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Hedge Funds Similar to Iron Gate Global Advisors

13F Portfolio OverlapQ1 2026Iron Gate Global Advisors portfolio →
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Most similar hedge funds by 13F overlap

Iron Gate Global Advisors LLC is an institutional investor managing $947M across 105 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 Iron Gate Global Advisors are MAINSAIL ASSET ,, FOSTER DYKEMA CABOT & PARTNERS,, Advantage,, with shared positions in $RELX, $KKR, $PLTR, $HSY, $ETN, $UNIT. The full ranking of 25 similar funds is below.

#1MAINSAIL ASSET MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$RELX$KKR$PLTR$HSY$ETN$UNIT
$223M
112 positions
#2FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 3 shared positions
$RELX$AXP$ETN
$1.6B
323 positions
#3Capital Advantage, Inc.Active
Some overlap · 4 shared positions
$RELX$KKR$ETN$UNIT
$765M
145 positions
#4Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$1.2B
174 positions
#5MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$RELX$APD$UNIT$EMR
$114M
77 positions
#6Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$APD$EMR
$245M
98 positions
#7Landing Point Financial Group, LLCActive
Some overlap · 3 shared positions
$RELX$ETN$SHW
$206M
93 positions
#8PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$RELX$AXP$ETN
$226M
70 positions
#9Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$AXP$PLTR$UBER
$239M
110 positions
#10CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AXP$UBER$KKR
$2.0B
76 positions
#11Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$PANW$PLTR
$588M
240 positions
#12Oakmont Advisory Group, LLCPassive
Some overlap · 3 shared positions
$RELX$KKR$UPST
$98M
119 positions
#13Bradley & Co. Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$PLTR$UNIT
$190M
215 positions
#14Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$UBER$PANW$AXP
$1.2B
95 positions
#15SEMITAM BONAM LLCActive
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$122M
44 positions
#16J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$RELX$KKR$SHW
$185M
83 positions
#17MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$RELX$AXP$UNIT
$136M
442 positions
#18LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$AXP$UBER$PANW$EMR
$677M
182 positions
#19Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$UBER$PLTR$KKR
$107M
57 positions
#20Juno Financial Group LLCActive
Some overlap · 4 shared positions
$KKR$UBER$PANW$ETN
$255M
70 positions
#21ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$UBER$PANW$PLTR
$482M
38 positions
#22Unison Asset Management LLCActive
Some overlap · 3 shared positions
$AXP$UBER$KKR
$219M
32 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$APD$HSY$ETN
$184M
32 positions
#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$AXP$PLTR$UBER
$1.3B
158 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APD$PLTR$AXP$ETN
$360M
106 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.