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Hedge Funds Similar to Vistica Wealth Advisors,

13F Portfolio OverlapQ1 2026Vistica Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Vistica Wealth Advisors, LLC is an institutional investor managing $100M across 49 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 Vistica Wealth Advisors, are Capstone Wealth ,, JDH Wealth ,, JACKSON THORNTON WEALTH ,, with shared positions in $NKE, $AMN, $NEE, $DOV, $MU, $BMY. The full ranking of 25 similar funds is below.

#1Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$143M
50 positions
#2JDH Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DOV
$148M
54 positions
#3JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$MU$BMY
$1.1B
286 positions
#4Parkwoods Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$408M
111 positions
#5ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$NEE$AMN
$167M
35 positions
#6KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$522M
97 positions
#7DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$249M
92 positions
#8Three Arch Wealth Management LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$DOV
$556M
61 positions
#9DIXON FNANCIAL SERVICES, INC.Smart money
Substantial overlap · 3 shared positions
$NKE$MU$NEE
$223M
44 positions
#10Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$SE
$2.2B
127 positions
#11CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$MU$SE
$334M
70 positions
#12COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$BMY$MU
$97M
56 positions
#13EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$377M
64 positions
#14Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$221M
60 positions
#15Lauterbach Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$WFC$NEE
$205M
79 positions
#16PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$NEE$SE
$185M
243 positions
#17Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$MU
$175M
53 positions
#18Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SE
$360M
76 positions
#19Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$SE$DOV
$1.1B
81 positions
#20ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 6 shared positions
$NKE$AMN$WFC$NEE$DOV$SE
$158M
125 positions
#21Plancorp, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SE
$3.5B
378 positions
#22KM Capital Management Ltd.Active
Substantial overlap · 3 shared positions
$NKE$SE$AMN
$149M
76 positions
#23TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$1.9B
251 positions
#24McCartney Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$DOV
$119M
65 positions
#25ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$DOV
$112M
69 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.