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 II

13F Portfolio OverlapQ3 2026VISTA INVESTMENT PARTNERS II portfolio →

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Most similar hedge funds by 13F overlap

VISTA INVESTMENT PARTNERS II, LLC is an institutional investor managing $248M across 158 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 II are VISTA INVESTMENT PARTNERS, Axecap Investments, Smith Group Asset, with shared positions in $KLAC, $DELL, $JBL, $PH, $FTNT, $TNL. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS LLCPassive

Substantial overlap · 24 shared positions

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

$384M

166 positions

#2Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

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

$169M

77 positions

#3Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $PH $JBL $TJX $TPR $HBAN

$2.5B

166 positions

#4TODD ASSET MANAGEMENT LLCActive

Notable overlap · 8 shared positions

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

$5.6B

182 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

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

$248M

55 positions

#6Junto Capital Management LPPassive

Notable overlap · 7 shared positions

$ORLY $TJX $PNC $CFG $GWW $FITB

$5.7B

81 positions

#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$KLAC $DELL $TJX $ORLY $CB

$1.8B

356 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

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

$435M

70 positions

#9Kendall Capital ManagementPassive

Notable overlap · 5 shared positions

$KLAC $DELL $FHI $COR $TNL

$605M

233 positions

#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $PH $ORLY $TJX

$218M

80 positions

#11Camarda Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$KLAC $JBL $TJX $MAR

$331M

122 positions

#12RENAISSANCE GROUP LLCPassive

Notable overlap · 6 shared positions

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

$2.5B

234 positions

#13EVEXIA WEALTH LLCPassive

Notable overlap · 5 shared positions

$KLAC $PH $CB $FBTC $MSTR

$369M

77 positions

#14UNIO CAPITAL LLCActive

Notable overlap · 4 shared positions

$KLAC $PH $CB $MCO

$526M

19 positions

#15JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $ORLY $TJX $PRI

$748M

68 positions

#16DELPHI MANAGEMENT INC /MA/Passive

Notable overlap · 5 shared positions

$KLAC $DELL $JBL $CB $USB

$102M

83 positions

#17Acumen Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$DELL $KLAC $USB $TJX $PH

$472M

493 positions

#18VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$DELL $CFG $COR $TPR $DRI

$1.8B

345 positions

#19FourThought Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $CB $NDAQ $PNC $FTNT

$1.3B

393 positions

#20Horizon Investment Services, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$360M

143 positions

#21TEALWOOD ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$DELL $KLAC $FTNT $USB $GWW

$251M

122 positions

#22North Growth Management Ltd.Active

Some overlap · 5 shared positions

$JBL $JCI $SGI $TPR $MCO

$743M

48 positions

#23Castlefield Investment Partners LLPActive

Some overlap · 4 shared positions

$KLAC $CB $NDAQ $MCO

$147M

35 positions

#24Westerkirk Capital Inc.Active

Some overlap · 4 shared positions

$KLAC $TJX $PH $FTNT

$1.0B

212 positions

#25FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $DELL $TPR

$487M

190 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.