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Hedge Funds Similar to Longview Financial Advisors,

13F Portfolio OverlapQ1 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 Q1 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 Provident Wealth ,, TrueWealth Advisors,, Guilbault, with shared positions in $REGN, $AMN, $AJG, $KO, $MCD, $MS. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive
Substantial overlap · 6 shared positions
$REGN$AMN$AJG$KO$MCD$MS
$331M
134 positions
#2TrueWealth Advisors, LLCPassive
Notable overlap · 7 shared positions
$GRWG$REGN$SO$DUK$T$VZ
$398M
233 positions
#3Guilbault Capital LLCPassive
Notable overlap · 5 shared positions
$REGN$PM$DUK$KO$MS
$91M
67 positions
#4Copley Financial Group, Inc.Active
Notable overlap · 5 shared positions
$REGN$LMT$MCD$KO$MS
$166M
115 positions
#5Sylvest Advisors, LLCActive
Notable overlap · 3 shared positions
$REGN$AMN$BMY
$188M
70 positions
#6bLong Financial, LLCActive
Notable overlap · 6 shared positions
$GRWG$MCD$BMY$T$VZ$MS
$132M
76 positions
#7Argo Wealth Advisory, LLCActive
Notable overlap · 5 shared positions
$REGN$AJG$LMT$ADP$PFE
$170M
48 positions
#8Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$REGN$MCD$CEG$MS
$344M
79 positions
#9PTM WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$REGN$LMT$CEG$EXC
$189M
56 positions
#10Mainsail Financial Group, LLCActive
Notable overlap · 5 shared positions
$REGN$KO$AMN$PFE$VZ
$240M
62 positions
#11Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$REGN$GRWG$CEG
$261M
128 positions
#12Inlight Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$T$PFE$VZ
$270M
50 positions
#13Prota Financial, LLCActive
Notable overlap · 4 shared positions
$REGN$LMT$KO$MS
$138M
67 positions
#14Wiser Wealth Management, IncSmart money
Notable overlap · 5 shared positions
$REGN$SO$KO$PM$T
$464M
58 positions
#15Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$REGN$AMN$MS
$126M
74 positions
#16Valley Financial Group, Inc.Active
Some overlap · 5 shared positions
$GRWG$T$PFE$VZ$MS
$185M
63 positions
#17Decker Wealth Management LLCPassive
Some overlap · 3 shared positions
$REGN$LMT$DUK
$441M
105 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$GRWG$REGN$CEG
$99M
59 positions
#19Financial Security Advisor, Inc.Active
Some overlap · 8 shared positions
$REGN$D$PM$MCD$LMT$SO
$544M
160 positions
#20Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$GRWG$PM$MS
$107M
54 positions
#21Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$REGN$AMN$LMT$MCD
$117M
101 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$REGN$PM$KO
$206M
97 positions
#23Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$REGN$D$VZ
$118M
73 positions
#24Commerce Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$KO$BMY
$119M
122 positions
#25OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$AMN$MCD
$110M
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.