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Hedge Funds Similar to VISIONARY HORIZONS

13F Portfolio OverlapQ3 2026VISIONARY HORIZONS portfolio →
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Most similar hedge funds by 13F overlap

VISIONARY HORIZONS, LLC is an institutional investor managing $251M across 144 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 VISIONARY HORIZONS are apricus wealth, Ranch Advisors, VIRGINIA WEALTH GROUP, with shared positions in $AMGN, $SO, $NVS, $MDT, $DUK, $NEM. The full ranking of 25 similar funds is below.

#1apricus wealth, LLCPassive
Notable overlap · 8 shared positions
$AMGN$SO$NVS$MDT$DUK$NEM
$222M
128 positions
#2Ranch Capital Advisors Inc.Passive
Notable overlap · 7 shared positions
$AMGN$CAH$SO$DUK$TGT$VZ
$316M
157 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$AMGN$SO$MDT$DUK$TGT$VZ
$203M
58 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$MDT$DUK$CI$ELV$VZ$GILD
$161M
62 positions
#5Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$AMGN$NVS$DUK$NOC$MDT
$253M
139 positions
#6IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PLTR$VZ$AMGN$HWM$KIM$IBKR
$1.3B
209 positions
#7Verity & Verity, LLCActive
Some overlap · 5 shared positions
$AMGN$MDT$TGT$VZ$GILD
$1.5B
139 positions
#8OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$AMGN$PLTR$SO$VZ
$341M
320 positions
#9PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$AMGN$SO$DUK$VZ$ELV
$1.2B
103 positions
#10SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$AMGN$SO$DUK$VZ$ELV
$1.3B
97 positions
#11IAM Advisory, LLCActive
Some overlap · 6 shared positions
$AMGN$NVS$NOC$HWM$GILD$PLTR
$513M
107 positions
#12TriCert Investment Counsel Inc.Passive
Some overlap · 5 shared positions
$AMGN$NVS$VZ$DUK$MDT
$1.1B
88 positions
#13ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$SO$MDT$DUK$TGT$VZ
$646M
122 positions
#14Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$PLTR$AMGN$NVS$ELV$MDT
$7.1B
267 positions
#15DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$DUK$GILD$SO$AMGN$VZ
$96M
76 positions
#16SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$AMGN$CAH$MDT$ELV
$461M
40 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$AMGN$MDT$NVS$DUK
$1.2B
611 positions
#18Tortuga Wealth Management, IncPassive
Some overlap · 5 shared positions
$AMGN$VZ$DUK$PLTR$SO
$141M
141 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SO$DUK$AMGN$TGT$GILD
$1.3B
58 positions
#20GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$SO$HAS$AMGN$NVS$VZ
$2.3B
224 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$AMGN$DUK$SO$VZ$DVN
$703M
160 positions
#22Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$AMGN$DUK$SO$NOC$GILD
$805M
155 positions
#23GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AMGN$ELV$DVN$AN$SO
$906M
153 positions
#24RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$SO$DUK$NEM$VZ$TGT
$150M
89 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$MDT$HAS$VZ
$263M
373 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.