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Hedge Funds Similar to Van Diest

13F Portfolio OverlapQ2 2026Van Diest portfolio →
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Most similar hedge funds by 13F overlap

Van Diest Capital, LLC is an institutional investor managing $112M across 176 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 Van Diest are SPWM Advisors, Independence Wealth Advisors, Tranquilli Financial Advisor, with shared positions in $SCHW, $BKNG, $PM, $WFC, $ELV, $QCOM. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCActive
Notable overlap · 8 shared positions
$SCHW$BKNG$PM$WFC$ELV$QCOM
$108M
90 positions
#2Independence Wealth Advisors, LLCActive
Notable overlap · 8 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$199M
85 positions
#3Tranquilli Financial Advisor LLCPassive
Notable overlap · 8 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$186M
135 positions
#4STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Notable overlap · 8 shared positions
$ANET$MO$KLAC$BE$EXPE$SHOP
$125M
93 positions
#5CRUX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$289M
192 positions
#6Voya Financial Advisors, Inc.Smart money
Some overlap · 7 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$1.1B
208 positions
#7Oregon Pacific Wealth Management, LLCActive
Some overlap · 7 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$107M
115 positions
#8NORDEN GROUP LLCPassive
Some overlap · 8 shared positions
$ANET$MO$EXPE$SHOP$PM$LAMR
$1.2B
701 positions
#9HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$SCHW$BKNG$PM$MO$WFC$ELV
$323M
168 positions
#10Railway Pension Investments LtdActive
Some overlap · 7 shared positions
$ANET$MO$KLAC$QCOM$EXPE$BMY
$8.0B
102 positions
#11ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$1.5B
282 positions
#12FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$355M
257 positions
#13Keystone Financial ServicesActive
Some overlap · 6 shared positions
$SCHW$BKNG$PM$WFC$ELV$ADI
$388M
131 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$SCHW$BKNG$PM$WFC$ELV$IQV
$143M
104 positions
#15FCF Advisors LLCPassive
Some overlap · 6 shared positions
$ANET$BKNG$MO$KLAC$EXPE$BMY
$544M
58 positions
#16Blue Capital, Inc.Passive
Some overlap · 7 shared positions
$PM$MO$EXPE$ANET$SHOP$LAMR
$158M
122 positions
#17Covenant Asset Management, LLCPassive
Some overlap · 6 shared positions
$BE$ANET$KLAC$ADI$SHOP$ASML
$595M
164 positions
#18Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$BKNG$KLAC$ADI
$2.5B
166 positions
#19Axim Planning & WealthActive
Some overlap · 7 shared positions
$PM$MO$ANET$EXPE$LAMR$SHOP
$72M
92 positions
#20Unique Wealth Strategies, LLCPassive
Some overlap · 7 shared positions
$BKNG$PM$ADI$ELV$IQV$WFC
$275M
223 positions
#21Crew Capital Management, Ltd.Passive
Some overlap · 7 shared positions
$KLAC$PM$QCOM$ANET$BKNG$BMY
$183M
112 positions
#223Chopt Investment Partners, LLCPassive
Some overlap · 6 shared positions
$PM$MO$KLAC$WFC$BKNG$SCHW
$532M
274 positions
#23ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$ANET$SCHW$KLAC$WFC$ADI
$130M
106 positions
#24WealthCare Asset Management, LLCActive
Some overlap · 6 shared positions
$ANET$MO$EXPE$SHOP$LAMR$BMY
$241M
78 positions
#25Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$SCHW$BKNG$PM$IQV$ASML$SHOP
$324M
314 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.