13F Pro

Hedge Funds Similar to INVESTMENT PARTNERS, LTD.

13F Portfolio OverlapQ1 2026INVESTMENT PARTNERS, LTD. portfolio →
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Most similar hedge funds by 13F overlap

INVESTMENT PARTNERS, LTD. is an institutional investor managing $281M across 152 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to INVESTMENT PARTNERS, LTD. are Red Mountain Financial,, Whitegate Investment Counselors,, Equity Wealth Partners,, with shared positions in $HUM, $CTVA, $SNOW, $MCD, $SCHW, $SLV. The full ranking of 25 similar funds is below.

#1Red Mountain Financial, LLCPassive
Some overlap · 6 shared positions
$HUM$CTVA$SNOW$MCD$SCHW$SLV
$106M
79 positions
#2Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$HUM$CTVA$SNOW$SCHW
$315M
68 positions
#3Equity Wealth Partners, LLCActive
Some overlap · 4 shared positions
$HUM$SLV$SNOW$ASML
$155M
76 positions
#4Noble Family Wealth, LLCActive
Some overlap · 5 shared positions
$HUM$CTVA$SNOW$MCD$MS
$484M
76 positions
#5ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$HUM$SLV$SNOW$SCHW
$753M
159 positions
#6Graetz Wealth LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$IBIT
$112M
80 positions
#7Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$CTVA
$619M
138 positions
#8Human Investing LLCSmart money
Some overlap · 7 shared positions
$HUM$SNOW$SCHW$SLV$MS$MCD
$687M
96 positions
#9Interactive Financial AdvisorsActive
Some overlap · 5 shared positions
$HUM$CTVA$AEP$SLV$MS
$153M
78 positions
#10Opus Financial Solutions LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$SLV
$106M
103 positions
#11Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$MS
$98M
119 positions
#12Stanich Group LLCSmart money
Some overlap · 4 shared positions
$HUM$SLV$MU$MS
$131M
47 positions
#13Asset Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$MCD
$199M
116 positions
#14Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$HUM$SNOW$SCHW$MCD$ADP
$190M
82 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$HUM$SNOW$SCHW$MCD
$420M
120 positions
#16SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$HUM$SLV$SNOW$MS
$1.4B
558 positions
#17CM WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$HUM$CTVA$ASML$MCD
$470M
146 positions
#18Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$HUM$CTVA$SNOW
$201M
109 positions
#19SkyOak Wealth, LLCPassive
Some overlap · 5 shared positions
$HUM$SNOW$MS$CTVA$IBIT
$546M
255 positions
#20Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$HUM$SNOW$CTVA
$289M
44 positions
#21Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$HUM$SLV$SCHW
$230M
21 positions
#22Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$HUM$SCHW$MCD$MS
$365M
111 positions
#23WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HUM$SLV$MCD
$284M
123 positions
#24Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$HUM$SLV$IBIT
$164M
104 positions
#25Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$HUM$MCD$MS$ADP
$356M
180 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.