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 OverlapQ1 2026Vivid Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Vivid Wealth Management, LLC is an institutional investor managing $247M across 66 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 Vivid Wealth , are Teamwork Financial Advisors,, BNC WEALTH ,, Sun Financial, with shared positions in $DE, $__PARK_1390777, $GEV, $PWR, $OKE, $ETN. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive

Substantial overlap · 20 shared positions

$DE $__PARK_1390777 $GEV $PWR $OKE $ETN

$946M

216 positions

#2BNC WEALTH MANAGEMENT, LLCPassive

Substantial overlap · 19 shared positions

$DE $__PARK_1390777 $GEV $PWR $ETN $TJX

$360M

106 positions

#3Sun Financial IncPassive

Notable overlap · 13 shared positions

$GRWG $GEV $PWR $__PARK_1390777 $AMD $MNST

$200M

159 positions

#4Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$GEV $ETN $PNC $GE $UNP $AMGN

$685M

380 positions

#5Valley Brook Capital Group, Inc.Passive

Notable overlap · 7 shared positions

$DE $TJX $PNC $KLAC $GE $UNP

$149M

112 positions

#6Covenant Asset Management, LLCPassive

Some overlap · 7 shared positions

$GEV $PWR $KLAC $ANET $GE $AXP

$664M

165 positions

#7Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$GEV $PWR $AMD $PLTR $GE $ANET

$25.6B

60 positions

#8Purus Wealth Management, LLCPassive

Some overlap · 9 shared positions

$AMD $GEV $PLTR $ANET $AMGN $DE

$314M

157 positions

#9Legacy Bridge, LLCPassive

Some overlap · 7 shared positions

$GEV $ETN $PLTR $ANET $DE $__PARK_1390777

$262M

320 positions

#10Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$DE $GEV $OKE $AMD $ANET $GE

$112M

54 positions

#11Gunderson Capital Management Inc.Passive

Some overlap · 7 shared positions

$GEV $PWR $AMD $PLTR $GE $VST

$239M

46 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$__PARK_1390777 $ETN $APD $PNC $AMGN $UNP

$98M

50 positions

#13Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$DE $ETN $TJX $GE $AMGN $VST

$163M

52 positions

#14SIRIOS CAPITAL MANAGEMENT L PPassive

Some overlap · 6 shared positions

$GEV $ETN $PNC $AMD $UNP $VST

$825M

81 positions

#15Telligent Fund, LPActive

Some overlap · 6 shared positions

$GEV $AMD $KLAC $PLTR $ANET $GE

$94M

24 positions

#16WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$GEV $TJX $AMD $ANET $GE $AXP

$225M

71 positions

#17McLaughlin Asset Management, Inc.Passive

Some overlap · 6 shared positions

$GEV $TJX $KLAC $ANET $GE $AXP

$105M

91 positions

#18Cambridge Financial Group, Inc.Active

Some overlap · 6 shared positions

$OKE $ETN $TJX $ANET $GE $GEV

$267M

33 positions

#19Trust Investment AdvisorsPassive

Some overlap · 6 shared positions

$TJX $AMD $OKE $DE $ETN $KLAC

$171M

89 positions

#20KRS Capital Management, LLCActive

Some overlap · 8 shared positions

$AMD $AXP $GEV $PLTR $ETN $AMGN

$163M

115 positions

#21Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$GEV $AMD $TJX $PNC $GE $AMGN

$227M

77 positions

#22Longbow Finance SAPassive

Some overlap · 6 shared positions

$PWR $TJX $MNST $KLAC $GE $GEV

$552M

55 positions

#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 6 shared positions

$PWR $TJX $AMD $PLTR $AXP $GEV

$182M

329 positions

#24Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$ETN $TJX $GE $GEV $UNP $AXP

$100M

54 positions

#25Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$__PARK_1390777 $GEV $GE $AXP $UNP $AMGN

$78M

111 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.