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 Vantus Wealth

13F Portfolio OverlapQ4 2025Vantus Wealth portfolio →

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Most similar hedge funds by 13F overlap

Vantus Wealth LLC is an institutional investor managing $136M across 196 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vantus Wealth are CINCINNATI FINANCIAL, CHARTER RESEARCH & INVESTMENT GROUP,, PARTHENON, with shared positions in $MDLZ, $DOV, $PM, $TMO, $VZ, $MCD. The full ranking of 25 similar funds is below.

#1CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$MDLZ $DOV $PM $TMO $VZ $MCD

$5.0B

55 positions

#2CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 4 shared positions

$MDLZ $CRM $PM $BAC

$150M

86 positions

#3PARTHENON LLCActive

Some overlap · 5 shared positions

$CRM $MDLZ $DOV $PM $GE

$875M

127 positions

#4AMF Tjanstepension ABActive

Some overlap · 6 shared positions

$CRM $BAC $GE $VZ $MCD $PH

$15.1B

117 positions

#5Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 5 shared positions

$MDLZ $PM $TMO $MCD $VZ

$412M

46 positions

#6BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 4 shared positions

$MDLZ $CRM $BAC $MCD

$176M

78 positions

#7Foyston, Gordon, & Payne IncPassive

Some overlap · 3 shared positions

$MDLZ $CRM $PM

$434M

67 positions

#8Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$MDLZ $DOV $BAC $SAN

$263M

226 positions

#9RAHLFS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$MDLZ $PM $VZ $MCD

$136M

86 positions

#10Pavion Blue Capital, LLCPassive

Some overlap · 4 shared positions

$MDLZ $BAC $GE $MCD

$230M

108 positions

#11Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CRM $BAC $TMO $VZ $MCD

$210M

79 positions

#12S-Bank Fund Management LtdActive

Some overlap · 5 shared positions

$CRM $BAC $TMO $MCD $PH

$671M

178 positions

#13Capital Group Private Client Services, Inc.Active

Some overlap · 5 shared positions

$CRM $PM $MDLZ $DOV $GE

$5.9B

240 positions

#14WULFF, HANSEN & CO.Passive

Some overlap · 4 shared positions

$MDLZ $PM $BAC $GE

$98M

98 positions

#15Patrick Mauro Investment Advisor, INC.Active

Some overlap · 4 shared positions

$MDLZ $DOV $VZ $MCD

$199M

40 positions

#16VanderPol Investments L.L.C.

Slight overlap · 5 shared positions

$CRM $BAC $TMO $GE $MCD

$58M

58 positions

#17WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$MDLZ $CRM $GE $MCD

$272M

141 positions

#18SCHULHOFF & CO INCPassive

Slight overlap · 5 shared positions

$MDLZ $BAC $GE $VZ $MCD

$243M

133 positions

#19W ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$MDLZ $MCD $VZ $PM

$195M

141 positions

#20Guinness Asset Management LTDActive

Slight overlap · 3 shared positions

$MDLZ $CRM $TMO

$5.8B

143 positions

#21Palumbo Wealth Management LLCPassive

Slight overlap · 5 shared positions

$CRM $BAC $MDLZ $TMO $MCD

$410M

221 positions

#22LifePlan Financial, LLCPassive

Slight overlap · 4 shared positions

$CRM $MDLZ $VZ $MCD

$135M

83 positions

#23Marin Bay Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$MDLZ $BAC $MCD $PH

$166M

127 positions

#24Unify Financial AdvisorsPassive

Slight overlap · 5 shared positions

$DOV $CRM $SAN $VZ $PH

$96M

89 positions

#25HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$MDLZ $PM $BAC $MCD

$1.5B

477 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.