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Hedge Funds Similar to Vines

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

Vines Capital Management, LLC is an institutional investor managing $122M across 90 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 Vines are Bouvel Investment Partners, ITHAKA GROUP, Forefront Wealth Partners, with shared positions in $ETR, $VRT, $CRWD, $AXON, $BA, $ETN. The full ranking of 25 similar funds is below.

#1Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$ETR$VRT$CRWD$AXON$BA$ETN
$442M
84 positions
#2ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$VRT$SHOP$CRWD$AXON$ANET$PLTR
$551M
40 positions
#3Forefront Wealth Partners, LLC
Some overlap · 6 shared positions
$VRT$SHOP$CRWD$ANET$ETN$PLTR
$323M
177 positions
#4ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$ETR$VRT$SHOP$PLTR
$74.1B
109 positions
#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Slight overlap · 5 shared positions
$VRT$SHOP$CRWD$AXON$ANET
$4.4B
109 positions
#6Stanley-Laman Group, Ltd.Passive
Slight overlap · 4 shared positions
$ETR$VRT$BA$ANET
$984M
298 positions
#7WESPAC Advisors SoCal, LLCPassive
Slight overlap · 6 shared positions
$VRT$CRWD$AXON$ANET$ETN$PLTR
$560M
122 positions
#8Riggs Asset Managment Co. Inc.Passive
Slight overlap · 6 shared positions
$VRT$CRWD$C$ANET$ETN$PLTR
$560M
132 positions
#9Faithward Advisors, LLCPassive
Slight overlap · 5 shared positions
$VRT$SHOP$CRWD$ANET$PLTR
$819M
339 positions
#10Sterling Investment Advisors, Ltd.Passive
Slight overlap · 5 shared positions
$VRT$SHOP$CRWD$ETN$PLTR
$599M
225 positions
#11SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 5 shared positions
$VRT$SHOP$C$BA$ANET
$895M
185 positions
#12Redwood Financial Network CorpPassive
Slight overlap · 5 shared positions
$VRT$SHOP$CRWD$AXON$ANET
$180M
192 positions
#13Clay Northam Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$VRT$SHOP$CRWD$TXN$PLTR
$203M
109 positions
#14HARTLINE INVESTMENT CORP/Active
Slight overlap · 5 shared positions
$VRT$SHOP$C$ETN$PLTR
$1.1B
115 positions
#15Alessandra Capital Management, LLCPassive
Slight overlap · 4 shared positions
$ETR$CRWD$TXN$BA
$141M
127 positions
#16ARTHUR M. COHEN & ASSOCIATES, LLCActive
Slight overlap · 5 shared positions
$SHOP$VRT$CRWD$ETN$PLTR
$640M
139 positions
#17Kingsman Wealth Management, Inc.Active
Slight overlap · 5 shared positions
$VRT$CRWD$C$BA$PLTR
$214M
76 positions
#18Bluebird Wealth Management LLCPassive
Slight overlap · 5 shared positions
$VRT$CRWD$C$ANET$ETN
$115M
89 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Slight overlap · 4 shared positions
$VRT$MLM$CRWD$BA
$152M
84 positions
#20Schear Investment Advisers, LLCPassive
Slight overlap · 4 shared positions
$VRT$MLM$CRWD$C
$299M
83 positions
#21Cornerstone Capital, Inc.Active
Slight overlap · 4 shared positions
$VRT$SHOP$CRWD$ETN
$1.1B
120 positions
#22BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Slight overlap · 5 shared positions
$SHOP$CRWD$TXN$C$ETN
$371M
394 positions
#23Rithm Capital Corp.Active
Slight overlap · 3 shared positions
$ETR$VRT$ETN
$81M
38 positions
#24Princeton Global Asset Management LLCPassive
Slight overlap · 3 shared positions
$ETR$VRT$ETN
$698M
831 positions
#25Cottage Street Advisors LLCPassive
Slight overlap · 3 shared positions
$ETR$VRT$TXN
$259M
149 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.