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Hedge Funds Similar to VisionPoint Advisory Group

13F Portfolio OverlapQ2 2026VisionPoint Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

VisionPoint Advisory Group, LLC is an institutional investor managing $613M across 475 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VisionPoint Advisory Group are Trivium Point Advisory, FWL INVESTMENT, VAUGHAN DAVID INVESTMENTS, with shared positions in $LNG, $WMB, $ETR, $QCOM, $AGNC, $LSTR. The full ranking of 25 similar funds is below.

#1Trivium Point Advisory, LLCPassive
Some overlap · 9 shared positions
$LNG$WMB$ETR$QCOM$AGNC$LSTR
$1.1B
354 positions
#2FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 9 shared positions
$LNG$WMB$ETR$QCOM$AGNC$LSTR
$545M
501 positions
#3VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$DE$WMB$ETR$LNG$PM$COP
$5.0B
245 positions
#4VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LNG$WMB$ETR$GLW$QCOM
$1.1B
146 positions
#5MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$DE$WMB$ETR$PM$COP
$491M
120 positions
#6Juno Financial Group LLCActive
Some overlap · 4 shared positions
$DE$GLW$PM$ETR
$282M
73 positions
#7Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$GLW$QCOM
$1.1B
34 positions
#8COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DE$WMB$PM
$166M
88 positions
#9TABLEAUX LLCPassive
Some overlap · 5 shared positions
$DE$GLW$WMB$CCJ$CACI
$238M
120 positions
#10Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$DE$TMO$LNG$PM
$246M
122 positions
#11Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$DE$LNG$TMO$GLW
$72M
52 positions
#12Forefront Analytics, LLCActive
Some overlap · 3 shared positions
$DE$TMO$PM
$92M
37 positions
#13REAVES W H & CO INCActive
Some overlap · 5 shared positions
$WMB$ETR$GLW$LNG$CCJ
$6.6B
94 positions
#14Gouws Capital LLCActive
Some overlap · 3 shared positions
$DE$LNG$TMO
$215M
55 positions
#15Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$DE$LNG$TMO$GLW
$424M
49 positions
#16Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DE$QCOM$PM
$658M
218 positions
#17Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DE$TMO$GLW$QCOM
$399M
113 positions
#18Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$DE$HBAN$QCOM
$288M
82 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$WMB$LNG$TMO
$760M
229 positions
#20Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$DE$WMB$TMO
$1.0B
160 positions
#21Aspen Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$DE$QCOM$COP
$207M
89 positions
#22Merewether Investment Management, LPActive
Some overlap · 4 shared positions
$LNG$WMB$ETR$NVT
$5.3B
81 positions
#23Riverview Trust CoActive
Some overlap · 3 shared positions
$DE$GLW$COP
$84M
166 positions
#24MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$DE$CCJ$COP
$330M
108 positions
#25FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DE$PM$COP
$355M
257 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.