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Hedge Funds Similar to bLong Financial,

13F Portfolio OverlapQ1 2026bLong Financial, portfolio →
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Most similar hedge funds by 13F overlap

bLong Financial, LLC is an institutional investor managing $132M across 76 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 bLong Financial, are Longview Financial Advisors,, TrueWealth Advisors,, NBZ Investment Advisors, with shared positions in $GRWG, $MCD, $BMY, $T, $VZ, $MS. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$GRWG$MCD$BMY$T$VZ$MS
$164M
163 positions
#2TrueWealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$GRWG$VZ$T
$398M
233 positions
#3NBZ Investment Advisors LLCActive
Notable overlap · 4 shared positions
$GRWG$VRT$BA$AMD
$229M
73 positions
#4Valley Financial Group, Inc.Active
Notable overlap · 6 shared positions
$GRWG$MS$VZ$COP$T$CRM
$185M
63 positions
#5Emissary Wealth LLCPassive
Notable overlap · 4 shared positions
$GRWG$MS$AMD$GLW
$107M
54 positions
#6Portus Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GRWG$HON$COP
$106M
568 positions
#7Stenger Family Office, LLCPassive
Some overlap · 3 shared positions
$GRWG$MS$MCD
$566M
117 positions
#8Werlinich Asset Management, LLCActive
Some overlap · 7 shared positions
$AMD$MS$DELL$GLW$ABT$HON
$206M
56 positions
#9PlanVest Financial, IncPassive
Some overlap · 6 shared positions
$GRWG$IBM$MS$ABT$MO$WELL
$131M
565 positions
#10Balance Wealth, LLCPassive
Some overlap · 3 shared positions
$GRWG$COP$VRT
$322M
149 positions
#11Sun Financial IncPassive
Some overlap · 3 shared positions
$GRWG$AMD$CRM
$200M
159 positions
#12PeakShares LLCPassive
Some overlap · 7 shared positions
$AMD$IBM$VZ$CRM$GLW$MO
$109M
116 positions
#13Palacios Wealth Management, LLCActive
Some overlap · 7 shared positions
$AMD$AMGN$IBM$MS$VZ$CRM
$160M
75 positions
#14Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 8 shared positions
$MS$IBM$VZ$AMGN$GLW$ABT
$340M
174 positions
#15OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$IBM$MS$VZ$AMGN$BMY$GLW
$193M
108 positions
#16HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$AMD$MS$DELL$GLW$VRT
$909M
112 positions
#17Garner Asset Management CorpPassive
Some overlap · 8 shared positions
$DELL$VZ$IBM$MS$GLW$COP
$255M
156 positions
#18Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$IBM$DELL$VZ$AMGN$BMY$COP
$308M
137 positions
#19KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$AMD$GRWG$GLW$VRT
$90M
545 positions
#20Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$AMD$IBM$MS$DELL$T
$171M
89 positions
#21Persium Advisors, LLCActive
Some overlap · 8 shared positions
$IBM$DELL$VZ$ABT$HON$COP
$127M
60 positions
#22Ellsworth Advisors, LLCPassive
Some overlap · 7 shared positions
$AMD$DELL$AMGN$BMY$MO$VRT
$532M
164 positions
#23CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$IBM$VZ$AMD$AMGN$CRM$MO
$140M
72 positions
#24ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 8 shared positions
$IBM$AMGN$VZ$CRM$AMD$HON
$155M
150 positions
#25MEYER HANDELMAN COActive
Some overlap · 7 shared positions
$IBM$VZ$AMGN$BMY$GLW$HON
$3.2B
220 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.