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Hedge Funds Similar to Long Island Wealth

13F Portfolio OverlapQ3 2026Long Island Wealth portfolio →
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Most similar hedge funds by 13F overlap

Long Island Wealth Management, Inc. is an institutional investor managing $256M across 98 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 Long Island Wealth are American National Bank of Texas, Neumann, Novak & Powell Financial Services, with shared positions in $DOV, $CVS, $AMGN, $GLW, $ED, $CW. The full ranking of 24 similar funds is below.

#1American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$CVS$AMGN
$109M
52 positions
#2Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$GLW$CVS
$391M
105 positions
#3Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$GLW$AMGN
$212M
171 positions
#4PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$GLW$CVS
$967M
129 positions
#5Greenspring Advisors, LLCSmart money
Some overlap · 3 shared positions
$DOV$GLW$AMGN
$1.8B
355 positions
#6UNITED BANKActive
Some overlap · 3 shared positions
$DOV$GLW$AMGN
$853M
130 positions
#7ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$DOV$CVS$AMGN$GLW
$914M
1,049 positions
#8Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$DOV$GLW$AMGN
$885M
136 positions
#9Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$GLW$AMGN
$345M
576 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 3 shared positions
$DOV$GLW$AMGN
$504M
136 positions
#11ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 3 shared positions
$GLW$CVS$AMGN
$985M
331 positions
#12St. Johns Investment Management Company, LLCPassive
Slight overlap · 3 shared positions
$GLW$CVS$AMGN
$264M
201 positions
#13CapWealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GLW$CVS$AMGN
$1.3B
122 positions
#14FOCUSED ALPHA, LLCPassive
Slight overlap · 3 shared positions
$GLW$CVS$AMGN
$402M
249 positions
#15Powers Advisory Group, LLCActive
Slight overlap · 3 shared positions
$GLW$ED$AMGN
$330M
128 positions
#16bLong Financial, LLCSmart money
Slight overlap · 3 shared positions
$GLW$AMGN$ED
$154M
80 positions
#17Lighthouse Financial LLCActive
Slight overlap · 3 shared positions
$GLW$AMGN$DOV
$222M
98 positions
#18Radnor Capital Management, LLCPassive
Slight overlap · 3 shared positions
$GLW$CW$CVS
$726M
320 positions
#19O'Brien Greene & Co. IncPassive
Slight overlap · 3 shared positions
$CW$AMGN$GLW
$362M
141 positions
#20Evolution Advisers, Inc.Active
Slight overlap · 3 shared positions
$DOV$CW$AMGN
$272M
943 positions
#21Battery Global Advisors, LLCSmart money
Slight overlap · 3 shared positions
$DOV$GLW$AMGN
$200M
157 positions
#22Crews Bank & TrustPassive
Slight overlap · 3 shared positions
$GLW$DOV$AMGN
$766M
662 positions
#23Patrick Mauro Investment Advisor, INC.Active
Slight overlap · 3 shared positions
$DOV$ED$GLW
$199M
38 positions
#24Cheviot Value Management, LLCActive
Slight overlap · 3 shared positions
$CVS$GLW$AMGN
$984M
443 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.