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Hedge Funds Similar to VICUS

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

VICUS CAPITAL is an institutional investor managing $1.5B across 268 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 VICUS are Fusion, True Vision MN, Upper Left Wealth, with shared positions in $BHP, $SCHW, $VLO, $STT, $IAU, $IAUM. The full ranking of 25 similar funds is below.

#1Fusion Capital, LLCActive
Some overlap · 3 shared positions
$BHP$SCHW$VLO
$430M
112 positions
#2True Vision MN LLC
Some overlap · 3 shared positions
$BHP$STT$IAU
$194M
98 positions
#3Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAUM$STT$IAU
$193M
68 positions
#4Greenline Partners, LLCActive
Some overlap · 3 shared positions
$BHP$IAUM$IAU
$983M
149 positions
#5Barden Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$CL$VLO
$110M
58 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$CL$LOW
$108M
52 positions
#7CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAUM$STT$LOW
$338M
143 positions
#8Walkner Condon Financial Advisors LLCPassive
Some overlap · 4 shared positions
$STT$BAH$IAU$NU
$871M
344 positions
#9Firestone Capital ManagementActive
Some overlap · 4 shared positions
$IAUM$IAU$T$LOW
$537M
168 positions
#10Persium Advisors, LLCSmart money
Some overlap · 3 shared positions
$BHP$T$LOW
$191M
70 positions
#11SFM, LLCActive
Some overlap · 3 shared positions
$IAUM$BAH$IAU
$199M
69 positions
#12United Community BankPassive
Some overlap · 3 shared positions
$IAUM$IAU$T
$323M
534 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$LOW
$163M
113 positions
#14BOK Financial Private Wealth, Inc.Active
Some overlap · 3 shared positions
$IAUM$IAU$LOW
$1.9B
792 positions
#15YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$STT$CL$SCHW
$8.1B
74 positions
#16VPR Management LLCActive
Some overlap · 3 shared positions
$BHP$IAU$NU
$249M
66 positions
#17Catalyst Investment Management LLCActive
Some overlap · 4 shared positions
$BHP$BAH$IAU$SCHW
$113M
74 positions
#18Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$BHP$STX$VLO
$334M
81 positions
#19BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$STT$IAU$T
$453M
117 positions
#20JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$STT$IAU$SCHW
$1.3B
830 positions
#21FLAGSTAR ADVISORS INC.Active
Slight overlap · 3 shared positions
$STT$IAU$NU
$330M
184 positions
#22PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$STT$BHP$SCHW
$3.2B
77 positions
#23Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$STT$IAU$LOW
$251M
74 positions
#24Bellwether Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$IAU$STX
$675M
167 positions
#25Aspect Partners, LLCActive
Slight overlap · 3 shared positions
$STT$IAU$IAUM
$264M
681 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.