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Hedge Funds Similar to Idaho

13F Portfolio OverlapQ1 2026Idaho portfolio →
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Most similar hedge funds by 13F overlap

Idaho Trust Co is an institutional investor managing $308M across 97 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 Idaho are Hillcrest Wealth Advisors - NY,, OSBORNE PARTNERS ,, FC Advisory, with shared positions in $MKL, $CTVA, $SNOW, $MAR, $USB, $SCHW. The full ranking of 25 similar funds is below.

#1Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 7 shared positions
$MKL$CTVA$SNOW$MAR$USB$SCHW
$247M
51 positions
#2OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 7 shared positions
$MKL$SCHW$DJP$BABA$RELX$TMO
$1.9B
197 positions
#3FC Advisory LLCActive
Notable overlap · 5 shared positions
$MKL$SCHW$SNOW$USB$GMM
$342M
115 positions
#4Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$SCHW$SNOW$SE
$1.4B
58 positions
#5Archvest Wealth Advisors, Inc.Active
Notable overlap · 5 shared positions
$MKL$SCHW$CTVA$USB$SNOW
$155M
74 positions
#6Poehling Capital Management, INC.Passive
Notable overlap · 4 shared positions
$MKL$SCHW$BABA$HSY
$475M
153 positions
#7Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$SNOW$SCHW
$161M
47 positions
#8Red Mountain Financial, LLCPassive
Notable overlap · 6 shared positions
$MKL$SNOW$CTVA$MAR$SCHW$MCD
$106M
79 positions
#9Kelsey Financial, LLCActive
Notable overlap · 3 shared positions
$MKL$CTVA$SNOW
$114M
63 positions
#10Cassaday & Co Wealth Management LLCActive
Notable overlap · 8 shared positions
$CTVA$SNOW$DJP$MAR$SE$GMM
$4.7B
1,361 positions
#11Foundation Wealth Management, LLC\PAActive
Notable overlap · 8 shared positions
$MKL$CTVA$SCHW$SNOW$USB$SE
$284M
91 positions
#12Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$MKL$SCHW$SNOW
$110M
64 positions
#13Williams Financial, LLCSmart money
Some overlap · 3 shared positions
$MKL$SNOW$USB
$172M
25 positions
#14Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MKL$MAR$SCHW$JHG
$252M
96 positions
#15INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$HSY
$98M
31 positions
#16PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MKL$SCHW$USB$MAR
$1.6B
236 positions
#17Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$MAR$SCHW$MCD
$528M
135 positions
#18LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$MKL$MAR$SE$SCHW
$182M
136 positions
#19Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$SCHW$USB
$480M
160 positions
#20Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$MKL$SNOW$USB
$154M
75 positions
#21Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$MKL$SCHW$GMM
$255M
49 positions
#22DEFINE FINANCIAL, LLCSmart money
Some overlap · 3 shared positions
$MKL$SCHW$MAR
$184M
41 positions
#23SAGE FINANCIAL GROUP INCSmart money
Some overlap · 6 shared positions
$MKL$SCHW$USB$CTVA$SNOW$HSY
$1.5B
107 positions
#24SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$TMO
$103M
37 positions
#25BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$CTVA$SCHW$USB$SE$RELX$JHG
$129M
217 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.