13F Pro

Hedge Funds Similar to VISTA INVESTMENT

13F Portfolio OverlapQ2 2026VISTA INVESTMENT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VISTA INVESTMENT MANAGEMENT is an institutional investor managing $333M across 178 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 INVESTMENT are MATRIX ASSET ADVISORS, GUYASUTA INVESTMENT ADVISORS, WATERS PARKERSON, with shared positions in $PNC, $LOW, $TEL, $WFC, $TMO, $STZ. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 10 shared positions
$PNC$LOW$TEL$WFC$TMO$STZ
$1.2B
106 positions
#2GUYASUTA INVESTMENT ADVISORS INCActive
Notable overlap · 7 shared positions
$WCC$PNC$LOW$TEL$TMO$PEP
$1.9B
276 positions
#3WATERS PARKERSON & CO., LLCActive
Notable overlap · 5 shared positions
$COHR$TMO$DIS$MCHP$PEP
$2.0B
200 positions
#4Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$COF$PNC$LOW$WFC$MCHP$AMGN
$47.7B
212 positions
#5Wealth Management Strategies, Inc.Smart money
Notable overlap · 3 shared positions
$COHR$PNC$GLW
$256M
45 positions
#6North Growth Management Ltd.Active
Notable overlap · 4 shared positions
$COHR$TMO$ELV$TXN
$780M
48 positions
#7SUMMITRY LLCPassive
Some overlap · 7 shared positions
$LOW$WFC$TMO$GLW$TEL$AMGN
$3.0B
340 positions
#8SHUFRO ROSE & CO LLCActive
Some overlap · 6 shared positions
$COHR$TMO$GLW$AMGN$TXN$PEP
$1.7B
315 positions
#9Brookmont Capital ManagementActive
Some overlap · 6 shared positions
$PNC$TEL$WFC$AZN$MCHP$PEP
$186M
61 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$PNC$LOW$TEL$EOG$PEP$WFC
$2.5B
270 positions
#11SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 6 shared positions
$TEL$WFC$TMO$DIS$ELV$CSX
$3.2B
40 positions
#12VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 4 shared positions
$COHR$TMO$DIS$ELV
$473M
120 positions
#13Roberts Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$COHR$TMO$DIS
$440M
111 positions
#14Eldred Rock Partners, LLCActive
Some overlap · 6 shared positions
$COF$WFC$TMO$PEP$NVO$TXN
$465M
29 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$PNC$LOW$PEP$WFC$CSX$AMGN
$108M
52 positions
#16Networth Advisors, LLCActive
Some overlap · 7 shared positions
$PNC$COF$TMO$DIS$PEP$EOG
$172M
383 positions
#17Rodgers Brothers Inc.Active
Some overlap · 3 shared positions
$COHR$GLW$TXN
$1.0B
247 positions
#18Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$COHR$TEL$GLW
$1.1B
34 positions
#19Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$TEL$COF$WFC$AZN$PNC$JLL
$680M
199 positions
#20MOTCOPassive
Some overlap · 5 shared positions
$RUSHA$GLW$TMO$MCHP$LOW
$1.2B
840 positions
#21VAN STRUM & TOWNE INC.Passive
Some overlap · 7 shared positions
$COF$DIS$PEP$AMGN$TXN$LOW
$367M
111 positions
#22Proem Advisors LLCActive
Some overlap · 4 shared positions
$COHR$MCHP$TXN$GLW
$1.9B
56 positions
#23Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$COHR$GLW$TXN
$593M
84 positions
#24Hosking Partners LLPActive
Some overlap · 5 shared positions
$COF$WFC$GLW$ELV$MCHP
$3.0B
98 positions
#25Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$PNC$DIS$PEP$STZ$AMGN$TXN
$169M
84 positions

Compare VISTA INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View VISTA INVESTMENT’s holdings

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.