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Hedge Funds Similar to Kingsview Wealth ,

13F Portfolio OverlapQ1 2026Kingsview Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Kingsview Wealth Management, LLC is an institutional investor managing $7.3B across 1,334 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 Kingsview Wealth , are Winslow ,, STRATEGIC PLANNING GROUP,, JENNISON ASSOCIATES, with shared positions in $PLTR, $AMD, $GE, $ISRG, $MS, $LEN. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$PLTR$AMD$GE$ISRG$MS
$25.6B
60 positions
#2STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$AMD$ISRG$MS
$715M
72 positions
#3JENNISON ASSOCIATES LLCActive
Some overlap · 4 shared positions
$AMD$PLTR$GE$ISRG
$145.4B
562 positions
#4Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$PLTR$AMD$GE$ISRG
$135M
726 positions
#5Vann Equity Management LLCPassive
Some overlap · 5 shared positions
$GE$PLTR$ISRG$LEN$MS
$140M
158 positions
#6Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$PLTR$AMD$ISRG$MCD$TXN
$1.9B
378 positions
#7NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 4 shared positions
$PLTR$AMD$GE$ISRG
$2.1B
335 positions
#8Keystone Financial GroupPassive
Some overlap · 6 shared positions
$PLTR$AMD$HUM$MCD$IAU$MS
$1.5B
524 positions
#9October Effect LtdPassive
Some overlap · 5 shared positions
$AMD$GE$LEN$PSLV$FITB
$87M
64 positions
#10McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$MS
$885M
121 positions
#11OFI INVEST ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$MS
$7.6B
347 positions
#12Destiny Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$PLTR$AMD$NKE$MS$HUM
$914M
1,148 positions
#13CADINHA & CO LLCActive
Some overlap · 5 shared positions
$GE$ISRG$PLTR$IAU$MCD
$537M
103 positions
#14Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$GE$ISRG$MS
$345M
78 positions
#15Orion Capital Management LLCPassive
Some overlap · 5 shared positions
$PLTR$ISRG$AMD$MS$HUM
$290M
485 positions
#16Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 7 shared positions
$NKE$IAU$AMD$GE$HUM$PLTR
$414M
694 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$MS
$646M
274 positions
#18WILLNER & HELLER, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$HUM
$134M
161 positions
#19Arsenal Capital Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$MS$ISRG$HUM
$138M
98 positions
#20CAPITAL FUND MANAGEMENT S.A.Passive
Some overlap · 5 shared positions
$GE$PLTR$AMD$ISRG$MCD
$22.1B
2,005 positions
#21Grant Private Wealth Management IncPassive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$TXN
$188M
154 positions
#22STF Management LP
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$TXN
$107M
101 positions
#23Purus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$ISRG$GE
$314M
157 positions
#24Carroll Investors, IncActive
Some overlap · 4 shared positions
$PLTR$AMD$GE$ISRG
$187M
31 positions
#25Aventura Private Wealth, LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$AMD$MS$TXN
$273M
904 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.