What hedge funds are most similar to Virtus Wealth Solutions LLC?

The funds with the most similar 13F portfolios to Virtus Wealth Solutions LLC are Goldstream Ltd, Amanah, Markin Volterra Fund, based on overlapping conviction holdings in the latest SEC filings.

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 Virtus Wealth Solutions

13F Portfolio OverlapQ1 2026Virtus Wealth Solutions portfolio →

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Most similar hedge funds by 13F overlap

Virtus Wealth Solutions LLC is an institutional investor managing $525M across 54 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 Virtus Wealth Solutions are Goldstream Ltd, Amanah, Markin Volterra Fund, with shared positions in $SNDK, $CIEN, $GEV, $VRT, $TER, $VIAV. The full ranking of 25 similar funds is below.

#1Goldstream Capital Management LtdActive

Substantial overlap · 10 shared positions

$SNDK $CIEN $GEV $VRT $TER $VIAV

$120M

30 positions

#2Amanah Holdings TrustSmart money

Substantial overlap · 5 shared positions

$SNDK $CIEN $GEV $TER $LITE

$908M

20 positions

#3Markin Volterra Fund LPActive

Substantial overlap · 9 shared positions

$SNDK $VRT $MU $VIAV $GEV $LITE

$65M

34 positions

#4THAMES CAPITAL MANAGEMENT LLCActive

Substantial overlap · 8 shared positions

$GEV $VRT $MU $SNDK $LITE $FN

$558M

43 positions

#5WT Asset Management LtdSmart money

Substantial overlap · 8 shared positions

$SNDK $TER $MU $LITE $KEYS $GLW

$4.8B

32 positions

#6Williamson Legacy Group, LLCPassive

Substantial overlap · 10 shared positions

$CIEN $SNDK $GEV $LITE $MU $TER

$133M

81 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 9 shared positions

$GEV $SNDK $PWR $DELL $MU $FTI

$239M

46 positions

#8Anatole Investment Management LtdActive

Notable overlap · 4 shared positions

$SNDK $CIEN $LITE $MU

$716M

15 positions

#9VMS Asset Management LimitedActive

Notable overlap · 8 shared positions

$CIEN $VRT $TER $SNDK $LITE $FN

$164M

23 positions

#10AI-Squared Management LtdActive

Notable overlap · 4 shared positions

$SNDK $TER $MU $LITE

$137M

19 positions

#11CloudAlpha Capital Management Limited/Hong KongActive

Notable overlap · 9 shared positions

$SNDK $CIEN $PWR $TER $LITE $GLW

$2.9B

56 positions

#12Telligent Fund, LPActive

Notable overlap · 6 shared positions

$GEV $VRT $MU $LITE $COHR $PLTR

$94M

24 positions

#13Anther Capital LtdActive

Notable overlap · 7 shared positions

$SNDK $MU $TER $LITE $GLW $AMAT

$3.8B

31 positions

#14Hel Ved Capital Management LtdActive

Notable overlap · 7 shared positions

$SNDK $CIEN $LITE $FN $GLW $COHR

$844M

56 positions

#15BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 10 shared positions

$GEV $VRT $TER $LITE $GLW $COHR

$277M

114 positions

#16Grand Alliance Asset Management LtdActive

Notable overlap · 5 shared positions

$SNDK $MU $LITE $GLW $COHR

$165M

13 positions

#17Analog Century Management LPActive

Notable overlap · 7 shared positions

$CIEN $VIAV $MU $LITE $FN $SNDK

$2.1B

25 positions

#18Valliance Asset Management LtdActive

Notable overlap · 4 shared positions

$SNDK $MU $LITE $GLW

$122M

8 positions

#19Munro PartnersActive

Notable overlap · 5 shared positions

$GEV $CIEN $LITE $PWR $VRT

$3.0B

59 positions

#20Tairen Capital LtdActive

Notable overlap · 8 shared positions

$SNDK $MU $TER $LITE $KEYS $GLW

$924M

44 positions

#21Zweig-DiMenna Associates LLCPassive

Notable overlap · 10 shared positions

$VRT $SNDK $MU $LITE $TER $PWR

$722M

61 positions

#22Talos Eurisko Asset Management LPActive

Notable overlap · 5 shared positions

$SNDK $VRT $LITE $KEYS $GLW

$585M

23 positions

#23BLUE JEAN FINANCIAL LLCPassive

Notable overlap · 5 shared positions

$GEV $VRT $SNDK $MU $AAOI

$121M

68 positions

#24Andar Capital Management HK LtdActive

Notable overlap · 6 shared positions

$TER $SNDK $LITE $FN $MU $AAOI

$117M

13 positions

#25Sassicaia Capital Advisers LLCActive

Notable overlap · 4 shared positions

$SNDK $MU $SLV $AGQ

$89M

34 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.