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Hedge Funds Similar to VIAWEALTH,

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

VIAWEALTH, LLC is an institutional investor managing $180M across 159 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 VIAWEALTH, are Generation, Fusion ,, Quaker Wealth ,, with shared positions in $JHG, $AGQ, $BAC, $UNH, $VLO, $AMGN. The full ranking of 25 similar funds is below.

#1Generation Capital Management LLCPassive
Notable overlap · 4 shared positions
$JHG$AGQ$BAC$UNH
$137M
74 positions
#2Fusion Capital, LLCActive
Notable overlap · 7 shared positions
$JHG$VLO$AMGN$BAC$SCHW$BA
$371M
104 positions
#3Quaker Wealth Management, LLCActive
Notable overlap · 5 shared positions
$JHG$USB$COP$TXN$HON
$320M
972 positions
#4Hilton Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$JHG$COP$BAC$HON$AMGN
$1.3B
129 positions
#5Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$JHG$USB$SCHW$PANW
$192M
70 positions
#6EPIQ PARTNERS, LLCPassive
Notable overlap · 6 shared positions
$JHG$USB$BAC$SCHW$UNH$MDT
$214M
83 positions
#7Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$JHG$USB$AGQ
$619M
255 positions
#8EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$USB$TXN$BAC$UNH$AMGN$COP
$1.4B
56 positions
#9OneAscent Wealth Management LLCActive
Notable overlap · 4 shared positions
$JHG$USB$BAC$VLO
$302M
157 positions
#10Paragon Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$AGQ$ANET
$371M
76 positions
#114WEALTH ADVISORS, INC.Passive
Notable overlap · 5 shared positions
$USB$JHG$AGQ$COP$BA
$117M
142 positions
#12Advisory Resource GroupPassive
Notable overlap · 5 shared positions
$JHG$VLO$COP$SCHW$HON
$581M
172 positions
#13Paladin Wealth, LLCPassive
Notable overlap · 6 shared positions
$JHG$MDT$AGQ$COP$UNH$PANW
$145M
125 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$JHG$HON$SCHW
$280M
107 positions
#15IAM Advisory, LLCActive
Notable overlap · 6 shared positions
$AGQ$USB$AMGN$TXN$HON$PANW
$446M
95 positions
#16Dogwood Wealth Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$SCHW
$230M
860 positions
#17Benchmark Financial, LLCActive
Notable overlap · 3 shared positions
$USB$AGQ$COP
$111M
52 positions
#18PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 5 shared positions
$AGQ$TXN$BAC$COP$SCHW
$166M
72 positions
#19BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$USB$JHG$COP$SCHW
$129M
217 positions
#20Three Cord True Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$JHG$AGQ$USB
$180M
39 positions
#21North Forty Two & Co.Passive
Notable overlap · 6 shared positions
$USB$BAC$VLO$AMGN$COP$TXN
$108M
97 positions
#22Summit Financial Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AGQ$VLO$UNH$USB$BA
$705M
193 positions
#23Innova Wealth PartnersPassive
Notable overlap · 3 shared positions
$JHG$AGQ$AMGN
$211M
166 positions
#24Brown Financial AdvisorsPassive
Notable overlap · 6 shared positions
$JHG$UNH$MDT$COP$BAC$PANW
$264M
209 positions
#25HEADINVEST, LLCPassive
Notable overlap · 5 shared positions
$JHG$USB$TXN$MDT$HON
$488M
225 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.