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Hedge Funds Similar to Investment Partners Asset ,

13F Portfolio OverlapQ1 2026Investment Partners Asset , portfolio →
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Most similar hedge funds by 13F overlap

Investment Partners Asset Management, Inc. is an institutional investor managing $162M across 163 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 Asset , are Smith Thornton Advisors, Centurion Wealth, MORGAN DEMPSEY, with shared positions in $MS, $T, $REGN, $IBM, $VZ, $SO. The full ranking of 25 similar funds is below.

#1Smith Thornton Advisors LLCPassive
Notable overlap · 8 shared positions
$MS$T$REGN$IBM$VZ$SO
$199M
130 positions
#2Centurion Wealth Management LLCPassive
Notable overlap · 6 shared positions
$TMO$GSAT$SGOL$WT$MS$REGN
$444M
316 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$DUK$T$IBM$VZ$SO$KO
$220M
148 positions
#4FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$DUK$T$IBM$VZ$SO$KO
$1.5B
235 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$DUK$IBM$TMO$KO
$353M
78 positions
#6Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$GSAT$MS$REGN
$344M
79 positions
#7Persium Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$T$IBM$VZ$PANW
$127M
60 positions
#8Mendel Money ManagementPassive
Some overlap · 5 shared positions
$TMO$IBM$DUK$PANW$MS
$239M
137 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$DUK$IBM$TMO$KO
$272M
95 positions
#10Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$T$VZ$IBM$DUK$MS$SO
$277M
154 positions
#11Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$GSAT$IBM$REGN$DUK
$441M
105 positions
#12ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GSAT$DUK$SO$MU
$276M
106 positions
#13PeakShares LLCPassive
Some overlap · 7 shared positions
$VZ$DUK$REGN$TMO$IBM$PANW
$109M
116 positions
#14Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$MS$VZ$IBM$TMO$PANW$DUK
$340M
174 positions
#15Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MS$T$DUK$REGN$VZ
$202M
157 positions
#16American Alpha Advisors, LLCActive
Some overlap · 4 shared positions
$GSAT$REGN$WT$T
$188M
96 positions
#17Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$DUK$T$VZ$SO$KO$IBM
$202M
72 positions
#18ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$MS$IBM$VZ$SO
$639M
126 positions
#19Prota Financial, LLCActive
Some overlap · 4 shared positions
$TMO$MS$REGN$KO
$138M
67 positions
#20Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$GSAT$REGN$MS$TMO$SO
$200M
119 positions
#21Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$DUK$IBM$T$VZ$SO$KO
$193M
188 positions
#22POM Investment Strategies, LLCPassive
Some overlap · 5 shared positions
$DUK$IBM$VZ$T$SO
$80M
433 positions
#23HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MS$VZ$T$WT$SO
$293M
166 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$T$MS$SO$KO
$1.4B
56 positions
#25Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$T$VZ$IBM$PANW$MU$ARCC
$160M
124 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.