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Hedge Funds Similar to Financial Perspectives

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

Financial Perspectives, Inc is an institutional investor managing $411M across 728 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 Financial Perspectives are SECTOR GAMMA AS, Saratoga Research & Investment, Keystone Financial Planning, with shared positions in $MDT, $BSX, $AMGN, $ABT, $ASML, $USB. The full ranking of 25 similar funds is below.

#1SECTOR GAMMA ASActive
Notable overlap · 4 shared positions
$MDT$BSX$AMGN$ABT
$461M
40 positions
#2Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$MDT$ASML$AMGN
$1.8B
46 positions
#3Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$MDT$USB$AMGN
$388M
39 positions
#4Nepsis Inc.Active
Some overlap · 4 shared positions
$MDT$SHOP$AMGN$UBER
$295M
28 positions
#5SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MDT$MMM$AMGN$USB
$606M
79 positions
#6Ted Buchan & CoActive
Some overlap · 5 shared positions
$ASML$MELI$SHOP$CNQ$UBER
$306M
95 positions
#7Ravenswood Partners LPActive
Some overlap · 5 shared positions
$ASML$MELI$SHOP$SE$NU
$313M
36 positions
#8SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ASML$MELI$SHOP$SE$NU
$26.9B
71 positions
#9Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$MDT$ASML$ABT$DOV
$474M
110 positions
#10Quantitative Investment Management, LLCPassive
Some overlap · 5 shared positions
$MELI$BSX$SHOP$GILD$UBER
$917M
346 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MDT$AMGN$USB$ABT
$1.2B
106 positions
#12Gavilan Investment Partners LLCActive
Some overlap · 4 shared positions
$ASML$MELI$SHOP$UBER
$411M
15 positions
#13FORA Capital, LLCPassive
Some overlap · 4 shared positions
$BSX$MELI$CNQ$UBER
$1.5B
345 positions
#14DC Investments Management, LLCActive
Some overlap · 5 shared positions
$ASML$MELI$SE$DOV$UBER
$293M
55 positions
#15BayBridge Capital Group, LLCActive
Some overlap · 3 shared positions
$MDT$ASML$MMM
$192M
96 positions
#16Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$MDT$ASML$AMGN
$272M
72 positions
#17Fisher Funds Management LTDActive
Some overlap · 4 shared positions
$MELI$ASML$BSX$UBER
$3.5B
174 positions
#18Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$MELI$SHOP$UBER
$323M
177 positions
#19Synergy Financial Group, LTDPassive
Some overlap · 4 shared positions
$MELI$SHOP$ASML$DOV
$139M
119 positions
#20Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$BSX$MELI$SHOP
$147M
35 positions
#21CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$MDT$ASML$USB$UBER
$2.3B
150 positions
#22CHANNEL WEALTH LLCPassive
Some overlap · 4 shared positions
$ASML$MELI$BSX$NU
$446M
188 positions
#23WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$MDT$SE$NU
$55.2B
266 positions
#24Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MDT$ASML$USB
$968M
178 positions
#25Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$ASML$BSX$CNQ$GILD
$156M
223 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.