13F Pro

Hedge Funds Similar to Viewpoint

13F Portfolio OverlapQ1 2026Viewpoint portfolio →
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Most similar hedge funds by 13F overlap

Viewpoint Capital Management LLC is an institutional investor managing $214M across 135 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 Viewpoint are CERTUITY,, Provident Living Financial Services,, Spectrum Financial Alliance Ltd, with shared positions in $C, $GE, $BAC, $WT, $MS, $T. The full ranking of 25 similar funds is below.

#1CERTUITY, LLCPassive
Notable overlap · 8 shared positions
$C$GE$BAC$WT$MS$T
$1.5B
659 positions
#2Provident Living Financial Services, Inc.Active
Notable overlap · 5 shared positions
$BAC$C$AMD$T$SOFI
$91M
48 positions
#3Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 4 shared positions
$BAC$C$GE$T
$520M
30 positions
#4Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$BAC$C$GE$GEV
$267M
33 positions
#5Pavion Blue Capital, LLCPassive
Notable overlap · 4 shared positions
$BAC$GE$GEV$AIG
$230M
108 positions
#6Next Level Private LLCPassive
Notable overlap · 8 shared positions
$GE$GEV$WT$MS$BMY$MO
$443M
175 positions
#7HOERTKORN RICHARD CHARLESActive
Notable overlap · 4 shared positions
$BAC$GE$GEV$AMD
$122M
75 positions
#8Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$C$BAC$GE$GEV$T$CTVA
$685M
380 positions
#9Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$BAC$C$MS
$255M
57 positions
#10Griffith & Werner, Inc.Active
Notable overlap · 3 shared positions
$BAC$C$T
$202M
72 positions
#11Riggs Asset Managment Co. Inc.Passive
Notable overlap · 4 shared positions
$C$PHYS$GEV$AMD
$486M
127 positions
#12Matthew Goff Investment Advisor, LLCPassive
Notable overlap · 4 shared positions
$BAC$GE$GEV$C
$600M
107 positions
#13Massachusetts Wealth ManagementPassive
Notable overlap · 4 shared positions
$C$GE$GEV$BAC
$231M
98 positions
#14Teewinot Capital Advisers, L.L.C.Active
Notable overlap · 3 shared positions
$BAC$C$MS
$1.3B
33 positions
#15Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$BAC$GE$AMD$GEV
$190M
464 positions
#16Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$BAC$C$MS$MO$T
$9.8B
213 positions
#17guardian investment managementActive
Some overlap · 5 shared positions
$GE$BAC$GEV$C$T
$127M
60 positions
#18Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$BAC$C$MS$SOFI
$343M
115 positions
#19Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$BAC$AIG$MS
$2.8B
99 positions
#20Spahn Wealth & Retirement LLCActive
Some overlap · 3 shared positions
$BAC$C$RL
$79M
25 positions
#21Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$C$GEV$GE$AMD$MS
$227M
77 positions
#22Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$BAC$GE$GEV$CTVA$MO
$267M
92 positions
#23MWA Asset ManagementPassive
Some overlap · 6 shared positions
$BAC$WT$MS$CTVA$C$GE
$182M
154 positions
#24American Assets Investment Management, LLCActive
Some overlap · 4 shared positions
$BAC$C$MS$GE
$1.5B
146 positions
#25DCM Advisors, LLCActive
Some overlap · 4 shared positions
$BAC$AIG$MS$T
$220M
38 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.