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 Vigil Wealth ,

13F Portfolio OverlapQ1 2026Vigil Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Vigil Wealth Management, LLC is an institutional investor managing $124M across 75 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 Vigil Wealth , are GQG Partners, Consolidated Planning, Weinberger Asset ,, with shared positions in $PM, $MO, $ENB, $CNQ, $TRP, $BAH. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive

Notable overlap · 5 shared positions

$PM $MO $ENB $CNQ $TRP

$63.1B

81 positions

#2Consolidated Planning CorpActive

Notable overlap · 4 shared positions

$BAH $PM $MS $WT

$617M

144 positions

#3Weinberger Asset Management, IncActive

Notable overlap · 4 shared positions

$PM $MO $KMI $HUM

$267M

92 positions

#4GARDNER RUSSO & QUINN LLCSmart money

Notable overlap · 3 shared positions

$PM $UBER $MO

$8.5B

86 positions

#5Entruity Wealth, LLCActive

Notable overlap · 3 shared positions

$BAH $DOW $MS

$147M

46 positions

#6Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $KKR $HUM

$765M

145 positions

#7ADE, LLCActive

Notable overlap · 3 shared positions

$BAH $KKR $PM

$209M

86 positions

#8D'Orazio & Associates, Inc.Active

Notable overlap · 4 shared positions

$BAH $MS $HUM $PM

$772M

299 positions

#9Advocate Investing Services LLCPassive

Notable overlap · 4 shared positions

$BAH $KKR $MO $HUM

$118M

448 positions

#10Clarity Asset Management, Inc.Active

Notable overlap · 3 shared positions

$BAH $MS $WT

$198M

290 positions

#11HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PM $MO $ENB

$243M

44 positions

#12Kennon-Green & Company, LLCActive

Notable overlap · 3 shared positions

$PM $MO $CL

$122M

39 positions

#13Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$PM $MO $KKR

$234M

142 positions

#14INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$PM $CNQ $UBER $NU

$420M

30 positions

#15TrueWealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$BAH $KMI $HUM

$398M

233 positions

#16Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BAH $PM $HUM

$876M

216 positions

#17Swisher Financial Concepts, Inc.Active

Notable overlap · 3 shared positions

$BAH $PM $MO

$179M

102 positions

#18TrueMark Investments, LLCPassive

Notable overlap · 4 shared positions

$PM $ENB $KMI $MO

$514M

167 positions

#19LifeGoal Investments, LLCActive

Some overlap · 3 shared positions

$BAH $MS $HUM

$175M

112 positions

#20NewCorp Financial Services, Inc.Active

Some overlap · 3 shared positions

$BAH $HUM $WT

$115M

50 positions

#21Rubicon Advisors, GPActive

Some overlap · 3 shared positions

$BAH $MO $WT

$115M

76 positions

#22OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$BAH $HUM $WT

$110M

68 positions

#23National Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$BAH $HUM $WT

$269M

215 positions

#24Cedar Wealth Management, LLCActive

Some overlap · 3 shared positions

$PM $MO $KKR

$344M

89 positions

#25VIEWPOINT INVESTMENT PARTNERS CORPActive

Some overlap · 5 shared positions

$CNQ $ENB $XPEV $TRP $WT

$216M

97 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.