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Hedge Funds Similar to VISTA INVESTMENT PARTNERS II,

13F Portfolio OverlapQ1 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 $223M across 157 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 II, are VISTA INVESTMENT PARTNERS, MinichMacGregor Wealth ,, EVEXIA WEALTH, with shared positions in $KLAC, $PH, $ORLY, $TNL, $COR, $JBL. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS LLCPassive
Substantial overlap · 23 shared positions
$KLAC$PH$ORLY$TNL$COR$JBL
$378M
169 positions
#2MinichMacGregor Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ORLY$TJX$PH$MAR
$567M
136 positions
#3EVEXIA WEALTH LLCActive
Notable overlap · 6 shared positions
$KLAC$PH$CB$HCA$FBTC$MSTR
$364M
84 positions
#4Smith Group Asset Management, LLCActive
Notable overlap · 4 shared positions
$KLAC$PH$TJX$JBL
$2.0B
162 positions
#5LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$KLAC$PH$ORLY$TJX
$174M
65 positions
#6TODD ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$CB$KR$HCA$KLAC$JBL$CFG
$5.1B
179 positions
#7Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$PH$KR$COR$CB$MAR
$581M
245 positions
#8Running Oak Capital LLCPassive
Some overlap · 5 shared positions
$PH$TJX$HON$GWW$DRI
$741M
55 positions
#9Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$PH$ORLY$USB
$208M
63 positions
#10Passumpsic Savings Bank
Some overlap · 4 shared positions
$PH$TJX$USB$COR
$183M
90 positions
#11EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$KLAC$COR$CB$HCA
$688M
158 positions
#12CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$USB$CB$HON$PNC$TJX
$2.2B
145 positions
#13RE ADVISERS CORPActive
Some overlap · 4 shared positions
$PH$TJX$CB$HON
$3.7B
111 positions
#14Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$USB$JBL$MAR
$190M
104 positions
#15Junto Capital Management LPPassive
Some overlap · 5 shared positions
$TJX$CFG$PNC$MAR$GWW
$4.7B
87 positions
#16VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$KR$COR$HON$CFG$DRI
$1.6B
316 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$KLAC$ORLY$TJX
$696M
70 positions
#18Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$ORLY$TJX
$1.4B
170 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$TJX$ORLY$KLAC$CB
$1.6B
435 positions
#20TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$BJ$MAR$HCA
$182M
115 positions
#21UNIO CAPITAL LLCActive
Some overlap · 3 shared positions
$KLAC$PH$CB
$466M
21 positions
#22ISTHMUS PARTNERS, LLCPassive
Some overlap · 5 shared positions
$FITB$COR$PNC$HCA$GWW
$953M
217 positions
#23Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$JCI$HCA$CB$DRI
$156M
98 positions
#24WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$ORLY$TJX$USB$PNC
$251M
90 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$FBTC$PNC
$360M
106 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.