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 MACROVIEW INVESTMENT

13F Portfolio OverlapQ1 2026MACROVIEW INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MACROVIEW INVESTMENT MANAGEMENT LLC is an institutional investor managing $144M across 99 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 MACROVIEW INVESTMENT are Northwest Financial Advisors, Harbour Wealth Group,, Generation, with shared positions in $JHG, $AGQ, $BRZE, $LMT, $HUM, $BAH. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive

Notable overlap · 7 shared positions

$JHG $AGQ $BRZE $LMT $HUM $BAH

$52M

66 positions

#2Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $JHG $IAU

$133M

89 positions

#3Generation Capital Management LLCPassive

Notable overlap · 6 shared positions

$JHG $AGQ $IAU $GMM $UNP $UNH

$137M

74 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$JHG $IAU $BRZE $DOV $PHYS

$478M

42 positions

#5Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $AGQ $IAU $GMM

$180M

39 positions

#6New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$JHG $BRZE $IAU $HUM $DOV $AGQ

$866M

194 positions

#7DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $IAU $HUM $BAH

$163M

58 positions

#8Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 4 shared positions

$JHG $AGQ $GMM $MS

$129M

46 positions

#9First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $IAU $HUM $IBM

$122M

80 positions

#10CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$JHG $AGQ $BRZE $HUM $IBM $DOV

$648M

134 positions

#11Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$PHYS $IAU $HUM $MS

$126M

74 positions

#12MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$JHG $AGQ $HUM $IBM

$824M

231 positions

#13IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$JHG $IAU $BRZE $UNH

$96M

72 positions

#14Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $IBM

$367M

146 positions

#15Valued Retirements, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $IAU $HUM

$102M

90 positions

#16Aureum Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $HUM

$144M

60 positions

#17Accel Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $AGQ $HUM $IBM $MS

$383M

290 positions

#18ALLIANZ SEActive

Notable overlap · 3 shared positions

$JHG $IAU $AXP

$9.0B

473 positions

#19HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 4 shared positions

$JHG $IAU $AXP $BRZE

$392M

1,298 positions

#20Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $AGQ $AXP $IBM

$181M

87 positions

#21FULCRUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$PHYS $JHG $IBM

$121M

72 positions

#22TruWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $IAU $BAH $IBM

$2.1B

182 positions

#23Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $BRZE $HUM $UNP

$306M

1,121 positions

#24Innova Wealth PartnersPassive

Notable overlap · 5 shared positions

$JHG $AGQ $BRZE $HUM $IBM

$211M

166 positions

#25Marshall Financial Group, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $LMT

$625M

293 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.