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Hedge Funds Similar to Sound View Wealth Advisors Group

13F Portfolio OverlapQ2 2026Sound View Wealth Advisors Group portfolio →
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Most similar hedge funds by 13F overlap

Sound View Wealth Advisors Group, LLC is an institutional investor managing $1.6B across 440 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 Sound View Wealth Advisors Group are Verity Asset, EDMP, Trinity Legacy Partners, with shared positions in $AMGN, $BMY, $EPD, $PM, $TXN, $AFL. The full ranking of 25 similar funds is below.

#1Verity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$BMY$EPD$PM$TXN
$264M
223 positions
#2EDMP, INC.Passive
Some overlap · 4 shared positions
$BMY$AMGN$EPD$AFL
$124M
70 positions
#3Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$STX$AMGN$EPD$SO
$500M
110 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$BMY$AMGN$SO$TXN
$1.3B
58 positions
#5Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$BMY$EPD$PM$STX
$259M
118 positions
#6Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BMY$AMGN$PM$TXN
$255M
278 positions
#7Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$STX$AMGN$EPD$TXN
$145M
104 positions
#8Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$EPD$AMGN$PM$TXN$SO
$212M
171 positions
#9Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STX$AMGN$AFL$BMY
$326M
194 positions
#10Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$BMY$STX$AMGN
$229M
166 positions
#11Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$BMY$AMGN$FITB$TXN
$683M
277 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$AMGN$EPD$SO$PM
$397M
167 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$BMY$PM$FITB$TXN
$1.5B
184 positions
#14C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STX$EPD$PM$AMGN
$128M
95 positions
#15GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$AMGN$SO$PM$FITB
$2.2B
268 positions
#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$STX$AMGN$AFL$TXN
$272M
149 positions
#17Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$STX$SO$PM$TXN
$311M
341 positions
#18PENN DAVIS MCFARLAND INCActive
Some overlap · 4 shared positions
$BMY$EPD$AMGN$TXN
$1.1B
79 positions
#19Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$EPD$SO$PM$FITB
$119M
84 positions
#20Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$BMY$AMGN$EPD
$609M
182 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$AMGN$SO$PM$TXN
$529M
75 positions
#22Nepsis Inc.Active
Some overlap · 3 shared positions
$BMY$AMGN$SO
$295M
28 positions
#23Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$SO$AFL$TXN
$170M
111 positions
#24Bank OZKPassive
Some overlap · 4 shared positions
$AMGN$SO$AFL$TXN
$337M
159 positions
#25P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$BMY$AMGN$PM
$133M
66 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.