW

$139M

57 positions

#24Fire Capital Management LLCPassive

Notable overlap · 6 shared positions

$DE $ANET $AXP $PM $UNP $APD

$246M

122 positions

#25Miller Capital Partners, Inc.Active

Notable overlap · 6 shared positions

$DE $KLAC $AXP $CF $ETN $TJX

$257M

258 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.