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 VCI Wealth

13F Portfolio OverlapQ1 2026VCI Wealth portfolio →

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Most similar hedge funds by 13F overlap

VCI Wealth Management LLC is an institutional investor managing $361M across 123 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 VCI Wealth are Cauble & Harre Wealth ,, LifePlan Financial,, Moisand Fitzgerald Tamayo,, with shared positions in $IAU, $SNOW, $MS, $VLTO, $AMD, $KO. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNOW $MS

$126M

74 positions

#2LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $VLTO $SNOW $AMD

$135M

83 positions

#3Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$IAU $SNOW $KO $TJX

$931M

518 positions

#4Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $SNOW $ABT

$337M

117 positions

#5Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $AMD

$169M

68 positions

#6NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $SNOW $IBIT $KO

$247M

71 positions

#7Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $TJX $KO $AMD

$133M

89 positions

#8ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MAR

$730M

215 positions

#9Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$IAU $SNOW $AMD

$233M

676 positions

#10Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MS

$363M

117 positions

#11Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $KO $AMD

$170M

57 positions

#12Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $ABT

$91M

36 positions

#13FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $TJX $KO $ABT

$1.2B

150 positions

#14Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $MS $AMD

$732M

125 positions

#15CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $AMD

$293M

1,255 positions

#16BCU Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IAU $KO $MS $ABT

$268M

60 positions

#17West Family Investments, Inc.Passive

Notable overlap · 3 shared positions

$IAU $KO $WM

$285M

259 positions

#18Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $ABT $TJX

$716M

325 positions

#19Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $MAR $KO

$589M

138 positions

#20Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $KO $AMD

$341M

113 positions

#21Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $WM $AMD

$144M

106 positions

#22Proficio Capital Partners LLCActive

Notable overlap · 4 shared positions

$IAU $SUI $MAR $IBIT

$1.9B

248 positions

#23RAM Investment Partners, LLCActive

Notable overlap · 4 shared positions

$IAU $MAR $ABT $AMD

$569M

121 positions

#24Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $SNOW $MS $MAR

$153M

73 positions

#25Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $SNOW $MAR

$106M

79 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.