How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Longview Financial Advisors

13F Portfolio OverlapQ1 2026Longview Financial Advisors portfolio →

Institutional-grade research for retail investors

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 Q1 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 Williams Financial,, JBGlobal.com, Strategic Financial Services,, with shared positions in $SNOW, $USB, $WT, $COP, $NKE, $LRCX. The full ranking of 25 similar funds is below.

#1Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $USB $WT

$172M

25 positions

#2JBGlobal.com LLCActive

Substantial overlap · 3 shared positions

$COP $USB $WT

$102M

27 positions

#3Strategic Financial Services, Inc.Smart money

Substantial overlap · 4 shared positions

$COP $USB $NKE $LRCX

$2.1B

152 positions

#4DecisionPoint Financial, LLCActive

Substantial overlap · 5 shared positions

$USB $COP $SCHW $PH $NKE

$464M

679 positions

#5SpringVest Wealth Management LLCActive

Substantial overlap · 3 shared positions

$USB $COP $WT

$146M

67 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 6 shared positions

$SNOW $NKE $SCHW $WT $LRCX $SE

$931M

518 positions

#7True Link Financial Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $NKE $WT $USB $MS

$1.6B

418 positions

#8Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $COP $AFRM

$150M

55 positions

#9Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $SCHW $PLTR

$135M

594 positions

#10Foundation Wealth Management, LLC\PAActive

Substantial overlap · 6 shared positions

$USB $COP $SNOW $NKE $SCHW $SE

$284M

91 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 4 shared positions

$USB $COP $MS $SCHW

$363M

102 positions

#12Davidson Capital Management Inc.Active

Substantial overlap · 3 shared positions

$USB $COP $MS

$552M

93 positions

#13BetterWealth, LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $USB $WFC $LRCX

$510M

85 positions

#14Frankly Finances, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $WT $SCHW

$110M

64 positions

#15Family Investment Center, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $WT

$520M

91 positions

#16BCM ADVISORS, LLCActive

Substantial overlap · 4 shared positions

$SNOW $WT $COP $PH

$507M

78 positions

#17Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $MDY

$325M

57 positions

#18FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$COP $WT $SCHW

$264M

25 positions

#19KEYVANTAGE WEALTH, LLCActive

Substantial overlap · 5 shared positions

$USB $COP $SCHW $LRCX $SOLV

$227M

92 positions

#20Shotwell Rutter Baer IncActive

Substantial overlap · 3 shared positions

$USB $COP $NKE

$170M

38 positions

#21Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $WT $NKE $SCHW $AFRM

$335M

104 positions

#22Scott Capital Advisors, LLCActive

Substantial overlap · 6 shared positions

$SNOW $COP $MS $USB $WFC $NKE

$493M

58 positions

#23Rosenberg Matthew HamiltonActive

Substantial overlap · 3 shared positions

$USB $SNOW $COP

$488M

799 positions

#24Sagace Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$USB $SNOW $COP $PH

$149M

70 positions

#25MilWealth Group LLCSmart money

Substantial overlap · 5 shared positions

$USB $AFRM $MDY $COP $PLTR

$420M

81 positions

Compare Longview Financial Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Longview Financial Advisors’s holdings

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.