How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Visionary Wealth Advisors

13F Portfolio OverlapQ2 2026Visionary Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Visionary Wealth Advisors is an institutional investor managing $2.5B across 666 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 Visionary Wealth Advisors are Stack Financial, Stablepoint Partners, VIRGINIA WEALTH GROUP, with shared positions in $PWR, $EMR, $PSX, $LMT, $NEE, $DUK. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$PWR $EMR $PSX $LMT $NEE $DUK

$1.3B

54 positions

#2Stablepoint Partners, LLCPassive

Notable overlap · 11 shared positions

$QCOM $KMI $PSX $AMGN $LMT $VZ

$723M

260 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$EMR $QCOM $KMI $PSX $SO $AMGN

$201M

57 positions

#4BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$QCOM $MO $KMI $AMGN $EMR $LMT

$515M

142 positions

#5BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PWR $QCOM $AMGN $PEP

$289M

65 positions

#6FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 5 shared positions

$PWR $AMGN $EMR $PSX $VZ

$203M

109 positions

#7Welch Group, LLCPassive

Notable overlap · 8 shared positions

$EMR $QCOM $SO $LMT $VZ $NEE

$2.9B

326 positions

#8CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$PWR $KMI $NEE $DUK $MCD $PEP

$767M

184 positions

#9PINKERTON WEALTH, LLCActive

Notable overlap · 8 shared positions

$QCOM $PSX $SO $AMGN $VZ $DUK

$1.2B

103 positions

#10SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 8 shared positions

$QCOM $PSX $SO $AMGN $VZ $DUK

$1.3B

97 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$EMR $BNY $QCOM $SO $AMGN $MCD

$108M

52 positions

#12ARS Wealth Advisors Group, LLCActive

Notable overlap · 8 shared positions

$KMI $MO $SO $LMT $VZ $DUK

$1.3B

220 positions

#13Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$PWR $MCD $PEP $VZ

$497M

198 positions

#14Washington Trust Advisors, Inc.Passive

Some overlap · 3 shared positions

$PWR $PEP $KMI

$1.3B

724 positions

#15DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$PWR $ORLY $AMGN $LMT

$124M

100 positions

#16Aull & Monroe Investment Management CorpPassive

Some overlap · 8 shared positions

$SO $AMGN $VZ $NEE $DUK $EMR

$239M

126 positions

#17AMJ Financial Wealth ManagementActive

Some overlap · 3 shared positions

$PWR $ORLY $EMR

$424M

86 positions

#18Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$EMR $PSX $AMGN $LMT $VZ $MCD

$261M

101 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 7 shared positions

$QCOM $MO $SO $VZ $NEE $DUK

$1.7B

256 positions

#20Rithm Capital Corp.Active

Some overlap · 5 shared positions

$PWR $EMR $SO $NEE $DUK

$81M

38 positions

#21Shoker Investment Counsel, Inc.Active

Some overlap · 7 shared positions

$EMR $SO $MO $LMT $DUK $MCD

$398M

113 positions

#22Optimist Retirement Group LLCActive

Some overlap · 7 shared positions

$QCOM $MO $LMT $VZ $MCD $GSK

$259M

118 positions

#23Crescent Sterling, Ltd.Passive

Some overlap · 7 shared positions

$QCOM $PSX $AMGN $VZ $DUK $LMT

$112M

85 positions

#24OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 7 shared positions

$KMI $SO $AMGN $LMT $VZ $NEE

$329M

323 positions

#25Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$PWR $BNY $MCD

$254M

128 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.