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 VISTA FINANCE

13F Portfolio OverlapQ3 2026VISTA FINANCE portfolio →

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Most similar hedge funds by 13F overlap

VISTA FINANCE, LLC is an institutional investor managing $188M across 55 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 VISTA FINANCE are CERTIOR FINANCIAL GROUP, Upper Left Wealth, Compass Ion Advisors, with shared positions in $FSCO, $GLDM, $GBTC, $DOV, $FSK, $FBTC. The full ranking of 25 similar funds is below.

#1CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$FSCO $GLDM $GBTC $DOV $FSK

$184M

143 positions

#2Upper Left Wealth Management, LLCActive

Some overlap · 4 shared positions

$GLDM $FBTC $IBIT $GBTC

$193M

68 positions

#3Compass Ion Advisors, LLCActive

Some overlap · 5 shared positions

$FBTC $GLDM $IBIT $GBTC $DOV

$1.2B

306 positions

#4ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $FBTC $IBIT

$709M

91 positions

#5Mills Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $FBTC $GBTC

$316M

78 positions

#6NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$GLDM $IBIT $GBTC $DOV

$283M

75 positions

#7Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$GLDM $IBIT $GBTC $DOV

$166M

570 positions

#8PALLADIEM, LLCActive

Some overlap · 4 shared positions

$GLDM $IBIT $RBC $FN

$103M

136 positions

#9OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $GBTC

$116M

69 positions

#10Granahan Investment Management, LLCPassive

Some overlap · 6 shared positions

$QXO $VCTR $RBC $MOD $LGND $FROG

$2.8B

150 positions

#11TLT Family Holdco ULCActive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$704M

9 positions

#12Integrity Wealth Solutions LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$271M

129 positions

#13Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$530M

235 positions

#14Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$115M

76 positions

#15Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $FBTC $DOV

$1.1B

109 positions

#16PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$312M

131 positions

#17Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $FBTC

$190M

118 positions

#18Quest 10 Wealth Builders, Inc.Passive

Some overlap · 3 shared positions

$GLDM $FBTC $DOV

$129M

776 positions

#19Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$FBTC $IBIT $GBTC

$125M

73 positions

#20Objective Capital Management, LLCActive

Some overlap · 3 shared positions

$FBTC $IBIT $DOV

$112M

99 positions

#21Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$FBTC $IBIT $DOV

$158M

57 positions

#22Bayshore Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$FBTC $IBIT $FSK

$214M

42 positions

#23Warren Street Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $FBTC

$448M

156 positions

#24Secure Asset Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$753M

338 positions

#25Apeiron RIA LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $FSCO

$440M

136 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.