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Hedge Funds Similar to Longview Financial Advisors

13F Portfolio OverlapQ2 2026Longview Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Longview Financial Advisors, Inc. is an institutional investor managing $171M across 43 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Longview Financial Advisors are Fee-Only Financial Planning, L.C., Plan Group Financial, GW HENSSLER & ASSOCIATES LTD, with shared positions in $SO, $D, $PM, $LMT, $XEL, $AJG. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$SO$D$PM
$187M
45 positions
#2Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SO$D$PM
$486M
249 positions
#3GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SO$D$PM
$2.2B
268 positions
#4MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$PM$SO$LMT$XEL
$491M
120 positions
#5Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$AJG$LMT
$2.9B
326 positions
#6Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$SO$D$LMT
$275M
82 positions
#7OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SO$AJG$XEL
$2.7B
54 positions
#8ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$SO$D$XEL
$665M
122 positions
#9Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$SO$D$XEL
$6.4B
88 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SO$PM$LMT
$233M
122 positions
#11OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$SO$PM$LMT
$217M
118 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$SO$PM$LMT
$529M
75 positions
#13Capital Innovations LLCPassive
Some overlap · 3 shared positions
$SO$D$XEL
$385M
51 positions
#14RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SO$PM$D
$136M
86 positions
#15FARMERS TRUST CO
Some overlap · 3 shared positions
$SO$PM$LMT
$637M
203 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$D$PM$SO
$1.2B
127 positions
#17Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$AJG$PM$LMT
$296M
60 positions
#18Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$D$SO$XEL
$4.5B
78 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$SO$LMT$PM
$329M
323 positions
#20Family Legacy, Inc.Passive
Some overlap · 3 shared positions
$AJG$SO$LMT
$375M
124 positions
#21Juno Financial Group LLCActive
Some overlap · 3 shared positions
$D$PM$LMT
$282M
73 positions
#22Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$SO$LMT$PM
$319M
130 positions
#23Lantz Financial LLCPassive
Some overlap · 3 shared positions
$SO$PM$LMT
$546M
259 positions
#24STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 3 shared positions
$AJG$PM$LMT
$670M
265 positions
#25MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$SO$D$XEL
$151M
465 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.