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 Third View Private Wealth,

13F Portfolio OverlapQ1 2026Third View Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Third View Private Wealth, LLC is an institutional investor managing $730M across 267 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 Third View Private Wealth, are JOURNEY RETIREMENT PLANNING & INVESTMENT, LOOMIS SAYLES & L P, Clearbridge Investments,, with shared positions in $BA, $SHOP, $MNST, $VRTX, $DIS, $ADSK. The full ranking of 25 similar funds is below.

#1JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$BA $SHOP $MNST $VRTX $DIS $ADSK

$114M

133 positions

#2LOOMIS SAYLES & CO L PActive

Notable overlap · 8 shared positions

$BA $SHOP $MNST $VRTX $DIS $REGN

$74.3B

718 positions

#3Clearbridge Investments, LLCPassive

Some overlap · 9 shared positions

$WMB $VRTX $TXN $APD $MRSH $LIN

$114.9B

690 positions

#4R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$BA $ADI $WMB $KO $LIN

$172M

38 positions

#5GRANDFIELD & DODD, LLCPassive

Some overlap · 6 shared positions

$ADI $DIS $REGN $ADSK $APD $LIN

$1.8B

209 positions

#6BAKER TILLY WEALTH MANAGEMENT, LLCPassive

Some overlap · 10 shared positions

$BA $WMB $KO $DIS $TXN $VRTX

$411M

280 positions

#7Van Diest Capital, LLCPassive

Some overlap · 7 shared positions

$DIS $ADI $ADSK $APD $CRM $KO

$127M

190 positions

#8Legal Advantage Investments, Inc.Passive

Some overlap · 4 shared positions

$BA $ADI $SHOP $DIS

$194M

79 positions

#9MARKEL GROUP INC.Active

Some overlap · 6 shared positions

$ADI $DIS $APO $TXN $MRSH $LIN

$11.9B

129 positions

#10Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$BA $DIS $REGN $TXN $MRSH

$151M

135 positions

#11Kimelman & Baird, LLCActive

Some overlap · 5 shared positions

$BA $DIS $REGN $LIN $UNP

$1.2B

263 positions

#12CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$DIS $ADSK $TXN $MNST $CRM $KO

$140M

72 positions

#13CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$BA $DIS $KO $LIN $UNP

$184M

66 positions

#14Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$BA $WMB $DIS $KO

$308M

68 positions

#15Hillman Capital Management, Inc.Passive

Some overlap · 5 shared positions

$BA $DIS $CRM $BDX $CCZ

$144M

56 positions

#16GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 4 shared positions

$BA $WMB $DIS $BDX

$328M

83 positions

#17Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$WMB $TXN $KO $MRSH $LIN $UNP

$446M

104 positions

#18Phraction Management LLCActive

Some overlap · 5 shared positions

$ADI $WMB $TXN $LIN $BDX

$483M

65 positions

#19Blue Zone Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$WMB $BA $APD $CRM $LIN

$491M

130 positions

#20Victrix Investment AdvisorsPassive

Some overlap · 4 shared positions

$BA $DIS $REGN $TXN

$275M

107 positions

#21STF Management LP

Some overlap · 6 shared positions

$SHOP $TXN $ADI $VRTX $LIN $TMUS

$107M

101 positions

#22Mainsail Financial Group, LLCActive

Some overlap · 6 shared positions

$MNST $REGN $ADSK $CRM $KO $BA

$240M

62 positions

#23JENNISON ASSOCIATES LLCActive

Some overlap · 4 shared positions

$BA $SHOP $DIS $VRTX

$145.4B

562 positions

#24Wilkinson Global Asset Management LLCActive

Some overlap · 5 shared positions

$ADI $DIS $TXN $LIN $UNP

$1.3B

60 positions

#25Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 5 shared positions

$BA $DIS $REGN $KO $LIN

$495M

128 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.