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Hedge Funds Similar to Broadview Financial

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

Broadview Financial Management, LLC is an institutional investor managing $164M across 43 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 Broadview Financial are Atlantic Edge Private Wealth, Pacific Center for Financial Services, with shared positions in $MDY, $STT, $AEP. The full ranking of 2 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MDY$STT$AEP
$489M
619 positions
#2Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$STT$AEP
$448M
500 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.