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Hedge Funds Similar to Roundview

13F Portfolio OverlapQ1 2026Roundview portfolio →
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Most similar hedge funds by 13F overlap

Roundview Capital LLC is an institutional investor managing $1.6B across 340 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Roundview are MATHER GROUP,, TrustWell Financial Advisors,, Clarity Advisors,, with shared positions in $SNOW, $USB, $COP, $MKL, $MCD, $FAST. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active
Some overlap · 6 shared positions
$SNOW$USB$COP$MKL$MCD$FAST
$10.0B
1,896 positions
#2TrustWell Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$USB$COP$UPST$MKL
$106M
70 positions
#3Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$USB$COP$UPST$MKL
$215M
95 positions
#4American Money Management, LLCActive
Some overlap · 5 shared positions
$SNOW$COP$UPST$MCD$ASML
$632M
168 positions
#5Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 5 shared positions
$SNOW$USB$COP$MKL$MCD
$233M
105 positions
#6Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$COP$UPST
$109M
1,311 positions
#7MBA Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$UPST$MKL$ASML$MCD
$260M
146 positions
#8Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$SNOW$USB$COP$MCD
$1.3B
129 positions
#9Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$SNOW$COP$MCD$AXP$MU
$566M
28 positions
#10Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$MCD$AXP
$213M
124 positions
#11Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SNOW$USB$COP$MCD
$420M
120 positions
#12Syverson Strege & CoActive
Some overlap · 4 shared positions
$SNOW$USB$MKL$MU
$416M
169 positions
#13Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$COP$UPST$MKL
$1.4B
58 positions
#14NOVEM GROUPPassive
Some overlap · 4 shared positions
$SNOW$COP$UPST$USB
$873M
437 positions
#15Legacy Edge Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$USB$COP$AXP
$951M
223 positions
#16Verde Capital ManagementActive
Some overlap · 3 shared positions
$SNOW$USB$PGR
$468M
69 positions
#17Galvin, Gaustad & Stein, LLCPassive
Some overlap · 4 shared positions
$SNOW$PGR$USB$AXP
$1.2B
252 positions
#18Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$SNOW$USB$COP$AXP
$595M
87 positions
#19Connective Capital Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$COP$USB$ISRG
$121M
66 positions
#20Certified Advisory CorpPassive
Some overlap · 4 shared positions
$SNOW$COP$UPST$USB
$1.1B
318 positions
#21Longview Financial Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$USB$COP
$184M
157 positions
#22Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$SNOW$USB$COP
$488M
799 positions
#23North Forty Two & Co.Passive
Some overlap · 3 shared positions
$SNOW$USB$COP
$108M
97 positions
#24Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$COP
$99M
59 positions
#25Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$COP
$149M
70 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.