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Hedge Funds Similar to Sound View Wealth Advisors Group,

13F Portfolio OverlapQ1 2026Sound View Wealth Advisors Group, portfolio →
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Most similar hedge funds by 13F overlap

Sound View Wealth Advisors Group, LLC is an institutional investor managing $1.5B across 422 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 Sound View Wealth Advisors Group, are Gratus Wealth Advisors,, MEMBERS WEALTH, InvesTrust, with shared positions in $HLT, $SSL, $MAR, $MS, $HUM, $IBM. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$HLT$SSL$MAR$MS$HUM$IBM
$691M
138 positions
#2MEMBERS WEALTH LLCActive
Notable overlap · 6 shared positions
$HLT$SSL$HUM$KO$MAR$SO
$167M
113 positions
#3InvesTrustPassive
Notable overlap · 6 shared positions
$SSL$HLT$BMY$KKR$KO$IBM
$238M
91 positions
#4Houlihan Financial Resource Group, Ltd.Passive
Notable overlap · 6 shared positions
$SSL$HLT$MAR$MS$AMGN$IBM
$257M
109 positions
#5Wilkins Miller Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$HLT$SSL$HUM$KKR$SO$KO
$165M
89 positions
#6Summit Asset Management, LLCActive
Notable overlap · 5 shared positions
$HLT$SSL$DIA$KO$IBM
$719M
172 positions
#7Windsor Capital Management, LLCActive
Notable overlap · 5 shared positions
$HLT$SSL$DIA$KO$AMGN
$355M
123 positions
#8LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 3 shared positions
$HLT$SSL$HUM
$133M
61 positions
#9Signature Wealth Management GroupPassive
Notable overlap · 5 shared positions
$HLT$SSL$BMY$SO$IBM
$263M
128 positions
#10RVW Wealth, LLCActive
Some overlap · 4 shared positions
$HLT$SSL$MS$HUM
$1.3B
176 positions
#11WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$SSL$HLT$KKR$HUM$KO
$1.6B
263 positions
#12EIGHT 31 FINANCIAL, LLCActive
Some overlap · 4 shared positions
$HLT$SSL$EPD$KO
$166M
72 positions
#1310Elms LLPPassive
Some overlap · 6 shared positions
$SSL$HLT$HUM$EPD$KKR$AMGN
$159M
480 positions
#14Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$KKR
$188M
87 positions
#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$SSL$HLT$AMGN$SO
$187M
55 positions
#16NOVEM GROUPPassive
Some overlap · 5 shared positions
$HLT$SSL$HUM$AMGN$KKR
$873M
437 positions
#17First International Bank of Israel Ltd.Active
Some overlap · 3 shared positions
$HLT$SSL$DIA
$340M
59 positions
#18Cornerstone Planning, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$KO$IBM
$443M
141 positions
#19Commonwealth Financial Services, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$MS$KO
$632M
278 positions
#20THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$KO
$344M
44 positions
#21Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$SSL$HUM$MAR$HLT
$254M
108 positions
#22Praetorian Wealth Management, Inc.Active
Some overlap · 5 shared positions
$SSL$HLT$MAR$HUM$EPD
$526M
77 positions
#23SONATA CAPITAL GROUP INCPassive
Some overlap · 6 shared positions
$SSL$HLT$HUM$KKR$MAR$IBM
$271M
123 positions
#24Breachway Investments LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KKR
$104M
96 positions
#25CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$HLT$SSL$MS$SO$KO$IBM
$6.2B
357 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.