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Hedge Funds Similar to PUFF WEALTH

13F Portfolio OverlapQ3 2026PUFF WEALTH portfolio →
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Most similar hedge funds by 13F overlap

PUFF WEALTH MANAGEMENT, LLC is an institutional investor managing $106M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PUFF WEALTH are VISTA INVESTMENT PARTNERS II, VISTA INVESTMENT PARTNERS, Grantham, Mayo, Van Otterloo, with shared positions in $KLAC, $GWW, $IBIT, $TJX, $FTNT, $ABT. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$KLAC$GWW$IBIT$TJX$FTNT
$248M
158 positions
#2VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$GWW$TJX$FTNT
$384M
166 positions
#3Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$ABT$KLAC$TJX$TD
$44.4B
663 positions
#4CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 4 shared positions
$WDC$KLAC$TD$GWW
$190M
169 positions
#5CogentBlue Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$KLAC$TJX$TD
$108M
52 positions
#6NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$2.3B
156 positions
#7JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$4.1B
83 positions
#8Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$1.6B
184 positions
#9JDH Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$WDC$IBIT
$165M
59 positions
#10Willis Investment CounselActive
Some overlap · 3 shared positions
$ABT$GWW$FTNT
$2.0B
128 positions
#11Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$KLAC$WDC$TD
$1.0B
204 positions
#12ACADIAN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$FTNT$TD
$84.2B
1,987 positions
#13WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Some overlap · 5 shared positions
$KLAC$FTNT$ABT$TJX$WDC
$29.1B
702 positions
#14Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$1.1B
204 positions
#15Norway Savings BankPassive
Some overlap · 3 shared positions
$ABT$KLAC$TJX
$244M
103 positions
#16TI-TRUST, INCPassive
Some overlap · 3 shared positions
$GWW$WDC$TD
$181M
134 positions
#17Hutchens & Kramer Investment Management Group, LLCActive
Some overlap · 5 shared positions
$TJX$KLAC$FTNT$IBIT$GWW
$335M
156 positions
#18RENAISSANCE GROUP LLCPassive
Some overlap · 3 shared positions
$KLAC$GWW$TJX
$2.5B
234 positions
#19Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$331M
122 positions
#20Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$347M
118 positions
#21Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$496M
210 positions
#22PeakShares LLCActive
Some overlap · 3 shared positions
$KLAC$WDC$TJX
$134.4B
122 positions
#23Insight Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$KLAC$GWW$FTNT
$1.0B
194 positions
#24JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$GWW$ABT
$1.1B
242 positions
#25Triasima Portfolio Management inc.Passive
Some overlap · 3 shared positions
$KLAC$TD$TJX
$758M
137 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.