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Hedge Funds Similar to Vigil Wealth

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

Vigil Wealth Management, LLC is an institutional investor managing $140M across 81 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 Vigil Wealth are Weinberger Asset, GQG Partners, SIMA Wealth Partners, with shared positions in $PM, $MO, $KMI, $ENB, $TRP, $PEP. The full ranking of 25 similar funds is below.

#1Weinberger Asset Management, IncActive
Substantial overlap · 3 shared positions
$PM$MO$KMI
$312M
101 positions
#2GQG Partners LLCActive
Substantial overlap · 4 shared positions
$PM$MO$ENB$TRP
$53.8B
102 positions
#3SIMA Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$PM$MO$PEP
$141M
130 positions
#4Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$PEP
$140M
26 positions
#5GARDNER RUSSO & QUINN LLCSmart money
Notable overlap · 4 shared positions
$PM$UBER$MO$PEP
$8.9B
85 positions
#6Kennon-Green & Company, LLCActive
Notable overlap · 4 shared positions
$PM$MO$PEP$CL
$128M
41 positions
#7Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#8HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$PM$MO$ENB$PEP
$252M
43 positions
#9INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Notable overlap · 4 shared positions
$PM$CNQ$UBER$NU
$487M
31 positions
#10Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$KMI
$394M
99 positions
#11AR ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$PM$KMI$MO$GM$PEP
$546M
122 positions
#12TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$PM$ENB$MO$PEP$KMI
$798M
187 positions
#13Carolina Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$MO$PM$TPR$PEP$CL
$255M
278 positions
#14CFC Planning Co LLCPassive
Notable overlap · 3 shared positions
$PM$MO$CRM
$171M
71 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$ENB$PM$VTR$GM$PEP
$296M
134 positions
#16PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$MO$PM$ENB
$117M
53 positions
#17RBO & CO LLCActive
Some overlap · 3 shared positions
$PM$PEP$MO
$628M
56 positions
#18Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MS$MO$PEP
$226M
42 positions
#19Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$497M
948 positions
#20Broyhill Asset Management, LLCPassive
Some overlap · 4 shared positions
$PM$UBER$MS$ENB
$112M
77 positions
#21AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$745M
184 positions
#22Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$MO$PM$KMI
$112M
63 positions
#23Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$ENB$KMI$MO$CL
$1.0B
207 positions
#24Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$MO$PEP
$860M
149 positions
#25MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$CNQ$ENB$TRP
$3.7B
43 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.