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Hedge Funds Similar to VISION FINANCIAL MARKETS

13F Portfolio OverlapQ3 2026VISION FINANCIAL MARKETS portfolio →
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Most similar hedge funds by 13F overlap

VISION FINANCIAL MARKETS LLC is an institutional investor managing $131M across 387 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VISION FINANCIAL MARKETS are William B. Walkup & Associates, Radnor, Valtrion, with shared positions in $AZO, $VZ, $CVS, $WSM, $WM, $PM. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$AZO$VZ$CVS
$208M
258 positions
#2Radnor Capital Management, LLCPassive
Some overlap · 6 shared positions
$AZO$WSM$WM$PM$CVS$AFL
$726M
320 positions
#3Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$WSM$WM$DIS$MCD$PM$AFL
$134M
103 positions
#4Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$WSM$MCD$VZ$PM$ED
$497M
948 positions
#5PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$WSM$MET$BLK$MCD$VZ$LMT
$651M
207 positions
#6First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$WSM$BLK$MCD$LMT$PM
$1.4B
73 positions
#7Osprey Private Wealth LLCPassive
Some overlap · 5 shared positions
$AZO$BLK$DIS$MCD$VZ
$387M
88 positions
#8Linscomb Wealth, Inc.Passive
Some overlap · 7 shared positions
$WSM$BLK$LMT$MCD$MET$PM
$2.3B
311 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$BLK$WM$DIS$MCD$LMT$PM
$529M
75 positions
#10MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 7 shared positions
$BLK$MCD$VZ$LMT$PM$ED
$644M
205 positions
#11Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$WSM$BLK$DIS
$366M
76 positions
#12Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$WSM$WM$BLK$AFL$WMB
$596M
238 positions
#13Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$WSM$WM$LMT
$643M
209 positions
#14Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$BLK$WM$MCD$VZ$LMT
$455M
57 positions
#15Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$AN$BLK$WM$VZ$T
$308M
169 positions
#16HS Management Partners, LLCActive
Some overlap · 3 shared positions
$WSM$DIS$MCD
$291M
24 positions
#17Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$AZO$DIS$MCD$PM$WMB
$754M
41 positions
#18Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$WM$DIS$MCD$VZ$AMT$AFL
$4.3B
344 positions
#19Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WM$MCD$LMT$VZ$PM$ED
$330M
128 positions
#20Edge Wealth Management LLCActive
Some overlap · 5 shared positions
$BLK$WM$DIS$MCD$AMT
$666M
89 positions
#21Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$WSM$BLK$VZ
$1.5B
188 positions
#22Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$WM$MCD$VZ$LMT$CVS$AFL
$265M
100 positions
#23Gleason Group, Inc.Active
Some overlap · 3 shared positions
$WSM$BLK$MCD
$1.1B
441 positions
#24Townsend & Associates, IncActive
Some overlap · 5 shared positions
$AZO$WM$DIS$LMT$HAL
$1.2B
111 positions
#25UNITED BANKActive
Some overlap · 5 shared positions
$BLK$WM$MCD$LMT$AFL
$853M
130 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.