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 VISTA INVESTMENT PARTNERS

13F Portfolio OverlapQ3 2026VISTA INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

VISTA INVESTMENT PARTNERS LLC is an institutional investor managing $384M across 166 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 VISTA INVESTMENT PARTNERS are VISTA INVESTMENT PARTNERS II, Axecap Investments, TODD ASSET, with shared positions in $KLAC, $DELL, $JBL, $PH, $FTNT, $TNL. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive

Substantial overlap · 24 shared positions

$KLAC $DELL $JBL $PH $FTNT $TNL

$248M

158 positions

#2Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $DELL $FTNT $CFG $TPR $MAR

$169M

77 positions

#3TODD ASSET MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$DELL $KLAC $JBL $CFG $CB $TPR

$5.6B

182 positions

#4Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $JBL $PH $TPR $TJX

$2.5B

166 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$KLAC $DELL $JBL $TPR $CB $CPAY

$248M

55 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$KLAC $DELL $ORLY $TJX $CB

$1.8B

356 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$PH $FTNT $ORLY $GWW $MCO $TJX

$435M

70 positions

#8Junto Capital Management LPPassive

Notable overlap · 7 shared positions

$ORLY $CFG $TJX $GWW $PNC $MCO

$5.7B

81 positions

#9Kendall Capital ManagementPassive

Notable overlap · 5 shared positions

$KLAC $DELL $FHI $COR $TNL

$605M

233 positions

#10RENAISSANCE GROUP LLCPassive

Notable overlap · 6 shared positions

$KLAC $JBL $GWW $MAR $TPR $TJX

$2.5B

234 positions

#11LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $PH $ORLY $TJX

$218M

80 positions

#12Camarda Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$KLAC $JBL $TJX $MAR

$331M

122 positions

#13Horizon Investment Services, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$360M

143 positions

#14VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$DELL $COR $CFG $TPR $DRI

$1.8B

345 positions

#15UNIO CAPITAL LLCActive

Some overlap · 4 shared positions

$KLAC $PH $CB $MCO

$526M

19 positions

#16Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$KLAC $FTNT $ORLY $TJX

$604M

99 positions

#17North Growth Management Ltd.Active

Some overlap · 5 shared positions

$JBL $JCI $SGI $TPR $MCO

$743M

48 positions

#18AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$DELL $JBL $TPR $CVS

$197M

140 positions

#19ARGENT CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$DELL $FTNT $ORLY $PNC

$3.1B

172 positions

#20CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$KLAC $JBL $DELL

$520M

258 positions

#21FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $DELL $TPR

$487M

190 positions

#22JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$KLAC $ORLY $TJX $PRI

$748M

68 positions

#23Acumen Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $KLAC $TJX $PH

$472M

493 positions

#24PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $JCI $DELL $JBL $CVS

$389M

77 positions

#25DELPHI MANAGEMENT INC /MA/Passive

Some overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$102M

83 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.