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Hedge Funds Similar to Vision

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

Vision Capital Management, Inc. is an institutional investor managing $876M across 156 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 Vision are Kensington Investment Counsel, Ridge Creek Global, Signet Investment Advisory Group, with shared positions in $AMGN, $QCOM, $WSO, $SNA, $SLB, $BR. The full ranking of 25 similar funds is below.

#1Kensington Investment Counsel, LLCPassive
Notable overlap · 10 shared positions
$AMGN$QCOM$WSO$SNA$SLB$BR
$230M
85 positions
#2Ridge Creek Global, IncPassive
Notable overlap · 7 shared positions
$IAU$SHW$DIS$NEE$HON$HONA
$129M
94 positions
#3Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$IAU$AMGN$NEE$HON$CVS$HONA
$227M
73 positions
#4JMAC ENTERPRISES LLCActive
Notable overlap · 4 shared positions
$IAU$AMGN$QCOM$NEE
$593M
122 positions
#5Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$SHW$AMGN$WSO$DIS$PGR
$1.3B
62 positions
#6Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$IAU$SHW$SNA$AMGN
$467M
141 positions
#7Granite Group Advisors, LLCActive
Notable overlap · 5 shared positions
$SBUX$AMGN$QCOM$DIS$NEE
$169M
84 positions
#8Wallington Asset Management, LLCActive
Notable overlap · 5 shared positions
$IAU$AMGN$HON$HONA$DIS
$814M
61 positions
#9Centerline Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$UPS$NEE$DIS
$319M
79 positions
#10Cohen Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$AMGN$SBUX$DIS$NEE$UPS$CRM
$223M
81 positions
#11Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$DIS$NEE$SBUX
$276M
157 positions
#12LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$SLB$CRM$CVS
$143M
89 positions
#13ETF Store, Inc.Passive
Some overlap · 4 shared positions
$IAU$AMGN$NEE$SBUX
$120M
114 positions
#14Global Wealth Strategies & AssociatesActive
Some overlap · 3 shared positions
$IAU$SHW$QCOM
$528M
97 positions
#15American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$NEE
$473M
133 positions
#16Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$SBUX$QCOM$AMGN$NEE
$71M
72 positions
#17First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 7 shared positions
$AMGN$DIS$SLB$NEE$HON$HONA
$529M
75 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SHW$AMGN$SBUX$CRM
$124M
100 positions
#19Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$275M
82 positions
#20Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SBUX$NEE
$319M
123 positions
#21Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$NEE$UPS
$155M
107 positions
#22Alan B. Lancz & Associates, Inc.Passive
Some overlap · 6 shared positions
$AMGN$QCOM$NEE$HON$HONA$DIS
$115M
138 positions
#23MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 8 shared positions
$SNA$BR$CRM$HON$HONA$WSM
$508M
113 positions
#24Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$AMGN$IAU$QCOM$NEE$CVS$COF
$723M
260 positions
#25Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$QCOM$SBUX$DIS$AMGN$WSM$COF
$330M
73 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.