Hedge Funds Similar to Vise Technologies

13F Portfolio OverlapQ2 2026Vise Technologies portfolio →

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Most similar hedge funds by 13F overlap

Vise Technologies, Inc. is an institutional investor managing $8.8B across 1,774 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 Vise Technologies are Blue Chip Partners, MACQUARIE GROUP LTD, J. M. Brown & Associates, with shared positions in $PM, $ASML, $KLAC, $WELL, $TJX, $VZ. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Slight overlap · 5 shared positions

$PM $ASML $KLAC $WELL $TJX

$1.6B

184 positions

#2MACQUARIE GROUP LTDActive

Slight overlap · 5 shared positions

$PM $KLAC $VZ $WELL $TJX

$23.2B

929 positions

#3J. M. Brown & Associates Inc.Passive

Slight overlap · 4 shared positions

$PM $ASML $FLEX $KLAC

$175M

167 positions

#4Capital International InvestorsActive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $WELL

$483.6B

446 positions

#5Capital International, Inc./CA/Active

Slight overlap · 4 shared positions

$PM $ASML $KLAC $WELL

$14.3B

302 positions

#6Capital International SarlActive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $WELL

$7.1B

287 positions

#7HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $TJX

$1.7B

479 positions

#8Dynasty Wealth Management, LLCActive

Slight overlap · 4 shared positions

$ASML $PM $FLEX $KLAC

$13.5B

367 positions

#9ENVESTNET ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $TJX

$423.6B

4,822 positions

#10Storgate, LLCPassive

Slight overlap · 4 shared positions

$ASML $FLEX $KLAC $CLS

$482M

351 positions

#11PCB Capital LLCPassive

Slight overlap · 4 shared positions

$PM $FLEX $KLAC $VZ

$82M

114 positions

#12Westover Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $CLS $WELL

$602M

240 positions

#13DELTEC ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$PM $FLEX $CLS $TJX

$677M

264 positions

#14Kelly Financial Services LLCActive

Slight overlap · 4 shared positions

$PM $KLAC $VZ $TJX

$467M

141 positions

#15DekaBank Deutsche GirozentraleActive

Slight overlap · 4 shared positions

$PM $KLAC $VZ $TJX

$59.2B

1,102 positions

#16LITTLE HOUSE CAPITAL LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $VZ $TJX

$445M

113 positions

#17CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $VZ $TJX

$982M

142 positions

#18Transamerica Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$ASML $FLEX $WELL $TJX

$1.2B

2,188 positions

#19RICHARDSON FINANCIAL SERVICES INC.Passive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $TJX

$176M

607 positions

#20Alpha Zero LLCActive

Slight overlap · 4 shared positions

$ASML $WELL $TJX $PM

$264M

107 positions

#21WELLINGTON MANAGEMENT GROUP LLPPassive

Slight overlap · 4 shared positions

$PM $FLEX $KLAC $WELL

$580.2B

1,921 positions

#22Union Bankshares CorpPassive

Slight overlap · 4 shared positions

$PM $ASML $KLAC $TJX

$6.0B

1,699 positions

#23Chevy Chase Trust Holdings, LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $TJX $VZ

$38.8B

649 positions

#24FULTON BANK, N.A.Passive

Slight overlap · 4 shared positions

$FLEX $KLAC $VZ $TJX

$3.3B

694 positions

#25Triasima Portfolio Management inc.Passive

Slight overlap · 4 shared positions

$KLAC $CLS $WELL $TJX

$740M

127 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.