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Hedge Funds Similar to Westview dba Westview Investment Advisors

13F Portfolio OverlapQ1 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 $192M across 70 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 Westview dba Westview Investment Advisors are HALL, Hilton ,, Richmond Investment Services,, with shared positions in $USB, $JHG, $SHW, $TJX, $SCHW, $AZN. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$USB$JHG$SHW$TJX$SCHW
$280M
107 positions
#2Hilton Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$JHG$AZN$TJX
$1.3B
129 positions
#3Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$USB$JHG$SHW
$619M
255 positions
#4WS MANAGEMENT LLLPActive
Notable overlap · 4 shared positions
$USB$TJX$INTU$SN
$1.1B
56 positions
#5Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$AZN$SCHW
$284M
91 positions
#6VIAWEALTH, LLCPassive
Notable overlap · 4 shared positions
$JHG$USB$SCHW$PANW
$180M
159 positions
#7BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$USB$JHG$SCHW$SHW
$129M
217 positions
#8PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$AZN$SHW
$17.1B
680 positions
#9SIG BROKERAGE, LPPassive
Notable overlap · 6 shared positions
$PHYS$SCHW$VRTX$AMD$SHW$GLW
$3.8B
769 positions
#10WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$SCHW$GLW
$508M
107 positions
#11Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$TJX$PANW
$552M
93 positions
#12Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$PHYS$TJX
$713M
120 positions
#13Latigo Investments, LLCActive
Notable overlap · 3 shared positions
$USB$PHYS$SCHW
$201M
14 positions
#14Harbour Wealth Management Group, Inc.Passive
Notable overlap · 5 shared positions
$JHG$PHYS$SHW$TJX$AMD
$133M
89 positions
#15CHANNEL WEALTH LLCPassive
Notable overlap · 5 shared positions
$JHG$INTU$AZN$MELI$VRTX
$413M
174 positions
#16OneAscent Wealth Management LLCActive
Notable overlap · 3 shared positions
$JHG$USB$SHW
$302M
157 positions
#17Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$SHW$SCHW
$201M
426 positions
#18Cordant, Inc.Active
Notable overlap · 3 shared positions
$USB$SCHW$AMD
$246M
75 positions
#19Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$TJX$SNPS
$451M
146 positions
#20REIK & CO., LLCActive
Notable overlap · 3 shared positions
$USB$GLW$SHEL
$363M
56 positions
#21Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$USB$AMD$SCHW
$765M
145 positions
#22LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$JHG$TJX$VRTX$AMD
$174M
65 positions
#23Cox Capital Mgt LLCPassive
Notable overlap · 4 shared positions
$JHG$AZN$CRH$AMD
$151M
73 positions
#24WD RUTHERFORD LLCPassive
Notable overlap · 5 shared positions
$CASY$TJX$PANW$AMD$USB
$225M
71 positions
#25BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 3 shared positions
$USB$PANW$GLW
$689M
87 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.