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Hedge Funds Similar to Vestmark Advisory Solutions

13F Portfolio OverlapQ2 2026Vestmark Advisory Solutions portfolio →
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Most similar hedge funds by 13F overlap

Vestmark Advisory Solutions, Inc. is an institutional investor managing $10.6B across 1,464 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 Vestmark Advisory Solutions are Mount Yale Investment Advisors, CARY STREET PARTNERS INVESTMENT ADVISORY, Fund Advisors of America, with shared positions in $BOKF, $EPD, $WDC, $CCZ, $ASML, $PM. The full ranking of 25 similar funds is below.

#1Mount Yale Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$BOKF$EPD$WDC$CCZ
$5.4B
1,202 positions
#2CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 4 shared positions
$EPD$ASML$PM$WMB
$494M
758 positions
#3Fund Advisors of America Inc/FLPassive
Slight overlap · 4 shared positions
$EPD$ASML$PM$WMB
$110M
120 positions
#4Icon Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$EPD$ASML$PM$WMB
$1.7B
420 positions
#5Americana Partners, LLCPassive
Slight overlap · 4 shared positions
$EPD$ASML$PM$WMB
$4.4B
596 positions
#6DOLIVER ADVISORS, LPActive
Slight overlap · 3 shared positions
$EPD$ASML$PM
$442M
191 positions
#7FAYEZ SAROFIM & COActive
Slight overlap · 3 shared positions
$EPD$ASML$PM
$42.5B
300 positions
#8AR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$EPD$ASML$PM
$546M
122 positions
#9Bridgelight Financial Advisors, Inc.Passive
Slight overlap · 3 shared positions
$EPD$ASML$WMB
$146M
49 positions
#10Optimist Retirement Group LLCActive
Slight overlap · 3 shared positions
$EPD$WDC$PM
$259M
118 positions
#11Granite Group Advisors, LLCActive
Slight overlap · 4 shared positions
$ASML$CCZ$PM$WMB
$169M
84 positions
#12EXCHANGE TRADED CONCEPTS, LLCPassive
Slight overlap · 4 shared positions
$WDC$ASML$PM$WMB
$21.9B
1,580 positions
#13CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 3 shared positions
$EPD$CCZ$PM
$827M
181 positions
#14Crossmark Global Holdings, Inc.Passive
Slight overlap · 3 shared positions
$ASML$WDC$CCZ
$7.7B
1,261 positions
#15Legacy Advisors, LLCActive
Slight overlap · 3 shared positions
$EPD$ASML$WMB
$1.1B
337 positions
#16GRANVILLE CAPITAL, INC.Active
Slight overlap · 3 shared positions
$EPD$ASML$WMB
$224M
86 positions
#17CAPITAL FUND MANAGEMENT S.A.Passive
Slight overlap · 3 shared positions
$ASML$WDC$CCZ
$22.7B
2,033 positions
#18United Advisor Group, LLCPassive
Slight overlap · 3 shared positions
$ASML$EPD$PM
$948M
544 positions
#19Phraction Management LLCActive
Slight overlap · 4 shared positions
$ASML$PM$WMB$EPD
$596M
66 positions
#20CFM WEALTH PARTNERS LLCActive
Slight overlap · 3 shared positions
$EPD$PM$WMB
$783M
149 positions
#21EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 3 shared positions
$EPD$PM$WMB
$3.0B
277 positions
#22Lee Financial CoSmart money
Slight overlap · 3 shared positions
$EPD$PM$WMB
$783M
162 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$EPD$PM$WMB
$296M
134 positions
#24Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ASML$WDC$PM
$304M
194 positions
#25Capital World InvestorsActive
Slight overlap · 3 shared positions
$ASML$WDC$PM
$846.4B
637 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.