13F Pro

Hedge Funds Similar to LongView Wealth

13F Portfolio OverlapQ2 2026LongView Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LongView Wealth Management is an institutional investor managing $390M across 227 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 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
$138M
82 positions
#2Copia Wealth Management
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 DAK
Some overlap · 3 shared positions
$DOV$AFL$DLR
$207M
119 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AFL$SO$DUK$MCD
$201M
57 positions
#8Capital Square, LLCPassive
Some overlap · 6 shared positions
$SO$UPS$WELL$DUK$NSC$ET
$228M
241 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$SO$UPS$GPC$DUK$MCD
$2.7B
54 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
$149M
636 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
106 positions
#19Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$SO$DUK
$342M
91 positions
#20Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$MCD
$300M
68 positions
#21Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$AXP$MCD
$3.8B
318 positions
#22Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$AXP$MCD
$568M
133 positions
#23Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GPC$SO$MCD
$495M
200 positions
#24SIMON QUICK ADVISORS, LLCActive
Some overlap · 3 shared positions
$DOV$DLR$ET
$2.5B
421 positions
#25Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$RIO$MCD
$406M
308 positions

Compare LongView Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LongView Wealth’s holdings

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.