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Hedge Funds Similar to Westview dba Westview Investment Advisors

13F Portfolio OverlapQ2 2026Westview dba Westview Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Westview Management dba Westview Investment Advisors is an institutional investor managing $204M across 67 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 Westview dba Westview Investment Advisors are Cornerstone, FIGURE 8 INVESTMENT STRATEGIES, Tufton, with shared positions in $GLW, $SSD, $SCHW, $TJX, $AZN, $UPS. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$SSD$SCHW
$1.1B
120 positions
#2FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 4 shared positions
$GLW$TJX$SCHW$AZN
$118M
56 positions
#3Tufton Capital ManagementPassive
Notable overlap · 3 shared positions
$GLW$TJX$UPS
$596M
127 positions
#4XN LPActive
Notable overlap · 3 shared positions
$GLW$CRH$SHW
$3.8B
27 positions
#5Robbins FarleyPassive
Notable overlap · 4 shared positions
$TJX$CASY$AZN$SHW
$260M
157 positions
#6Raub Brock Capital Management LPActive
Notable overlap · 3 shared positions
$CASY$TJX$SHW
$363M
45 positions
#7Provident Investment Management, Inc.Active
Notable overlap · 3 shared positions
$GLW$VRTX$SCHW
$1.0B
89 positions
#8BARLOW WEALTH PARTNERS, INC.Active
Notable overlap · 4 shared positions
$TJX$SCHW$CEG$VRTX
$926M
149 positions
#9JLB & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$CASY$TJX$SHW
$748M
68 positions
#10CapWealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLW$CEG$UPS
$1.5B
118 positions
#11Arkfeld Wealth Strategies, L.L.C.Active
Notable overlap · 4 shared positions
$CASY$TJX$UPS$OKE
$334M
119 positions
#12J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$GLW$SHW$VRTX
$871M
64 positions
#13BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$SCHW$VRTX
$4.1B
151 positions
#14Main Street Research LLCActive
Some overlap · 3 shared positions
$GLW$AZN$SCHW
$2.1B
140 positions
#15HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$GLW$SCHW$TJX$VRTX$CEG
$217M
352 positions
#16AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$GLW$SCHW$TJX$SNPS
$1.7B
99 positions
#17AlphaCentric Advisors LLCPassive
Some overlap · 4 shared positions
$VRTX$AZN$ARGX$NBIX
$118M
259 positions
#18Elefante Mark BActive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$232M
60 positions
#19Mainstream Capital Management LLCActive
Some overlap · 4 shared positions
$GLW$TJX$SCHW$CEG
$166M
90 positions
#20Delaney Dennis RActive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$314M
61 positions
#21Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$1.4B
135 positions
#22Dempze Nancy EPassive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$209M
91 positions
#23PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$388M
66 positions
#24LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$TJX$CEG$ARES$OKE
$248M
91 positions
#25SOMERVILLE KURT FActive
Some overlap · 3 shared positions
$TJX$VRTX$SCHW
$419M
97 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.