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Hedge Funds Similar to LongView Wealth

13F Portfolio OverlapQ3 2026LongView Wealth portfolio →
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Most similar hedge funds by 13F overlap

LongView Wealth Management is an institutional investor managing $415M across 229 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LongView Wealth are Approach Retirement Advisors, Copia Wealth, St. Louis, with shared positions in $AFL, $DOV, $SO, $DUK, $UPS, $GPC. The full ranking of 25 similar funds is below.

#1Approach Retirement Advisors, LLCActive
Notable overlap · 4 shared positions
$AFL$DOV$SO$DUK
$135M
80 positions
#2Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$UPS$SO$DUK
$166M
570 positions
#3St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$SO$DUK
$875M
125 positions
#4ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$AFL$SO$UPS$GPC
$391M
76 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$SO$DUK$NSC
$1.2B
127 positions
#6SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$DOV$AFL$DLR
$217M
287 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AFL$SO$DUK$MCD
$203M
58 positions
#8Capital Square, LLCPassive
Some overlap · 6 shared positions
$SO$UPS$WELL$DUK$NSC$ET
$227M
252 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$SO$UPS$GPC$DUK$MCD
$2.2B
70 positions
#10Liberty Capital Management, Inc.Passive
Some overlap · 6 shared positions
$AFL$CHD$WELL$PKG$FAST$MCD
$582M
184 positions
#11Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$DUK$SO$MCD
$212M
171 positions
#12PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$NSC$AXP$MCD
$216M
110 positions
#13Whipplewood Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$WELL$MCD$ET
$148M
200 positions
#14HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DOV$NSC$AXP$MCD
$209M
83 positions
#15Sollinda Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$DUK$NSC$UPS
$468M
80 positions
#16Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$AXP$WELL
$225M
114 positions
#17Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$AFL$MCD
$277M
87 positions
#18Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$SO$AXP
$1.1B
109 positions
#19Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$SO$DUK
$344M
87 positions
#20Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$MCD
$313M
66 positions
#21Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$AXP$MCD
$3.7B
316 positions
#22Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$AXP$MCD
$580M
134 positions
#23Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GPC$SO$MCD
$496M
210 positions
#24SIMON QUICK ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$DLR$ET
$2.6B
455 positions
#25Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$RIO$MCD
$406M
308 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.