13F Pro

Hedge Funds Similar to PUFF WEALTH

13F Portfolio OverlapQ2 2026PUFF WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PUFF WEALTH MANAGEMENT, LLC is an institutional investor managing $98M across 77 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PUFF WEALTH are VISTA INVESTMENT PARTNERS II, VISTA INVESTMENT PARTNERS, Grantham, Mayo, Van Otterloo, with shared positions in $KLAC, $GWW, $IBIT, $TJX, $FTNT, $ABT. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$KLAC$GWW$IBIT$TJX$FTNT
$255M
160 positions
#2VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$GWW$TJX$FTNT
$397M
172 positions
#3Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$ABT$KLAC$TJX$TD
$44.4B
663 positions
#4CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 4 shared positions
$WDC$KLAC$TD$GWW
$190M
169 positions
#5CogentBlue Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$KLAC$TJX$TD
$175M
103 positions
#6NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$1.7B
147 positions
#7JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$4.1B
83 positions
#8Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$1.6B
184 positions
#9JDH Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$WDC$IBIT
$164M
61 positions
#10Willis Investment CounselActive
Some overlap · 3 shared positions
$ABT$GWW$FTNT
$2.1B
125 positions
#11Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$KLAC$WDC$TD
$1.0B
204 positions
#12ACADIAN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$FTNT$TD
$84.2B
1,987 positions
#13WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Some overlap · 5 shared positions
$KLAC$FTNT$ABT$TJX$WDC
$29.1B
702 positions
#14Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$1.1B
204 positions
#15Norway Savings BankPassive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$239M
104 positions
#16TI-TRUST, INCPassive
Some overlap · 3 shared positions
$GWW$WDC$TD
$186M
132 positions
#17Hutchens & Kramer Investment Management Group, LLCActive
Some overlap · 5 shared positions
$TJX$KLAC$FTNT$IBIT$GWW
$373M
160 positions
#18RENAISSANCE GROUP LLCPassive
Some overlap · 3 shared positions
$KLAC$GWW$TJX
$2.5B
234 positions
#19Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$331M
122 positions
#20Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$347M
118 positions
#21Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$495M
200 positions
#22PeakShares LLCActive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$134.4B
122 positions
#23Insight Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$KLAC$GWW$FTNT
$1.0B
183 positions
#24JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$GWW$ABT
$1.1B
231 positions
#25Triasima Portfolio Management inc.Passive
Some overlap · 3 shared positions
$KLAC$TD$TJX
$740M
127 positions

Compare PUFF WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PUFF WEALTH’s holdings

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.