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Hedge Funds Similar to Global View

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

Global View Capital Management LLC is an institutional investor managing $377M across 140 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 Global View are IAM Advisory,, MOULTON WEALTH ,, Lauer Wealth,, with shared positions in $WT, $AGQ, $USB, $PLTR, $SLV, $SAN. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Highly similar · 4 shared positions
$WT$AGQ$USB$PLTR
$446M
95 positions
#2MOULTON WEALTH MANAGEMENT, INCActive
Highly similar · 5 shared positions
$WT$AGQ$USB$SLV$SAN
$147M
52 positions
#3Lauer Wealth, LLCActive
Substantial overlap · 7 shared positions
$WT$USB$AGQ$SLV$ARKO$VZ
$126M
67 positions
#4Broussard Financial Group LLCActive
Substantial overlap · 4 shared positions
$WT$USB$SLV$EPAM
$125M
29 positions
#5TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$SLV$OTIS
$163M
795 positions
#6Team Financial Group, LLCActive
Substantial overlap · 5 shared positions
$WT$OKE$GLDM$PLTR$DKNG
$220M
273 positions
#7Gaddis Premier Wealth Advisors LLCPassive
Substantial overlap · 3 shared positions
$WT$OKE$PLTR
$136M
85 positions
#8STAPP WEALTH MANAGEMENT, PLLCActive
Substantial overlap · 4 shared positions
$WT$SGOL$GLDM$AEM
$78M
30 positions
#9Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 4 shared positions
$WT$SE$EPAM$USB
$2.1B
372 positions
#10RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$FITB$SLV
$247M
57 positions
#11Nvest Wealth Strategies, Inc.Active
Substantial overlap · 3 shared positions
$WT$PLTR$SGOL
$143M
395 positions
#12Reyes Financial Architecture, Inc.Passive
Substantial overlap · 3 shared positions
$WT$AGQ$AEM
$122M
348 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Substantial overlap · 4 shared positions
$WT$AGQ$SLV$GLDM
$132M
80 positions
#14Avant Capital LLCPassive
Substantial overlap · 3 shared positions
$WT$AGQ$PLTR
$142M
76 positions
#15Exit Wealth Advisors, LLC.Active
Substantial overlap · 4 shared positions
$WT$USO$SLV$PSLV
$195M
131 positions
#16Encompass More Asset ManagementPassive
Substantial overlap · 8 shared positions
$WT$SGOL$SLV$AGQ$SIVR$USB
$597M
251 positions
#17Oxinas Partners Wealth Management LLCPassive
Substantial overlap · 5 shared positions
$WT$AGQ$USB$SE$PLTR
$219M
145 positions
#18Wealthcare Capital Partners, LLCActive
Substantial overlap · 5 shared positions
$WT$AGQ$SLV$GLDM$SE
$213M
153 positions
#19Fortune Financial Group, Inc.Active
Substantial overlap · 5 shared positions
$WT$AGQ$USB$SIVR$OTIS
$111M
84 positions
#20ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Substantial overlap · 3 shared positions
$AGQ$USB$DKNG
$237M
89 positions
#21tru Independence LLCPassive
Substantial overlap · 4 shared positions
$WT$FITB$AGQ$OTIS
$202M
102 positions
#22Dedeker Financial LLCPassive
Substantial overlap · 3 shared positions
$AGQ$SLV$PLTR
$115M
50 positions
#23Dale Q Rice Investment Management LtdActive
Substantial overlap · 3 shared positions
$AGQ$EOG$PLTR
$132M
68 positions
#24626 Financial, LLCActive
Notable overlap · 3 shared positions
$WT$OKE$EMR
$224M
121 positions
#25Systelligence, LLCPassive
Notable overlap · 4 shared positions
$WT$USB$SIVR$SAN
$514M
56 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.