How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Third View Private Wealth

13F Portfolio OverlapQ2 2026Third View Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Third View Private Wealth, LLC is an institutional investor managing $814M across 291 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 Third View Private Wealth are LOOMIS SAYLES & L P, JOURNEY RETIREMENT PLANNING & INVESTMENT, ONE WEALTH, with shared positions in $BA, $MNST, $VRTX, $SHOP, $DIS, $REGN. The full ranking of 25 similar funds is below.

#1LOOMIS SAYLES & CO L PActive

Notable overlap · 8 shared positions

$BA $MNST $VRTX $SHOP $DIS $REGN

$79.8B

707 positions

#2JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$BA $MNST $VRTX $SHOP $DIS $APD

$140M

170 positions

#3ONE WEALTH CAPITAL MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$BA $MNST $VRTX $SHOP $DIS $ADSK

$267M

123 positions

#4FOUNDERS FINANCIAL SECURITIES LLCPassive

Some overlap · 10 shared positions

$WMB $TXN $UL $APD $MRSH $APO

$2.0B

555 positions

#5Clearbridge Investments, LLCPassive

Some overlap · 9 shared positions

$WMB $VRTX $TXN $MRSH $UNP $APD

$120.9B

699 positions

#6Gibbs Wealth Management

Some overlap · 8 shared positions

$ADI $BA $SHOP $VRTX $DIS $MNST

$955M

512 positions

#7Cravens & Co Advisors, LLCActive

Some overlap · 7 shared positions

$BA $VRTX $DIS $BX $SHOP $UNP

$147M

61 positions

#8MARKEL GROUP INC.Active

Some overlap · 7 shared positions

$ADI $DIS $APO $MRSH $TXN $BX

$13.1B

130 positions

#9BAKER TILLY WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$BA $WMB $MNST $VRTX $DIS $VMC

$510M

287 positions

#10GRANDFIELD & DODD, LLCActive

Some overlap · 7 shared positions

$ADI $DIS $APD $REGN $ADSK $UL

$1.9B

217 positions

#11GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 6 shared positions

$BA $WMB $DIS $BDX $SBUX $OTIS

$372M

82 positions

#12Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$BA $DIS $MRSH $TXN $REGN $BDX

$160M

124 positions

#13HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 6 shared positions

$ADI $BA $APD $MNST $TXN $UNP

$465M

139 positions

#14R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$BA $ADI $WMB $LIN

$188M

39 positions

#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$ADI $WMB $VMC $TXN $SBUX

$1.3B

99 positions

#16Pinnacle West Asset Management, Inc.Passive

Some overlap · 6 shared positions

$WMB $DIS $BA $TXN $BX $UNP

$145M

104 positions

#17Sepio Capital, LPActive

Some overlap · 6 shared positions

$BA $MNST $SHOP $TXN $VRTX $SBUX

$2.5B

304 positions

#18BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$BA $VRTX $TXN $BX $UNP

$4.1B

151 positions

#19Phraction Management LLCActive

Some overlap · 5 shared positions

$ADI $WMB $TXN $LIN $BDX

$545M

67 positions

#20Pointe Capital Management LLCPassive

Some overlap · 6 shared positions

$ADI $WMB $BA $TXN $UNP $LIN

$223M

157 positions

#21Legal Advantage Investments, Inc.Active

Some overlap · 4 shared positions

$BA $SHOP $ADI $DIS

$468M

83 positions

#22Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$BA $WMB $DIS $SBUX

$320M

72 positions

#23Kimelman & Baird, LLCActive

Some overlap · 5 shared positions

$BA $BX $REGN $UNP $LIN

$1.3B

261 positions

#24Winthrop Partners - WNY, LLCPassive

Some overlap · 5 shared positions

$ADI $APO $APD $BX $UNP

$202M

87 positions

#25Wilkinson Global Asset Management LLCActive

Some overlap · 5 shared positions

$ADI $DIS $TXN $UNP $LIN

$1.3B

62 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.