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Hedge Funds Similar to MACROVIEW INVESTMENT

13F Portfolio OverlapQ3 2026MACROVIEW INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

MACROVIEW INVESTMENT MANAGEMENT LLC is an institutional investor managing $167M across 106 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 MACROVIEW INVESTMENT are 3EDGE Asset, Harbour Wealth Group, Entruity Wealth, with shared positions in $PHYS, $GLDM, $DOV, $IAU, $CRWD, $MS. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive
Notable overlap · 4 shared positions
$PHYS$GLDM$DOV$IAU
$2.2B
94 positions
#2Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$PHYS$IAU$CRWD
$148M
89 positions
#3Entruity Wealth, LLCActive
Notable overlap · 4 shared positions
$PHYS$GLDM$MS$UNP
$155M
54 positions
#4Basepoint Wealth LLCPassive
Notable overlap · 4 shared positions
$PHYS$BNY$AXP$MCK
$175M
632 positions
#5Evanson Financial, LLCActive
Notable overlap · 4 shared positions
$PHYS$DOV$AXP$CRWD
$2.0B
316 positions
#6Evanson Asset Management, LLC
Notable overlap · 3 shared positions
$PHYS$DOV$AXP
$1.9B
321 positions
#7REBALANCE, LLCSmart money
Notable overlap · 5 shared positions
$PHYS$IAU$AXP$DOV$CRWD
$1.9B
100 positions
#8Heritage Wealth AdvisorsActive
Notable overlap · 4 shared positions
$PHYS$DOV$UNP$GLDM
$2.9B
703 positions
#9Intesa Sanpaolo Wealth ManagementPassive
Notable overlap · 5 shared positions
$PHYS$AXP$GLDM$BNY$CRWD
$500M
309 positions
#10Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$PHYS$IAU$AXP
$67M
39 positions
#11NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$GLDM$IAU$DOV$AXP
$283M
75 positions
#12CENTRAL TRUST CoPassive
Some overlap · 3 shared positions
$PHYS$IAU$UNP
$5.5B
1,568 positions
#13Hobbs Group Advisors, LLCActive
Some overlap · 6 shared positions
$GLDM$COKE$AXP$IAU$MS$CRWD
$380M
164 positions
#14MYECFO, LLCSmart money
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$266M
72 positions
#15Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$305M
230 positions
#16Plum Street Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$BNY$MCK
$313M
107 positions
#17SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$AXP
$298M
135 positions
#18Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$UNP
$412M
181 positions
#19Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$DOV$LMT
$93M
72 positions
#20Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$CRWD
$378M
224 positions
#21Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$BNY$UNP
$157M
1,037 positions
#22Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$LMT$MCK
$211M
77 positions
#23Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$166M
570 positions
#24CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$GLDM$LMT$DOV$BAH
$184M
143 positions
#25Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$983M
149 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.