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Hedge Funds Similar to Kingsview Wealth

13F Portfolio OverlapQ2 2026Kingsview Wealth portfolio →
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Most similar hedge funds by 13F overlap

Kingsview Wealth Management, LLC is an institutional investor managing $8.3B across 1,432 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 Kingsview Wealth are Bayesian, Global X Japan , Ltd., SENTINEL LBA, with shared positions in $PLTR, $NKE, $ISRG, $MCD, $TXN, $ADI. The full ranking of 25 similar funds is below.

#1Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$PLTR$NKE$ISRG$MCD
$156M
223 positions
#2Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$PLTR$ISRG$TXN$ADI
$2.7B
390 positions
#3SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$PLTR$IAU$MCD$TXN
$1.1B
136 positions
#4Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLTR$NKE$IAU$PSLV
$508M
137 positions
#5Westwind CapitalPassive
Some overlap · 3 shared positions
$PLTR$ISRG$TXN
$422M
77 positions
#6Harvest Fund Management Co., LtdActive
Some overlap · 5 shared positions
$PLTR$ISRG$IAU$TXN$ADI
$3.0B
455 positions
#7CADINHA & CO LLCActive
Some overlap · 4 shared positions
$ISRG$IAU$MCD$PLTR
$675M
107 positions
#8NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PLTR$IAU$STT
$1.0B
317 positions
#9Cordatus Wealth Management LLCPassive
Some overlap · 4 shared positions
$PLTR$STT$MCD$ADI
$455M
168 positions
#10McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$ISRG$ADI
$1.1B
137 positions
#11Cable Car Capital, LPActive
Some overlap · 3 shared positions
$PLTR$NKE$PSLV
$4.7B
215 positions
#12Kure Advisory, LLCActive
Some overlap · 3 shared positions
$PLTR$IAU$STT
$211M
62 positions
#13Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$PLTR$IAU$MCD
$252M
108 positions
#14Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$ISRG$PLTR$IAU
$234M
105 positions
#15Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$IAU$MCD
$766M
194 positions
#16ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$PLTR$NKE$TXN
$12.6B
133 positions
#17Foguth Wealth Management, LLC.Active
Some overlap · 5 shared positions
$IAU$STT$MCD$TXN$PLTR
$879M
213 positions
#18WILLNER & HELLER, LLCPassive
Some overlap · 3 shared positions
$ISRG$PLTR$STT
$160M
165 positions
#19FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$IAU$STT$PLTR$PSLV
$2.4B
979 positions
#20OFI INVEST ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$PLTR$ISRG$TXN$ADI
$10.0B
365 positions
#21CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 3 shared positions
$ISRG$PLTR$MCD
$813M
328 positions
#22Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$MCD$ISRG
$278M
109 positions
#23ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$PSLV$PHYS
$216M
231 positions
#24LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$PLTR$MCD$PHYS
$138M
71 positions
#25Mosley Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$STT$PLTR$MCD
$314M
781 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.