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 Private Wealth Partners.

13F Portfolio OverlapQ2 2026Vista Private Wealth Partners. portfolio →

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Most similar hedge funds by 13F overlap

Vista Private Wealth Partners. LLC is an institutional investor managing $306M across 89 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 Private Wealth Partners. are Beacon Harbor Wealth Advisors, Principal Street Partners, KEYNOTE FINANCIAL SERVICES, with shared positions in $LITE, $VZ, $BMY, $AMGN, $TXN, $CVS. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$LITE $VZ $BMY $AMGN

$513M

70 positions

#2Principal Street Partners, LLCPassive

Some overlap · 7 shared positions

$VZ $TXN $CVS $BMY $AMGN $STT

$683M

277 positions

#3KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 6 shared positions

$LITE $CVS $VZ $BMY $AMGN $GILD

$214M

185 positions

#4Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$TXN $BA $VZ $DIS $CVS $C

$160M

124 positions

#5MCDONALD PARTNERS LLCPassive

Some overlap · 5 shared positions

$LITE $TXN $AMGN $GILD $C

$412M

621 positions

#6EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$TXN $CVS $BMY $AMGN $SCHW $WFC

$1.3B

58 positions

#7Hillman Capital Management, Inc.Passive

Some overlap · 5 shared positions

$VZ $BA $CVS $DIS $BMY

$138M

54 positions

#8InvesTrustPassive

Some overlap · 6 shared positions

$VZ $DIS $CVS $BMY $BA $WFC

$260M

95 positions

#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Some overlap · 5 shared positions

$VZ $DIS $BA $BMY $WFC

$489M

244 positions

#10Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$VZ $BA $DIS $AMGN $WFC $C

$223M

81 positions

#11HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$VZ $TXN $SCHW $WFC $GILD

$323M

168 positions

#12LSV ASSET MANAGEMENTActive

Some overlap · 7 shared positions

$VZ $BMY $CVS $STT $DIS $WFC

$55.1B

889 positions

#13JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$BA $VZ $DIS $CVS $TXN $GILD

$128M

154 positions

#14Arnhold LLCActive

Some overlap · 3 shared positions

$LITE $VZ $BMY

$1.4B

113 positions

#151834 INVESTMENT ADVISORS COPassive

Some overlap · 5 shared positions

$VZ $TXN $CVS $BMY $C

$883M

211 positions

#16ADVOCATE GROUP LLCPassive

Some overlap · 4 shared positions

$VZ $TXN $BMY $SCHW

$665M

122 positions

#17Goldstream Capital Management LtdActive

Some overlap · 3 shared positions

$LITE $TXN $VIAV

$132M

45 positions

#18EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 6 shared positions

$VZ $CVS $AMGN $GILD $C $BMY

$303M

175 positions

#19PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$VZ $TXN $AMGN $STT $C

$1.2B

103 positions

#20TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Some overlap · 4 shared positions

$LITE $TXN $SCHW $VIAV

$785M

68 positions

#21Neumann Capital Management, LLCActive

Some overlap · 6 shared positions

$CVS $DIS $BMY $SCHW $WFC $GILD

$151M

58 positions

#22WealthBridge Investment Counsel Inc.Active

Some overlap · 5 shared positions

$VZ $BA $DIS $GILD $C

$375M

44 positions

#23NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$VZ $CVS $TXN $AMGN $WFC

$863M

131 positions

#24SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$VZ $TXN $AMGN $STT $C

$1.3B

97 positions

#25Nan Shan Life Insurance Co., Ltd.Active

Some overlap · 4 shared positions

$VZ $TXN $DIS $BMY

$3.2B

82 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.