Hedge Funds Similar to Vistica Wealth Advisors

13F Portfolio OverlapQ2 2026Vistica Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Vistica Wealth Advisors, LLC is an institutional investor managing $116M across 54 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 Vistica Wealth Advisors are Hudson, SEIZERT PARTNERS, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $QCOM, $WFC, $BMY, $GLW. The full ranking of 25 similar funds is below.

#1Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$QCOM $WFC $BMY

$414M

74 positions

#2SEIZERT CAPITAL PARTNERS, LLCPassive

Some overlap · 3 shared positions

$QCOM $WFC $BMY

$2.4B

181 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 3 shared positions

$1.5B

184 positions

#4Nan Shan Life Insurance Co., Ltd.Active

Some overlap · 3 shared positions

$QCOM $BMY $GLW

$3.2B

82 positions

#5Tufton Capital ManagementPassive

Some overlap · 3 shared positions

$QCOM $GLW $WFC

$596M

127 positions

#6Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$151M

58 positions

#7SWP FINANCIAL LLCActive

Some overlap · 3 shared positions

$QCOM $GLW $WFC

$216M

78 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 3 shared positions

$QCOM $BMY $WFC

$2.5B

270 positions

#9KLCM Advisors, Inc.Active

Some overlap · 3 shared positions

$QCOM $WFC $BMY

$1.3B

299 positions

#10VIKING FUND MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLW $BMY $QCOM

$1.1B

146 positions

#11Community Bank, N.A.Passive

Some overlap · 3 shared positions

$GLW $BMY $QCOM

$926M

530 positions

#12Landmark Wealth Management, LLCActive

Some overlap · 3 shared positions

$418M

151 positions

#13M&G PlcActive

Some overlap · 3 shared positions

$WFC $BMY $QCOM

$20.1B

374 positions

#14ST GERMAIN D J CO INCPassive

Some overlap · 3 shared positions

$WFC $GLW $QCOM

$2.8B

914 positions

#15Leisure Capital ManagementActive

Some overlap · 3 shared positions

$GLW $QCOM $WFC

$320M

157 positions

#16Sherman Asset Management, Inc.Active

Some overlap · 3 shared positions

$QCOM $WFC $BMY

$129M

136 positions

#17NCM Capital Management, LLCPassive

Some overlap · 3 shared positions

$GLW $QCOM $BMY

$324M

194 positions

#18LSV ASSET MANAGEMENTActive

Some overlap · 3 shared positions

$QCOM $BMY $WFC

$55.1B

889 positions

#19Benchmark Financial Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$405M

147 positions

#20OPINICUS CAPITAL, INC.Passive

Some overlap · 3 shared positions

$GLW $QCOM $WFC

$187M

105 positions

#21United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 3 shared positions

$QCOM $BMY $WFC

$5.6B

184 positions

#22Nautilus Advisors LLCPassive

Slight overlap · 3 shared positions

$QCOM $GLW $BMY

$170M

179 positions

#23Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$GLW $WFC $QCOM

$1.3B

98 positions

#24GARRISON POINT ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$GLW $WFC $QCOM

$247M

176 positions

#25Eaton Financial Holdings Company, LLCPassive

Slight overlap · 3 shared positions

$QCOM $WFC $BMY

$364M

134 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.