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Hedge Funds Similar to Institute for Wealth ,

13F Portfolio OverlapQ1 2026Institute for Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Institute for Wealth Management, LLC. is an institutional investor managing $938M across 542 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 Institute for Wealth , are WILLNER & HELLER,, Progressive Investment, McGuire Investment Group,, with shared positions in $LRCX, $WT, $AMAT, $AMD, $UNIT, $FTNT. The full ranking of 25 similar funds is below.

#1WILLNER & HELLER, LLCPassive
Some overlap · 7 shared positions
$LRCX$WT$AMAT$AMD$UNIT$FTNT
$134M
161 positions
#2Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$LRCX$AMAT$AMD$TXN$URI$AMGN
$379M
58 positions
#3McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$LRCX$WT$AMAT$AMD$AMGN
$885M
121 positions
#4Westerkirk Capital Inc.Active
Some overlap · 5 shared positions
$LRCX$AMAT$TXN$UPST$ADBE
$929M
208 positions
#5GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$TXN$AMGN
$6.0B
624 positions
#6STF Management LP
Some overlap · 6 shared positions
$LRCX$AMAT$AMD$TXN$ADBE$AMGN
$107M
101 positions
#7ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$LRCX$WT$MAR$SBUX$DIS
$84M
65 positions
#8NZS Capital, LLCActive
Some overlap · 4 shared positions
$LRCX$AXON$URI$TXN
$3.0B
58 positions
#9Bay Rivers GroupPassive
Some overlap · 5 shared positions
$LRCX$AMD$UNIT$AMGN$BA
$240M
109 positions
#10Goldenstone Wealth Management LLCActive
Some overlap · 4 shared positions
$LRCX$WT$AMAT$AMD
$137M
89 positions
#11Seek First Inc.Active
Some overlap · 4 shared positions
$LRCX$WT$AMAT$UNIT
$142M
58 positions
#12Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$TXN
$63M
24 positions
#13Stiles Financial Services IncPassive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$TXN
$327M
177 positions
#14Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$TXN
$122M
54 positions
#15Martin Capital Advisors, LLPActive
Some overlap · 4 shared positions
$LRCX$SBUX$TXN$AMAT
$158M
73 positions
#16National Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$LRCX$WT$MAR$AMAT$AMGN
$269M
215 positions
#17Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$AMGN$TXN
$1.9B
378 positions
#18Cypress Capital, LLCActive
Some overlap · 5 shared positions
$LRCX$SBUX$WT$UPST$AMGN
$351M
95 positions
#19Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$FTNT
$1.5B
64 positions
#20DARA CAPITAL US, INC.Passive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$ADBE
$105M
119 positions
#21PROFUND ADVISORS LLCPassive
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$TXN$AMGN
$2.7B
1,092 positions
#22Stanley-Laman Group, Ltd.Passive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$BA
$814M
294 positions
#23KKM Financial LLCPassive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$BA
$563M
168 positions
#24GUGGENHEIM CAPITAL LLCPassive
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$AMGN$ADBE
$12.9B
1,596 positions
#25NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$MAR$AMGN
$1.4B
441 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.