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 VANCE WEALTH

13F Portfolio OverlapQ2 2026VANCE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

VANCE WEALTH, LLC is an institutional investor managing $444M across 137 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 VANCE WEALTH are Ardmore Road Asset, Palatine Hill Wealth, Banco BTG Pactual S.A., with shared positions in $EQIX, $UBER, $IBIT, $INTU, $BITB, $SPCX. The full ranking of 25 similar funds is below.

#1Ardmore Road Asset Management LPPassive

Slight overlap · 4 shared positions

$EQIX $UBER $IBIT $INTU

$1.7B

70 positions

#2Palatine Hill Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$BITB $IBIT $SPCX $TXN

$124M

55 positions

#3Banco BTG Pactual S.A.Active

Slight overlap · 4 shared positions

$UBER $IBIT $CBRE $SPCX

$1.2B

194 positions

#4Strategic Family Wealth Counselors, L.L.C.Passive

Slight overlap · 4 shared positions

$UBER $BITB $DIS $TXN

$430M

178 positions

#5ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Slight overlap · 3 shared positions

$EQIX $MDT $TXN

$460M

220 positions

#6Manhattan West Asset Management, LLCPassive

Slight overlap · 4 shared positions

$UBER $DIS $SPCX $INTU

$599M

185 positions

#7Beech Hill Advisors, Inc.Passive

Slight overlap · 3 shared positions

$MDT $UBER $DIS

$226M

97 positions

#8Pine Ridge Advisers LLCSmart money

Slight overlap · 3 shared positions

$BITB $IBIT $SPCX

$1.7B

42 positions

#9CAMBIAR INVESTORS LLCActive

Slight overlap · 3 shared positions

$MDT $UBER $TXN

$2.3B

150 positions

#10SUMMITRY LLCPassive

Slight overlap · 3 shared positions

$MDT $UBER $TXN

$3.0B

340 positions

#11Alan B. Lancz & Associates, Inc.Passive

Slight overlap · 3 shared positions

$EQIX $UBER $DIS

$115M

138 positions

#12Fi3 FINANCIAL ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$CBRE $DIS $TXN $INTU

$418M

232 positions

#13ESG Planning DBA Harper InvestingPassive

Slight overlap · 3 shared positions

$EQIX $IBIT $TXN

$297M

84 positions

#14Worth Financial Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$UBER $EQIX $MDT

$240M

202 positions

#15Verde Capital ManagementActive

Slight overlap · 3 shared positions

$EQIX $IBIT $INTU

$541M

80 positions

#16Symmetry Investments LPActive

Slight overlap · 3 shared positions

$UBER $IBIT $SPCX

$1.5B

152 positions

#17Parkwood LLCActive

Slight overlap · 3 shared positions

$UBER $IBIT $SPCX

$1.4B

72 positions

#18Modus Advisors, LLCPassive

Slight overlap · 3 shared positions

$UBER $IBIT $SPCX

$405M

118 positions

#19UDINE WEALTH MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$UBER $IBIT $SPCX

$243M

40 positions

#20DecisionMap Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$MDT $IBIT $DIS

$179M

145 positions

#21Beaumont Asset Management, L.L.C.Smart money

Slight overlap · 3 shared positions

$UBER $MDT $TXN

$257M

79 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 3 shared positions

$EQIX $DIS $TXN

$529M

75 positions

#23AlTi Global, Inc.Active

Slight overlap · 3 shared positions

$MDT $DIS $IBIT

$4.8B

505 positions

#24TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Slight overlap · 3 shared positions

$UBER $IBIT $TXN

$785M

68 positions

#25Gross & Hartman Investments LLCActive

Slight overlap · 3 shared positions

$EQIX $DIS $INTU

$226M

80 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.