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Hedge Funds Similar to VISTA PARTNERS

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

VISTA CAPITAL PARTNERS, INC. is an institutional investor managing $1.1B across 170 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 VISTA PARTNERS are DB Fitzpatrick, Long Road Investment Counsel, MAIMON WEALTH LTD., with shared positions in $SYK, $SBUX, $DOV, $CMI, $APD, $TMO. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$SYK$SBUX$DOV$CMI$APD$TMO
$124M
100 positions
#2Long Road Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$SYK$SBUX$APD$TMO
$271M
80 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$SYK$DOV$APD
$130M
80 positions
#4Two Point Capital Management, Inc.Active
Some overlap · 7 shared positions
$SYK$DOV$CMI$GLW$APD$PH
$248M
30 positions
#5Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$SYK$DOV$SBUX$CMI
$170M
121 positions
#6BONNESS ENTERPRISES INCSmart money
Some overlap · 3 shared positions
$SYK$GLW$TMO
$310M
37 positions
#7CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$SO$PH
$451M
171 positions
#8ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 4 shared positions
$SYK$SBUX$APD$TMO
$584M
366 positions
#9Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 3 shared positions
$SYK$DOV$APH
$2.9B
215 positions
#10TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$SYK$DOV$PH
$623M
123 positions
#11Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SYK$SBUX$NKE
$151M
184 positions
#12Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$SYK$SBUX$APD$TMO$NKE
$562M
84 positions
#13Family Legacy Financial Solutions, LLCActive
Some overlap · 3 shared positions
$SYK$DOV$CMI
$164M
65 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SYK$SBUX$PH$TMO
$10.3B
565 positions
#15DILLON & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$SBUX$APD
$817M
80 positions
#16Bey-Douglas LLC
Some overlap · 3 shared positions
$SYK$APH$SO
$115M
56 positions
#17HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SBUX$SYK$APD
$194M
108 positions
#18Hixon Zuercher, LLCPassive
Some overlap · 4 shared positions
$SYK$SBUX$APD$APH
$341M
88 positions
#19Smart Portfolios, LLC
Some overlap · 4 shared positions
$SYK$SBUX$NKE$APD
$100M
99 positions
#20BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$SYK$SBUX$APD$APH
$346M
113 positions
#21MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$SYK$DOV$APD$TMO$APH
$1.3B
81 positions
#22SUMMITRY LLCPassive
Some overlap · 4 shared positions
$SBUX$GLW$APD$TMO
$3.0B
340 positions
#23DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SYK$TMO$GLW
$351M
45 positions
#24Watchman Group, Inc.Active
Some overlap · 3 shared positions
$SYK$CMI$APH
$447M
73 positions
#25ESL Trust Services, LLCSmart money
Some overlap · 5 shared positions
$SYK$NKE$SBUX$GLW$SO
$587M
266 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.