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Hedge Funds Similar to bLong Financial

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

bLong Financial, LLC is an institutional investor managing $154M across 80 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 bLong Financial are VALLEY WEALTH MANAGERS, VIKING FUND, Garner Asset, with shared positions in $DELL, $MS, $GLW, $AMGN, $VZ, $CRM. The full ranking of 25 similar funds is below.

#1VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 6 shared positions
$DELL$MS$GLW$AMGN$VZ$CRM
$1.7B
345 positions
#2VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DELL$MS$GLW$VZ$BMY$MO
$1.1B
146 positions
#3Garner Asset Management CorpPassive
Some overlap · 4 shared positions
$DELL$MS$GLW$VZ
$308M
169 positions
#4Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$DELL$MS$GLW$VRT
$262M
58 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$DELL$MS$GLW$VRT
$1.1B
115 positions
#6Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$GLW$VZ$VRT$MO
$238M
149 positions
#7Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$GLW$AMGN$ABT$MCD
$845M
182 positions
#8DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$MS$VZ$MCD$BA
$253M
38 positions
#9ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$DELL$MS$VZ$MCD$BA
$1.1B
111 positions
#10Occidental Asset Management, LLCPassive
Some overlap · 4 shared positions
$DELL$MS$AMGN$CRM
$1.0B
328 positions
#11LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$DELL$MS$GLW$MCD
$476M
102 positions
#12Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$AMGN$BMY$ED$MO
$609M
182 positions
#13Titan Investment Management LLCActive
Some overlap · 4 shared positions
$DELL$MS$BMY$VRT
$135M
38 positions
#14AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DELL$MS$VZ$MO
$197M
140 positions
#15Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$GLW$AMGN$MCD
$399M
113 positions
#16Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$VZ$BMY
$347M
138 positions
#17CONNING INC.Passive
Some overlap · 6 shared positions
$MS$GLW$AMGN$BMY$ABT$MCD
$3.3B
327 positions
#18Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$MS$AMGN
$187M
50 positions
#19Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$DELL$AMGN$VZ$CRM
$108M
90 positions
#20PeakShares LLCActive
Some overlap · 6 shared positions
$DELL$GLW$VZ$MO$WELL$MCD
$134.4B
122 positions
#21Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$AMGN$VZ$MO
$1.5B
138 positions
#22J.P. Marvel Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$GLW$DELL$BMY$ABT
$871M
64 positions
#23LSV ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$DELL$VZ$BMY$CRM$MO
$55.1B
889 positions
#24Nicholas Wealth, LLC.Passive
Some overlap · 3 shared positions
$DELL$MS$AMGN
$182M
127 positions
#25P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$MS$AMGN$VZ$BMY$ABT$MO
$133M
66 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.