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Hedge Funds Similar to Glenview

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

Glenview Trust Co is an institutional investor managing $6.4B across 500 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 Glenview are FINANCIAL ADVISORY PARTNERS,, LYNCH & ASSOCIATES/IN, LaFleur & Godfrey, with shared positions in $OKTA, $SCHW, $LOW, $LMT, $UNP, $NEE. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$OKTA$SCHW$LOW$LMT$UNP$NEE
$354M
66 positions
#2LYNCH & ASSOCIATES/INPassive
Some overlap · 8 shared positions
$LOW$BA$HON$IBM$LMT$KO
$533M
126 positions
#3LaFleur & Godfrey LLCActive
Some overlap · 5 shared positions
$OKTA$HON$IBM$ECL$NEE
$803M
141 positions
#4WAYCROSS PARTNERS, LLCActive
Some overlap · 8 shared positions
$ISRG$LOW$BA$HON$MCD$ECL
$1.0B
76 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$OKTA$LOW$C$UNP$NEE
$909M
112 positions
#6CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 6 shared positions
$OKTA$LMT$MCD$ECL$UNP$NEE
$1.1B
189 positions
#7Providence Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$SCHW$LOW$HON$IBM$KO$ALL
$157M
80 positions
#8Financial & Tax Architects, LLCPassive
Some overlap · 7 shared positions
$SCHW$LOW$IBM$KO$MCD$ECL
$448M
108 positions
#9FCA CORP /TXPassive
Some overlap · 5 shared positions
$OKTA$LOW$IBM$LMT$ALL
$354M
191 positions
#10Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 7 shared positions
$SCHW$BA$IBM$LMT$KO$MCD
$495M
128 positions
#11Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$OKTA$IBM$KO$SCHW
$197M
50 positions
#12CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 7 shared positions
$BA$IBM$LMT$KO$MCD$UNP
$184M
66 positions
#13RICHARDS, MERRILL & PETERSON, INC.Passive
Some overlap · 6 shared positions
$ISRG$LOW$IBM$HON$KO$MCD
$273M
283 positions
#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BA$IBM$KO$MCD$ECL$UNP
$367M
141 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$SCHW$HON$LMT$KO$MCD$UNP
$280M
107 positions
#16Impact Capital Partners LLCPassive
Some overlap · 5 shared positions
$OKTA$HON$KO$MCD$UNP
$331M
276 positions
#17NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ISRG$LOW$HON$MCD$UNP$NEE
$2.4B
189 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$HON$IBM$LMT$KO$MCD$UNP
$446M
104 positions
#19Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$OKTA$SCHW$AMN
$1.2B
174 positions
#20FARMERS TRUST COPassive
Some overlap · 7 shared positions
$HON$IBM$LMT$MCD$UNP$C
$637M
203 positions
#21Mystic Asset Management, Inc.Passive
Some overlap · 6 shared positions
$LOW$BA$IBM$LMT$MCD$C
$431M
218 positions
#22BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 6 shared positions
$ISRG$HON$IBM$KO$MCD$ECL
$134M
211 positions
#23Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$OKTA$BA$NEE
$493M
142 positions
#24PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKTA$BA$NEE
$402M
112 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$LOW$HON$IBM$LMT$KO$MCD
$353M
78 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.