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Hedge Funds Similar to Viewpoint

13F Portfolio OverlapQ2 2026Viewpoint portfolio →
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Most similar hedge funds by 13F overlap

Viewpoint Capital Management LLC is an institutional investor managing $196M across 120 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 Viewpoint are CERTUITY, VIKING FUND, Hosking Partners LLP, with shared positions in $C, $MS, $BMY, $T, $PNC, $PEP. The full ranking of 25 similar funds is below.

#1CERTUITY, LLCActive
Notable overlap · 5 shared positions
$C$MS$BMY$T$PNC
$2.0B
674 positions
#2VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$PEP$MS$C$MO$BMY$T
$1.1B
146 positions
#3Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$AIG$MS$GLW
$3.0B
98 positions
#4Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$C$MS$GLW$T
$767M
72 positions
#5MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$C$MS$DE
$159M
28 positions
#6Provident Living Financial Services, Inc.Active
Some overlap · 3 shared positions
$C$SOFI$T
$101M
50 positions
#7Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$C$AIG$GLW
$409M
123 positions
#8KAHN BROTHERS GROUP INCSmart money
Some overlap · 4 shared positions
$C$BMY$PEP$PNC
$564M
48 positions
#9THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$C$T$SCHW
$10.5B
139 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$PEP$T$SBUX
$233M
122 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$MS$AIG$PEP$BMY$T$SCHW
$1.3B
58 positions
#12Delta Global Management LPPassive
Some overlap · 4 shared positions
$C$PEP$MS$PNC
$922M
149 positions
#13Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$C$T$PEP
$213M
71 positions
#14CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$C$PEP$DE
$200M
76 positions
#15Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$C$SCHW$DE
$679M
31 positions
#16Landmark Wealth Management, LLCActive
Some overlap · 5 shared positions
$C$BMY$T$GLW$EMR
$418M
151 positions
#17Insight Inv LLCPassive
Some overlap · 6 shared positions
$C$PEP$MS$GLW$PNC$EMR
$212M
109 positions
#18MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$C$BMY$CLX
$3.9B
80 positions
#19Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$MO$BMY$T$PEP
$882M
88 positions
#20ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$C$PEP$SBUX
$205M
60 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$PEP$MO$DE$PNC
$181M
81 positions
#22Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$MS$MO$T
$10.2B
208 positions
#23Westbourne Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$C$MS$SOFI$PEP$SCHW
$363M
120 positions
#24Blue Capital, Inc.Passive
Some overlap · 4 shared positions
$C$MO$BMY$DE
$158M
122 positions
#25AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PEP$C$AIG$MO$GLW
$745M
184 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.