Hedge Funds Similar to Vista Cima Wealth

13F Portfolio OverlapQ1 2026Vista Cima Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vista Cima Wealth Management LLC is an institutional investor managing $101M across 48 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 Cima Wealth are Madrid Wealth ,, LifeGoal Investments,, TRB Wealth ,, with shared positions in $MS, $SNOW, $PLTR, $GE, $UPST, $COP. The full ranking of 25 similar funds is below.

#1Madrid Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $SNOW $PLTR $GE $UPST $COP

$133M

70 positions

#2LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $MU $COP

$175M

112 positions

#3TRB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $RELX $COP

$704M

285 positions

#4Valley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$MS $SNOW $UPST $COP $T $PLTR

$185M

63 positions

#5Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$493M

58 positions

#6Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $LRCX

$313M

119 positions

#7FC Advisory LLCActive

Notable overlap · 3 shared positions

$342M

115 positions

#8Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$2.6B

365 positions

#9Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $UPST

$174M

47 positions

#10Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$263M

121 positions

#11Red Tortoise LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $UPST

$240M

591 positions

#12Morangie Management LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $PLTR

$109M

34 positions

#13Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$3.5B

825 positions

#14Wall Street Financial Group, Inc.Passive

Some overlap · 6 shared positions

$MS $PLTR $AMD $MU $LRCX $GE

$169M

667 positions

#15Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$MS $SNOW $PLTR $GE

$345M

78 positions

#16truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$MS $PLTR $COP $UPST $LRCX

$97M

49 positions

#17LEIGH BALDWIN & CO., LLCPassive

Some overlap · 4 shared positions

$MS $MU $PLTR $GE

$154M

163 positions

#18COFG Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $PLTR $MU $AMD

$404M

241 positions

#19Capital Investment Advisors, LLCActive

Some overlap · 4 shared positions

$MS $UPST $AGQ $T

$6.2B

693 positions

#20PFS Partners, LLCActive

Some overlap · 4 shared positions

$218M

590 positions

#21Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$331M

134 positions

#22Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$MS $PLTR $MU $AGQ

$383M

290 positions

#23Wolff Financial Management LLCActive

Some overlap · 3 shared positions

$453M

103 positions

#24Conservest Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$MS $UPST $COP $LRCX

$1.1B

127 positions

#25Objectivity Squared, LLCActive

Some overlap · 4 shared positions

$MS $LRCX $COP $T

$159M

55 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.