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Hedge Funds Similar to New Perspectives

13F Portfolio OverlapQ3 2026New Perspectives portfolio →
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Most similar hedge funds by 13F overlap

New Perspectives, Inc is an institutional investor managing $329M across 48 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to New Perspectives are S. R. Schill & Associates, Cardinal Strategic Wealth Guidance, RETIREMENT INCOME SOLUTIONS, with shared positions in $GLDM, $SHW, $UNP, $AMGN, $LNT, $AEP. The full ranking of 25 similar funds is below.

#1S. R. Schill & AssociatesSmart money
Notable overlap · 3 shared positions
$GLDM$SHW$UNP
$159M
22 positions
#2Cardinal Strategic Wealth GuidanceActive
Notable overlap · 3 shared positions
$GLDM$SHW$UNP
$441M
67 positions
#3RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$AMGN$LNT
$581M
172 positions
#4BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$GLDM$UNP$AEP
$1.3B
243 positions
#5American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$UNP$AMGN
$109M
52 positions
#6DeDora Capital, Inc.Passive
Some overlap · 3 shared positions
$GLDM$UNP$AMGN
$448M
451 positions
#7Auour Investments LLCActive
Some overlap · 3 shared positions
$GLDM$SHW$AMGN
$349M
95 positions
#8Joseph Group Capital ManagementPassive
Slight overlap · 3 shared positions
$GLDM$AMGN$AEP
$476M
387 positions
#9CFS Investment Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$GLDM$SHW$AMGN$CB
$1.5B
361 positions
#10Sumitomo Mitsui DS Asset Management Company, LtdActive
Slight overlap · 3 shared positions
$GLDM$SHW$AMGN
$14.8B
772 positions
#11DAGCO, INC.Active
Slight overlap · 4 shared positions
$SHW$UNP$AEP$CB
$576M
118 positions
#12DB Fitzpatrick & Co, IncActive
Slight overlap · 4 shared positions
$SHW$AMGN$ADSK$CB
$121M
100 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Slight overlap · 4 shared positions
$GLDM$SHW$ADSK$LNT
$165M
79 positions
#14Carnegie Investment CounselPassive
Slight overlap · 4 shared positions
$SHW$AMGN$CB$LNT
$5.0B
551 positions
#15Wilkinson Global Asset Management LLCActive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$1.3B
62 positions
#16SS&H Financial Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$391M
130 positions
#17TOTH FINANCIAL ADVISORY CORPPassive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$1.0B
1,024 positions
#18ACIMA PRIVATE WEALTH, LLCActive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$344M
174 positions
#19Sage Financial Management Group, Inc.Active
Slight overlap · 3 shared positions
$SHW$UNP$CB
$364M
61 positions
#20Stokes Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$SHW$UNP$CB
$455M
118 positions
#21RHL GROUP, LLCActive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$120M
271 positions
#22Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$SHW$AMGN$CB
$1.1B
108 positions
#23MATTERN CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SHW$AMGN$CB
$857M
166 positions
#24Sterling Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SHW$AEP$CB
$388M
115 positions
#25Dorato Capital ManagementPassive
Slight overlap · 3 shared positions
$SHW$UNP$AMGN
$150M
254 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.