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Hedge Funds Similar to Castleview Partners,

13F Portfolio OverlapQ1 2026Castleview Partners, portfolio →
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Most similar hedge funds by 13F overlap

Castleview Partners, LLC is an institutional investor managing $195M across 200 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 Castleview Partners, are Montis Financial,, R.H. Investment Group,, SECTOR GAMMA AS, with shared positions in $COP, $KKR, $FSCO, $AGQ, $AMGN, $UNH. The full ranking of 25 similar funds is below.

#1Montis Financial, LLCActive
Notable overlap · 4 shared positions
$COP$KKR$FSCO$AGQ
$484M
150 positions
#2R.H. Investment Group, LLCPassive
Notable overlap · 4 shared positions
$COP$AMGN$UNH$PM
$130M
45 positions
#3SECTOR GAMMA ASActive
Notable overlap · 4 shared positions
$BMY$AMGN$UNH$ELV
$423M
42 positions
#4Smead Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$AMGN$UNH
$4.6B
32 positions
#5AA Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$COP$KKR$AGQ$PM
$710M
221 positions
#6REDMONT WEALTH ADVISORS LLC
Notable overlap · 4 shared positions
$COP$AGQ$FSCO$KKR
$66M
307 positions
#7EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$COP$UNH$ELV
$29.8B
60 positions
#8White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$COP$KKR$PM
$721M
145 positions
#9DAGCO, INC.Passive
Notable overlap · 3 shared positions
$COP$KKR$PSLV
$461M
353 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$UNH$BMY$COP$AMGN$T
$1.4B
56 positions
#11CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$COP$UNH$AMGN$PM$AGQ
$140M
72 positions
#12Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$COP$KKR$AZO
$183M
61 positions
#13Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$COP$KKR$SIVR
$127M
57 positions
#14Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$COP$KKR$T
$1.4B
211 positions
#15Asset Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$COP$PM$BMY$AMGN
$199M
116 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$AMGN$BMY$UNH$AZO$PM
$624M
41 positions
#17AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$UNH$ELV
$445M
77 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$COP$OUNZ$BMY$PSLV
$115M
98 positions
#19Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$COP$KKR$AMGN
$543M
132 positions
#20Forum Private Client Group LLCActive
Some overlap · 3 shared positions
$COP$KKR$T
$300M
80 positions
#21VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$COP$FSCO$ELV
$301M
176 positions
#221834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$COP$BMY$T
$801M
206 positions
#23Anson Capital, Inc.Passive
Some overlap · 5 shared positions
$FSCO$AGQ$SIVR$KKR$COP
$146M
90 positions
#24CWC Advisors, LLC.Passive
Some overlap · 4 shared positions
$COP$FSCO$UNH$OUNZ
$210M
149 positions
#25ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$COP$KKR$UNH
$381M
68 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.