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Hedge Funds Similar to Broadview Financial ,

13F Portfolio OverlapQ1 2026Broadview Financial , portfolio →
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Most similar hedge funds by 13F overlap

Broadview Financial Management, LLC is an institutional investor managing $146M across 40 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 Broadview Financial , are Firestone, SENTINEL WEALTH ,, Advisory Resource Group, with shared positions in $SCHW, $DHR, $MDY, $CTVA, $GMM. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$DHR$MDY
$480M
160 positions
#2SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SCHW$DHR$MDY$CTVA
$125M
39 positions
#3Advisory Resource GroupPassive
Some overlap · 3 shared positions
$SCHW$DHR$GMM
$581M
172 positions
#4TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SCHW$GMM$CTVA
$718M
143 positions
#5DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$CTVA
$115M
51 positions
#6ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$CTVA
$370M
119 positions
#7GK Wealth Management LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$CTVA
$115M
51 positions
#8BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$CTVA
$129M
217 positions
#9FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$DHR$GMM
$342M
115 positions
#10Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$SCHW$MDY$CTVA
$279M
141 positions
#11JDM Financial Group LLCActive
Some overlap · 4 shared positions
$SCHW$GMM$MDY$CTVA
$259M
318 positions
#12Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$GMM$CTVA
$518M
140 positions
#13Rodgers & Associates, LTDActive
Slight overlap · 3 shared positions
$SCHW$GMM$CTVA
$982M
101 positions
#14Idaho Trust CoPassive
Slight overlap · 3 shared positions
$SCHW$CTVA$GMM
$308M
97 positions
#15Cambridge Advisors Inc.Active
Slight overlap · 3 shared positions
$SCHW$MDY$DHR
$515M
178 positions
#16Whitegate Investment Counselors, Inc.Active
Slight overlap · 3 shared positions
$SCHW$MDY$CTVA
$315M
68 positions
#17LPWM LLCActive
Slight overlap · 3 shared positions
$SCHW$GMM$DHR
$396M
94 positions
#18Pure Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$SCHW$CTVA$GMM
$7.0B
572 positions
#19JIM SAULNIER & ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$SCHW$GMM$DHR
$205M
139 positions
#20Ballentine Partners, LLCActive
Slight overlap · 3 shared positions
$SCHW$GMM$CTVA
$7.2B
1,014 positions
#21Private Wealth Asset Management, LLCPassive
Slight overlap · 3 shared positions
$SCHW$MDY$DHR
$935M
923 positions
#22Houlihan Financial Resource Group, Ltd.Passive
Slight overlap · 3 shared positions
$SCHW$MDY$CTVA
$257M
109 positions
#23SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 3 shared positions
$SCHW$DHR$CTVA
$1.5B
107 positions
#24Inman Jager Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SCHW$DHR$GMM
$171M
84 positions
#25US BANCORP \DE\Passive
Slight overlap · 3 shared positions
$SCHW$DHR$MDY
$82.4B
4,164 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.