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Hedge Funds Similar to Vision Retirement,

13F Portfolio OverlapQ1 2026Vision Retirement, portfolio →
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Most similar hedge funds by 13F overlap

Vision Retirement, LLC is an institutional investor managing $352M across 649 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 Vision Retirement, are Alexis Investment Partners,, Fingerlakes Wealth ,, Conservest Advisors,, with shared positions in $DIA, $MAR, $SHW, $HUM, $MS, $KKR. The full ranking of 25 similar funds is below.

#1Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$DIA$MAR$SHW$HUM
$145M
35 positions
#2Fingerlakes Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$DIA$MAR$MS$KKR$HUM$LMT
$151M
97 positions
#3Conservest Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$KKR$DIA$MS$HUM$MAR
$1.1B
127 positions
#4J HAGAN CAPITAL, INC.Active
Some overlap · 4 shared positions
$DIA$KKR$SHW$ISRG
$185M
83 positions
#5CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$KKR$SHW$HUM$MAR$ISRG$PLTR
$239M
97 positions
#6Mascagni Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$KKR$SYK$SHW$HUM$MAR$BAH
$140M
127 positions
#7FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$KKR$SAN$PLTR
$205M
59 positions
#8Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$WM$ISRG$PLTR
$148M
68 positions
#9Guardian Capital, LLCPassive
Some overlap · 7 shared positions
$MAR$DIA$SHW$MS$WM$KKR
$105M
81 positions
#10Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$DIA$LMT$MS
$268M
182 positions
#11Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$KKR$MS$DIA$MAR$HUM
$958M
176 positions
#12DAGCO, INC.Passive
Some overlap · 5 shared positions
$KKR$MAR$MS$HUM$SHW
$461M
353 positions
#13MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$LMT$PLTR$TT
$2.7B
153 positions
#14Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$KKR$MAR$MS$SYK$HUM
$453M
103 positions
#15truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$KKR$DIA$MS$HUM$PLTR
$97M
49 positions
#16Odyssey Capital Advisors, Inc.Passive
Some overlap · 7 shared positions
$MAR$DIA$SHW$HUM$MS$SYK
$112M
97 positions
#17Gallagher Capital Advisors, LLCActive
Some overlap · 6 shared positions
$KKR$LMT$MS$ISRG$PLTR$HUM
$148M
65 positions
#18FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$KKR$SHW$MS$MAR$HUM$BAH
$233M
350 positions
#19Objective Capital Management, LLCPassive
Some overlap · 4 shared positions
$DIA$MS$HUM$PLTR
$99M
95 positions
#20Financial Concepts Unlimited, Inc.Active
Some overlap · 4 shared positions
$DIA$MS$MAR$HUM
$112M
44 positions
#21Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$KKR$HUM
$531M
147 positions
#22CHARTIST INC /CA/Smart money
Some overlap · 3 shared positions
$DIA$SHW$PEG
$139M
20 positions
#23Accel Wealth ManagementPassive
Some overlap · 7 shared positions
$KKR$MS$HUM$SHW$SAN$PLTR
$383M
290 positions
#24OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$KKR$MS$HUM$DIA$BAH$LMT
$194M
125 positions
#25Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$DIA$HUM$SAN
$195M
138 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.