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 Van Diest ,

13F Portfolio OverlapQ1 2026Van Diest , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Van Diest Capital, LLC is an institutional investor managing $127M across 190 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 Van Diest , are SPWM Advisors, TWIN CITY PRIVATE WEALTH,, ProVise Group,, with shared positions in $AMAT, $SCHW, $PM, $ELV, $BKNG, $WFC. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCPassive

Notable overlap · 14 shared positions

$AMAT $SCHW $PM $ELV $BKNG $WFC

$115M

93 positions

#2TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 13 shared positions

$SCHW $AMAT $WFC $PM $ELV $BKNG

$132M

96 positions

#3ProVise Management Group, LLCPassive

Notable overlap · 10 shared positions

$AMAT $SCHW $WFC $PM $BKNG $BDX

$1.4B

261 positions

#4CRUX WEALTH ADVISORSPassive

Notable overlap · 10 shared positions

$SCHW $AMAT $PM $BKNG $WFC $BDX

$261M

181 positions

#5CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$AMAT $SCHW $USB $ANET $CRM $KLAC

$180M

58 positions

#6Blume Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$AMAT $SCHW $WFC $USB $DIS $ELV

$588M

337 positions

#7FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$SCHW $AMAT $PM $WFC $BKNG $BDX

$319M

251 positions

#8Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$SCHW $AMAT $BKNG $PM $ELV $DIS

$96M

105 positions

#9ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 6 shared positions

$AMAT $SCHW $WFC $ANET $ADI $KLAC

$112M

102 positions

#10Tranquilli Financial Advisor LLCPassive

Notable overlap · 10 shared positions

$SCHW $PM $BKNG $WFC $AMAT $BDX

$171M

132 positions

#11CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$AMAT $SCHW $USB $KO $DIS

$1.4B

80 positions

#12RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$AMAT $SCHW $BKNG $DIS $SBUX $ADSK

$52M

36 positions

#13Voya Financial Advisors, Inc.Active

Notable overlap · 13 shared positions

$SCHW $PM $AMAT $WFC $BKNG $SBUX

$1.0B

209 positions

#14Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$AMAT $USB $OMC $ADI $APD

$184M

32 positions

#15Salvus Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SCHW $AMAT $ANET $BKNG $ADI $APD

$172M

126 positions

#16CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 8 shared positions

$PM $SCHW $WFC $BKNG $ADI $AMAT

$758M

179 positions

#17Phraction Management LLCActive

Some overlap · 7 shared positions

$AMAT $WFC $PM $LRCX $BDX $ADI

$483M

65 positions

#18McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$AMAT $SCHW $LRCX $ADI $IQV

$885M

121 positions

#19William Allan CorpPassive

Some overlap · 4 shared positions

$AMAT $SCHW $DIS $SBUX

$169M

59 positions

#20EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$USB $SCHW $WFC $KO $SBUX $COP

$1.4B

56 positions

#21Taylor Hoffman Capital Management LLCPassive

Some overlap · 5 shared positions

$AMAT $ANET $LRCX $PM $KLAC

$325M

116 positions

#22Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AMAT $ANET $LRCX $USB $BKNG $KLAC

$172M

76 positions

#23HARRIS ASSOCIATES L PActive

Some overlap · 7 shared positions

$SCHW $WFC $ELV $CRM $COP $ABNB

$75.0B

158 positions

#24InvesTrustPassive

Some overlap · 7 shared positions

$WFC $PM $USB $DIS $KO $SBUX

$238M

91 positions

#25Cardinal Capital Management, Inc.Active

Some overlap · 7 shared positions

$AMAT $WFC $BKNG $BDX $APD $COP

$3.7B

66 positions

Compare Van Diest ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Van Diest ,’s holdings

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.