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Hedge Funds Similar to LongView Asset

13F Portfolio OverlapQ4 2025LongView Asset portfolio →
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Most similar hedge funds by 13F overlap

LongView Asset Management LLC is an institutional investor managing $143M across 51 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LongView Asset are Planning, North Berkeley Wealth ,, Hoese & LLP, with shared positions in $MS, $HUM, $ABT, $NU, $ADBE, $FTAI. The full ranking of 25 similar funds is below.

#1Capital Planning LLCActive
Notable overlap · 3 shared positions
$MS$HUM$ABT
$307M
82 positions
#2North Berkeley Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NU$MS$ABT
$189M
73 positions
#3Hoese & Co LLPActive
Notable overlap · 3 shared positions
$MS$HUM$ABT
$135M
135 positions
#4Hubbell Strickland Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$HUM$ABT
$251M
83 positions
#5Well Done, LLCActive
Some overlap · 3 shared positions
$MS$ABT$HUM
$681M
197 positions
#6Fairtree Asset Management (Pty) LtdPassive
Some overlap · 3 shared positions
$NU$ABT$ADBE
$218M
96 positions
#7Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MS$ADBE$HUM
$126M
74 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$HUM$ABT
$446M
104 positions
#9Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MS$NU$HUM
$151M
97 positions
#10Vigil Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MS$HUM$NU
$124M
75 positions
#11BCU Wealth Advisors, LLCSmart money
Slight overlap · 3 shared positions
$HUM$MS$ABT
$268M
60 positions
#12NEW VERNON INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MS$NU$ABT
$94M
39 positions
#13WIMMER ASSOCIATES 1, LLCPassive
Slight overlap · 3 shared positions
$HUM$ABT$ADBE
$205M
110 positions
#14Fortitude Advisory Group L.L.C.Passive
Slight overlap · 3 shared positions
$FTAI$HUM$MS
$222M
225 positions
#15Cornerstone Financial Management LLCPassive
Slight overlap · 3 shared positions
$HUM$MS$NU
$109M
1,311 positions
#16Dempze Nancy EPassive
Slight overlap · 3 shared positions
$ABT$MS$HUM
$182M
92 positions
#17Addison Advisors LLCPassive
Slight overlap · 3 shared positions
$HUM$NU$MS
$452M
980 positions
#18Bolthouse Investments, LLCActive
Slight overlap · 3 shared positions
$HUM$ABT$MS
$111M
70 positions
#19JT Stratford LLCPassive
Slight overlap · 3 shared positions
$HUM$ADBE$NU
$786M
297 positions
#20MONTAG A & ASSOCIATES INCPassive
Slight overlap · 3 shared positions
$HUM$ABT$MS
$2.2B
940 positions
#21Joel Isaacson & Co., LLCActive
Slight overlap · 3 shared positions
$HUM$FTAI$MS
$3.0B
455 positions
#22Assenagon Asset Management S.A.Active
Slight overlap · 3 shared positions
$NU$ABT$ADBE
$65.9B
1,095 positions
#23Brio Consultants, LLCActive
Slight overlap · 3 shared positions
$HUM$MS$NU
$818M
152 positions
#24Tennessee Valley Asset Management PartnersActive
Slight overlap · 3 shared positions
$HUM$MS$ABT
$757M
191 positions
#25TWO SIGMA INVESTMENTS, LPPassive
Slight overlap · 3 shared positions
$ADBE$ABT$MS
$123.9B
4,546 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.