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Hedge Funds Similar to VESTOR

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

VESTOR CAPITAL, LLC is an institutional investor managing $486M across 276 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 VESTOR are Global Frontier Investments, BIRCH FINANCIAL GROUP, MFA WEALTH ADVISORS, with shared positions in $AXP, $AON, $NTRS, $C, $WFC, $PM. The full ranking of 25 similar funds is below.

#1Global Frontier Investments LLCActive
Notable overlap · 5 shared positions
$AXP$AON$NTRS$C$WFC
$581M
30 positions
#2BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$AXP$PM$APP$C
$195M
135 positions
#3MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$AXP$CEG$SJM
$587M
99 positions
#4Newton One Investments LLCActive
Notable overlap · 6 shared positions
$AON$CEG$PM$EXC$ALL$MS
$397M
146 positions
#5Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$AXP$AON$CME
$6.2B
23 positions
#6COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 3 shared positions
$AON$AXP$UBER
$4.5B
55 positions
#7Sustainable Growth Advisers, LPActive
Notable overlap · 4 shared positions
$WM$AXP$AON$YUM
$10.2B
47 positions
#8GERBER, LLCActive
Notable overlap · 3 shared positions
$AON$HWM$PM
$213M
96 positions
#9YCG, LLCActive
Notable overlap · 3 shared positions
$AON$WM$CME
$1.1B
41 positions
#10NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AON$MS$UBER
$82M
37 positions
#11Wealthspire Advisors, LLCPassive
Some overlap · 3 shared positions
$AON$AXP$CME
$18.2B
1,298 positions
#12BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WM$NTRS$AXP$ITW$MS
$332M
187 positions
#13InvesTrustPassive
Some overlap · 6 shared positions
$NTRS$ITW$PM$SLB$AXP$WFC
$260M
95 positions
#14SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$SLB$WFC
$816M
49 positions
#15Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$AXP$SLB$SJM
$395M
34 positions
#16Capital Innovations LLCPassive
Some overlap · 5 shared positions
$CEG$WM$SLB$EXC$AWK
$385M
51 positions
#17Unison Asset Management LLCActive
Some overlap · 3 shared positions
$AXP$WFC$UBER
$246M
32 positions
#18CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXP$STX$MS$UBER
$2.0B
76 positions
#19Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$WM$ALL$CEG$EXC$WFC
$170M
84 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$AON$ITW$WM$MFC
$390M
103 positions
#21ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$WM$ITW
$807M
209 positions
#22LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AXP$ITW$PM$YUM
$273M
104 positions
#23SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$AXP$PM$WFC
$337M
101 positions
#24DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$PM$MS$WFC$COP
$253M
38 positions
#25Iron Gate Global Advisors LLCActive
Some overlap · 4 shared positions
$AXP$MS$SNOW$UBER
$1.0B
109 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.