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Hedge Funds Similar to VIAWEALTH

13F Portfolio OverlapQ2 2026VIAWEALTH portfolio →
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Most similar hedge funds by 13F overlap

VIAWEALTH, LLC is an institutional investor managing $199M across 167 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VIAWEALTH are Ellsworth Advisors, Banco de Sabadell, S.A, FIRST FINANCIAL BANKSHARES, with shared positions in $USB, $ANET, $AMGN, $MDT, $DELL, $VLO. The full ranking of 25 similar funds is below.

#1Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$ANET$AMGN$MDT$DELL
$609M
182 positions
#2Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$VLO$USB$AMGN$MDT
$170M
61 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$AMGN$BX$MDT$COP$NOW$WMB
$5.3B
210 positions
#4Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$MDT$DELL$DE$COP$CB
$347M
138 positions
#5Nepsis Inc.Active
Some overlap · 5 shared positions
$AMGN$ANET$MDT$NOW$CB
$295M
28 positions
#6Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$AMGN$BX$DE$WMB$COP$BA
$145M
104 positions
#7CENTRAL BANK & TRUST COActive
Some overlap · 6 shared positions
$VLO$AMGN$WMB$CB$MDY$DE
$705M
185 positions
#8TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$AMGN$USB$WMB$CB$BX
$1.3B
226 positions
#9O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$VLO$AMGN$CW$WMB
$362M
141 positions
#10Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$VLO$ANET$BA$WMB
$287M
33 positions
#11Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$USB$VLO$DE$CB$COP
$401M
272 positions
#12Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$DE$NOW
$500M
110 positions
#13Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$USB$MDT$BX$WMB
$169M
84 positions
#14Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AMGN$BX$BA$NOW$CB
$223M
81 positions
#15Proactive Wealth Strategies LLCPassive
Some overlap · 5 shared positions
$ANET$BX$AMGN$MDT$DELL
$623M
222 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$BA$WMB
$330M
73 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ANET$USB$AMGN$ETR
$2.2B
268 positions
#18NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$MDT$BA$DE$CB
$381M
144 positions
#19MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$USB$MDT$ETR$COP$WMB
$3.8B
152 positions
#20Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$USB$AMGN$VLO$DELL
$1.0B
204 positions
#21Fusion Capital, LLCActive
Some overlap · 4 shared positions
$VLO$AMGN$BA$USB
$430M
112 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$AMGN$MDT$COP
$606M
79 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$AMGN$USB$MDT$MDY
$1.2B
106 positions
#24North Forty Two & Co.Passive
Some overlap · 3 shared positions
$VLO$AMGN$COP
$118M
104 positions
#25JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$GGG$AMGN$CASY
$748M
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.