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Hedge Funds Similar to Vision Retirement

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

Vision Retirement, LLC is an institutional investor managing $414M across 621 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 Retirement are UNITED BANK, DB Fitzpatrick, GGM Financials, with shared positions in $LMT, $SYK, $WM, $KLAC, $HUBB, $MCD. The full ranking of 25 similar funds is below.

#1UNITED BANKActive
Some overlap · 6 shared positions
$LMT$SYK$WM$KLAC$HUBB$MCD
$853M
130 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SYK$LMT$WM$PWR$HUBB
$121M
100 positions
#3GGM Financials LLCActive
Some overlap · 7 shared positions
$LMT$WM$AZO$PLTR$BAH$MCD
$264M
265 positions
#4Saturna Capital CORPActive
Some overlap · 5 shared positions
$SYK$WM$TT$AZO$ASML
$8.2B
140 positions
#5PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$SYK$WM$AZO$KLAC$HUBB
$33.8B
123 positions
#6Stack Financial Management, IncActive
Some overlap · 4 shared positions
$SYK$LMT$WM$PWR
$1.3B
54 positions
#7Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$SYK$WM$LMT$KLAC
$125M
312 positions
#8ABN AMRO INVESTMENT SOLUTIONSActive
Some overlap · 5 shared positions
$SYK$WM$TT$KLAC$PWR
$13.2B
625 positions
#9Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$WM$LMT$SYK$PLTR$MCD
$464M
180 positions
#10Rockline Wealth Management, LLCActive
Some overlap · 7 shared positions
$WM$KLAC$PWR$PLTR$HUBB$MCD
$535M
108 positions
#11Stillwater Wealth Management Group
Some overlap · 4 shared positions
$SYK$LMT$WM$MCD
$187M
70 positions
#12Red Door Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$LMT$AZO$TDG$ASML
$1.1B
320 positions
#13Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$LMT$WM$AZO$PLTR$MCD
$194M
440 positions
#14ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$SYK$TT$KLAC$PWR$PLTR
$7.7B
231 positions
#15Prudent Man Investment Management, Inc.Smart money
Some overlap · 6 shared positions
$LMT$WM$PEG$ASML$PLTR$MCD
$293M
169 positions
#16Aspen Investment Management IncPassive
Some overlap · 5 shared positions
$SYK$WM$TT$PWR$PLTR
$372M
187 positions
#17KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WM$LMT$KLAC$PLTR$ASML
$351M
166 positions
#18SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SYK$AZO$KLAC$TDG$HUBB$MCD
$757M
193 positions
#19AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 4 shared positions
$LMT$SYK$AZO$KLAC
$1.1B
618 positions
#20Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SYK$WM$KLAC$PWR
$1.0B
214 positions
#21Titan Investment Management LLCActive
Some overlap · 6 shared positions
$LMT$AZO$PWR$PLTR$VRT$CRDO
$137M
40 positions
#22ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$SYK$WM$AZO$ASML
$1.2B
215 positions
#23GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WM$SYK$KLAC$PLTR$VRT
$148M
1,422 positions
#24Bensler, LLCPassive
Some overlap · 6 shared positions
$LMT$KLAC$PWR$ASML$FIX$VRT
$1.1B
198 positions
#25Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$LMT$TT$KLAC$PWR$ASML
$1.1B
222 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.