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 Vines ,

13F Portfolio OverlapQ1 2026Vines , portfolio →

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Most similar hedge funds by 13F overlap

Vines Capital Management, LLC is an institutional investor managing $101M across 77 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 Vines , are IAM Advisory,, Per Stirling ,, Cascade Financial Partners,, with shared positions in $WT, $AGQ, $AMN, $VRT, $PLTR, $MS. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $AMN $VRT $PLTR

$446M

95 positions

#2Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $AGQ $MS $HUM $AMN

$905M

310 positions

#3Cascade Financial Partners, LLCActive

Notable overlap · 5 shared positions

$WT $AMN $AGQ $MS $HUM

$970M

263 positions

#4Avant Capital LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $MS $HUM $PLTR

$142M

76 positions

#5Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $MS $HUM

$714M

1,021 positions

#6Provident Wealth Management, LLCActive

Some overlap · 5 shared positions

$WT $AMN $MS $AGQ $HUM

$331M

134 positions

#7UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $AMN $MS $HUM

$502M

293 positions

#8Wright Wealth LLCActive

Some overlap · 4 shared positions

$WT $AMN $MS $HUM

$149M

51 positions

#9Capital Planning Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $AMN $VRT $BAC

$692M

146 positions

#10Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $AGQ $HUM $PLTR

$296M

109 positions

#11MOR Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $AMN $HUM $SHOP

$218M

103 positions

#12Prism Advisors, Inc.Active

Some overlap · 3 shared positions

$WT $AGQ $MS

$375M

75 positions

#13Hobbs Group Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $MS $VRT $BAC

$334M

160 positions

#14Nvest Wealth Strategies, Inc.Active

Some overlap · 5 shared positions

$WT $AMN $PLTR $SHOP $MS

$143M

395 positions

#15PMG Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $AGQ $HUM

$139M

59 positions

#16Etesian Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $AMN $BAC

$313M

138 positions

#17tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $BAC $HUM

$202M

102 positions

#18WealthPlan Investment Management, LLCPassive

Some overlap · 4 shared positions

$WT $MS $AGQ $PLTR

$1.8B

458 positions

#19Aspire Capital Advisors LLCActive

Some overlap · 4 shared positions

$WT $AMN $BA $PLTR

$444M

122 positions

#20Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$WT $AMN $AGQ

$132M

80 positions

#21Cassia Capital Partners, LLCActive

Some overlap · 3 shared positions

$WT $SHOP $BAC

$194M

67 positions

#22ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $AMN $BAC

$84M

65 positions

#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $AGQ $BA

$697M

218 positions

#24Arta Finance Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $AGQ $PLTR

$202M

95 positions

#25Oxinas Partners Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $AGQ $PLTR

$219M

145 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.