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Hedge Funds Similar to Castleview Partners

13F Portfolio OverlapQ2 2026Castleview Partners portfolio →
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Most similar hedge funds by 13F overlap

Castleview Partners, LLC is an institutional investor managing $228M across 223 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 Castleview Partners are R.H. Investment Group, Beacon Harbor Wealth Advisors, Integras Partners, with shared positions in $COP, $AMGN, $PM, $BMY, $GILD, $ELV. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$COP$AMGN$PM
$133M
47 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BMY$AMGN$PM
$513M
70 positions
#3Integras Partners LLCPassive
Some overlap · 3 shared positions
$BMY$AMGN$GILD
$181M
100 positions
#4SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$BMY$AMGN$ELV
$461M
40 positions
#5MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$COP$OUNZ$BMY$GILD
$112M
100 positions
#6EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$BMY$ELV
$124M
70 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$AMGN$SYK$ELV
$1.0B
765 positions
#8Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$AZO
$268M
168 positions
#9Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$AMGN$SYK$KKR$PGR
$222M
99 positions
#10DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$AMGN$SYK$ELV
$124M
100 positions
#11McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$COP$IAUX$CEF
$134M
48 positions
#12Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AMGN$BMY$PM
$255M
278 positions
#13Bellevue Group AGActive
Some overlap · 3 shared positions
$AMGN$SYK$GILD
$4.8B
148 positions
#14Hofer & Associates. IncActive
Some overlap · 4 shared positions
$AMGN$ELV$GILD$PGR
$207M
70 positions
#15PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$COP$AMGN$ELV
$1.2B
103 positions
#16Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$COP$BMY$AZO
$182M
107 positions
#17SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$COP$AMGN$ELV
$1.3B
97 positions
#18FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$BMY$GILD
$860M
56 positions
#19Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$AMGN$SYK$MAIN
$181M
50 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$BMY$COP$AMGN$GILD
$1.3B
58 positions
#21HENDLEY & CO INCActive
Some overlap · 4 shared positions
$COP$SYK$PM$AZO
$283M
47 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$AMGN$PM$AZO$PGR
$754M
41 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$BMY$GILD$AMCR
$274M
58 positions
#24Adams Wealth ManagementActive
Some overlap · 5 shared positions
$COP$GILD$BMY$PGR$PM
$522M
147 positions
#25Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$BMY$PM$AMGN
$388M
39 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.