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Hedge Funds Similar to IPG Investment Advisors

13F Portfolio OverlapQ2 2026IPG Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

IPG Investment Advisors LLC is an institutional investor managing $696M across 268 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IPG Investment Advisors are RIHO Partners, STRATEGIC PLANNING GROUP, Port, with shared positions in $PGR, $MUSA, $ORLY, $SGI, $HEI, $TPL. The full ranking of 25 similar funds is below.

#1RIHO Partners, LLC
Notable overlap · 7 shared positions
$PGR$MUSA$ORLY$SGI$HEI$TPL
$178M
14 positions
#2STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$PGR$HEI$ASML$MS
$918M
75 positions
#3Port Capital LLCActive
Some overlap · 3 shared positions
$PGR$ORLY$HEI
$2.5B
108 positions
#4NZS Capital, LLCActive
Some overlap · 4 shared positions
$PGR$HEI$KLAC$UBER
$3.9B
61 positions
#5WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$PGR$ORLY$UBER
$260M
93 positions
#6Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PGR$SGI$ORLY
$178M
125 positions
#7Vantage Investment Partners, LLC
Some overlap · 4 shared positions
$ORLY$HEI$ASML$UBER
$1.4B
64 positions
#8NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ORLY$PGR$UBER$MS
$82M
37 positions
#9Verde Capital ManagementActive
Some overlap · 3 shared positions
$PGR$ORLY$HEI
$541M
80 positions
#10KP Management LLCPassive
Some overlap · 5 shared positions
$HEI$ORLY$ASML$KLAC$COHR
$532M
86 positions
#11Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$HEI$PGR$ASML$KLAC$MS
$452M
134 positions
#12Boreal Capital Management LLCPassive
Some overlap · 4 shared positions
$PGR$MUSA$ASML$ORLY
$134M
507 positions
#13JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PGR$ORLY$KLAC
$748M
68 positions
#14Bensler, LLCPassive
Some overlap · 4 shared positions
$PGR$ASML$KLAC$UBER
$1.1B
198 positions
#15Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$HEI$ASML
$1.1B
57 positions
#16CIM, LLCPassive
Some overlap · 3 shared positions
$PGR$ASML$TPL
$773M
171 positions
#17Ted Buchan & CoActive
Some overlap · 3 shared positions
$PGR$ASML$UBER
$306M
95 positions
#18Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$ASML$KLAC
$542M
162 positions
#19TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$PGR$SGI$WHR
$2.7B
27 positions
#20Fortune Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ORLY$MUSA$KLAC$TPL
$234M
163 positions
#21Venturi Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PGR$HEI$KLAC$ASML
$2.6B
632 positions
#22Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$ORLY$ASML$UBER$TPL$MS
$5.9B
356 positions
#23VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$ORLY$SGI$KLAC
$255M
160 positions
#24Eos Management, L.P.Active
Some overlap · 3 shared positions
$ORLY$HEI$UBER
$252M
35 positions
#25SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$ORLY$HEI$TPL
$3.0B
138 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.