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Hedge Funds Similar to VISTA INVESTMENT PARTNERS

13F Portfolio OverlapQ1 2026VISTA INVESTMENT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

VISTA INVESTMENT PARTNERS LLC is an institutional investor managing $397M across 172 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 VISTA INVESTMENT PARTNERS are VISTA INVESTMENT PARTNERS II,, VALLEY WEALTH MANAGERS,, MinichMacGregor Wealth ,, with shared positions in $KLAC, $PH, $ORLY, $TNL, $COR, $JBL. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive
Substantial overlap · 23 shared positions
$KLAC$PH$ORLY$TNL$COR$JBL
$223M
157 positions
#2VALLEY WEALTH MANAGERS, INC.Passive
Notable overlap · 7 shared positions
$COR$KR$DELL$CFG$VZ$HON
$1.6B
316 positions
#3MinichMacGregor Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ORLY$PH$TJX$MAR
$567M
136 positions
#4TODD ASSET MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$KR$CB$KLAC$HCA$JBL$CFG
$5.1B
179 positions
#5GKV Capital Management Co., Inc.Passive
Notable overlap · 5 shared positions
$OKE$ORLY$TJX$VZ$MAR
$201M
165 positions
#6Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$KLAC$JBL$MAR
$190M
104 positions
#7Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$OKE$JCI$CB$VZ$DRI
$253M
126 positions
#8Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$PH$ORLY$DELL
$208M
63 positions
#9LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$PH$ORLY$TJX
$174M
65 positions
#10EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$KLAC$COR$CB$VZ$HCA
$688M
158 positions
#11Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$PH$JBL$TJX
$2.0B
162 positions
#12Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$OKE$COR$TJX$KR
$267M
33 positions
#13BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ORLY$KLAC$TJX$DELL$CB
$1.6B
435 positions
#14Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$COR$PH$KR$CB$MAR
$581M
245 positions
#15Kendall Capital ManagementPassive
Some overlap · 5 shared positions
$KLAC$COR$FHI$DELL$TNL
$488M
231 positions
#16UNIO CAPITAL LLCActive
Some overlap · 4 shared positions
$KLAC$PH$CB$MCO
$466M
21 positions
#17EVEXIA WEALTH LLCActive
Some overlap · 4 shared positions
$KLAC$PH$CB$HCA
$364M
84 positions
#18Autumn Glory Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$OGE$VZ$MAR$ARLP
$272M
204 positions
#19Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$COR$TJX$VZ$HON$PNC
$417M
212 positions
#20TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$BJ$MAR$HCA
$182M
115 positions
#21AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$OKE$ORLY$TJX
$424M
86 positions
#22Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$OKE$TJX$KR$MAR
$252M
96 positions
#23Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$KLAC$CB$NDAQ$MCO
$131M
35 positions
#24Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$FITB$TJX$KLAC
$419M
201 positions
#25Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$TJX$DELL$CFG$OKE$KLAC
$171M
89 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.