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 INTEGRITY ALLIANCE,

13F Portfolio OverlapQ1 2026INTEGRITY ALLIANCE, portfolio →

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Most similar hedge funds by 13F overlap

INTEGRITY ALLIANCE, LLC. is an institutional investor managing $2.6B across 756 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 INTEGRITY ALLIANCE, are Amplius Wealth Advisors,, SENTINEL WEALTH ,, Optivise Advisory Services, with shared positions in $WT, $DIA, $MDLZ, $HUM, $SE, $NEE. The full ranking of 25 similar funds is below.

#1Amplius Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$WT $DIA $MDLZ $HUM

$1.2B

175 positions

#2SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$WT $DIA $SE $NEE $OKE

$125M

39 positions

#3Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$WT $DIA $MDLZ

$165M

183 positions

#4ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $MDLZ $SE $GMM $NEE

$278M

103 positions

#5GreatBanc Trust COActive

Some overlap · 4 shared positions

$WT $DIA $HUM $MDLZ

$143M

67 positions

#6Summit Asset Management, LLCActive

Some overlap · 4 shared positions

$WT $DIA $DE $NEE

$719M

172 positions

#7ROBINSON SMITH WEALTH ADVISORS LLCActive

Some overlap · 4 shared positions

$WT $MDLZ $HUM $NEE

$148M

84 positions

#8Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $MDLZ $HUM $OKE

$930M

373 positions

#9Melone Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $DIA $GMM

$245M

60 positions

#10TCP Asset Management, LLCActive

Some overlap · 3 shared positions

$WT $DIA $GMM

$778M

133 positions

#11Sage Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $DIA $HUM $OKE

$213M

163 positions

#12Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 3 shared positions

$WT $DIA $NEE

$1.5B

55 positions

#13UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $MDLZ $HUM $DIA

$502M

293 positions

#14Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $SE $DE $HUM

$90M

65 positions

#15Elmwood Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $SE $DIA $HUM

$362M

178 positions

#16truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $DIA $HUM $DE

$97M

49 positions

#17Osbon Capital Management LLCPassive

Some overlap · 3 shared positions

$WT $DIA $HUM

$123M

493 positions

#18WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $SE $HUM $GMM

$508M

107 positions

#19Oxinas Partners Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $SE $DIA $DRI

$219M

145 positions

#20Wealthcare Advisory Partners LLCPassive

Some overlap · 4 shared positions

$WT $SE $HUM $OKE

$5.1B

1,073 positions

#21THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$WT $SE $GMM $MDLZ

$285M

94 positions

#221 NORTH WEALTH SERVICES LLCPassive

Some overlap · 3 shared positions

$WT $DIA $OKE

$277M

270 positions

#23AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$WT $SE $GMM $MDLZ

$206M

97 positions

#24Barnes Wealth Management Group, IncPassive

Some overlap · 4 shared positions

$WT $SE $HUM $OKE

$197M

184 positions

#25Cascade Financial Partners, LLCActive

Some overlap · 4 shared positions

$WT $SE $HUM $GMM

$970M

263 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.