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Hedge Funds Similar to Longview Financial Advisors

13F Portfolio OverlapQ2 2026Longview Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Longview Financial Advisors LLC is an institutional investor managing $202M across 150 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 Longview Financial Advisors are BASSWOOD , L.L.C., FINANCIAL ADVISORY PARTNERS, Sculati Wealth, with shared positions in $MS, $WFC, $MDY, $SCHW, $BLK, $PH. The full ranking of 25 similar funds is below.

#1BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 5 shared positions
$MS$WFC$MDY$SCHW$BLK
$2.5B
111 positions
#2FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MS$SCHW$PH$UNP$SYK
$383M
74 positions
#3Sculati Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$SCHW$PH
$300M
123 positions
#4BAXTER BROS INCPassive
Some overlap · 5 shared positions
$MS$SCHW$WFC$SHW$UNP
$864M
172 positions
#5Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$MS$CRWD$TJX$BLK
$776M
493 positions
#6PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MDY$MS$CRWD$TJX$BLK
$2.8B
507 positions
#7Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$MS$WFC$CRWD
$248M
55 positions
#8Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$MS$WFC$PH$SCHW
$680M
199 positions
#9Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$MS$PH$TJX$BLK$UNP
$253M
63 positions
#10Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$SCHW$CRWD$TJX
$419M
140 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$WFC$MDY
$1.2B
106 positions
#12Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$PH$BLK$UNP
$114M
86 positions
#13FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$WFC$PH$SCHW$MS$TJX$SYK
$8.2B
442 positions
#14BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MS$PH$CRWD$WFC$TJX
$1.6B
207 positions
#15Evansbrook LLCActive
Some overlap · 6 shared positions
$MS$PH$CRWD$WFC$TJX$BLK
$168M
127 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MS$SCHW$WFC$UNP
$1.3B
58 positions
#17Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$TJX$BLK$SHW
$7.1B
433 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$MDY$TJX
$102M
68 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$MS$SCHW$UNP
$1.1B
168 positions
#20Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$MS$PHM$WFC
$1.4B
31 positions
#21STAR Financial BankActive
Some overlap · 4 shared positions
$MDY$WFC$MS$BLK
$245M
109 positions
#22Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$MS$PH$SCHW
$1.6B
119 positions
#23Baird Financial Group, Inc.Passive
Some overlap · 5 shared positions
$SCHW$PH$WFC$TJX$UNP
$72.7B
1,924 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$CRWD$TJX
$358M
74 positions
#25Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$SCHW$WFC$MS$UNP
$151M
58 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.