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 VCI Wealth

13F Portfolio OverlapQ2 2026VCI Wealth portfolio →

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Most similar hedge funds by 13F overlap

VCI Wealth Management LLC is an institutional investor managing $399M across 99 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 VCI Wealth are Sharkey, Howes & Javer, Apeiron RIA, Ackerman Advisors, with shared positions in $IAU, $IBIT, $APH, $PFG, $TXN, $ABT. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $IBIT $APH

$830M

159 positions

#2Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $PFG

$440M

136 positions

#3Ackerman Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $TXN $ABT

$497M

120 positions

#4LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $DHR $GILD $C

$141M

91 positions

#5Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ABT

$534M

406 positions

#6Sagace Wealth Management LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $C $MMM

$159M

71 positions

#7Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $APH $MMM

$216M

62 positions

#8Regency Capital Management Inc.\DEPassive

Notable overlap · 4 shared positions

$IAU $AME $APH $DHR

$251M

64 positions

#9Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $ABT $TJX

$84M

36 positions

#10LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $APH $TXN

$360M

139 positions

#11ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $C $MMM

$1.3B

135 positions

#12ATX Financial Planning, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ABT

$156M

79 positions

#13NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $MMM

$283M

75 positions

#14CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $MS

$357M

86 positions

#15LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $MMM $ABT

$432M

104 positions

#16NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $DDOG

$330M

92 positions

#17Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $MMM $ABT

$368M

123 positions

#18Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $SCHW

$405M

118 positions

#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $TXN $APH

$1.4B

144 positions

#20FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $APH $ABT $TJX $PLD

$1.3B

157 positions

#21TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $MMM $MS

$1.2B

289 positions

#22Biltmore Family Office, LLCActive

Notable overlap · 4 shared positions

$IAU $ABT $TJX $MMM

$761M

333 positions

#23Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $TXN $TJX $DHR

$281M

154 positions

#24Alpha Zero LLCActive

Notable overlap · 5 shared positions

$IAU $IBIT $APH $TJX $PLD

$264M

107 positions

#25Palisades Hudson Asset Management, L.P.Active

Notable overlap · 5 shared positions

$IAU $APH $PLD $ABT $MS

$286M

108 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.