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Hedge Funds Similar to IPG Investment Advisors

13F Portfolio OverlapQ1 2026IPG Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

IPG Investment Advisors LLC is an institutional investor managing $582M across 242 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 IPG Investment Advisors are RIHO Partners,, STRATEGIC PLANNING GROUP,, Port, with shared positions in $MUSA, $PGR, $ORLY, $SGI, $HEI, $TPL. The full ranking of 25 similar funds is below.

#1RIHO Partners, LLCActive
Notable overlap · 7 shared positions
$MUSA$PGR$ORLY$SGI$HEI$TPL
$157M
14 positions
#2STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 4 shared positions
$PGR$HEI$ASML$MS
$715M
72 positions
#3Port Capital LLCActive
Some overlap · 3 shared positions
$PGR$ORLY$HEI
$2.2B
82 positions
#4ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MUSA$PGR$ORLY
$3.2B
158 positions
#5CIM, LLCPassive
Some overlap · 4 shared positions
$PGR$ASML$MU$TPL
$692M
168 positions
#6Vantage Investment Partners, LLCActive
Some overlap · 4 shared positions
$ORLY$HEI$ASML$UBER
$1.4B
64 positions
#7Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PGR$SGI$ORLY
$172M
126 positions
#8KP Management LLCPassive
Some overlap · 4 shared positions
$ORLY$HEI$ASML$GEV
$409M
83 positions
#9Overbrook Management CorpActive
Some overlap · 4 shared positions
$ORLY$MU$GEV$UBER
$529M
51 positions
#10Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$ORLY$ASML$TPL$MS$UBER
$5.3B
375 positions
#11NZS Capital, LLCActive
Some overlap · 3 shared positions
$PGR$HEI$UBER
$3.0B
58 positions
#12SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$ORLY$HEI$TPL
$2.8B
129 positions
#13Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$HEI$ASML
$910M
56 positions
#14Tempo Wealth, LLCPassive
Some overlap · 4 shared positions
$PGR$MS$MU$ORLY
$573M
213 positions
#15Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$ORLY$MU$GEV$MS
$25.6B
60 positions
#16Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ORLY$PGR$GEV
$923M
192 positions
#17Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ORLY$PGR$MU$UBER
$255M
79 positions
#18Giverny Capital Inc.Active
Some overlap · 3 shared positions
$PGR$HEI$BLDR
$2.7B
51 positions
#19TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$PGR$SGI$WHR
$2.7B
28 positions
#20One Madison Group LLCActive
Some overlap · 3 shared positions
$ORLY$HEI$GEV
$866M
28 positions
#21Eos Management, L.P.Active
Some overlap · 3 shared positions
$ORLY$HEI$UBER
$233M
41 positions
#22Verde Capital ManagementActive
Some overlap · 3 shared positions
$ORLY$PGR$HEI
$468M
69 positions
#23MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ORLY$HEI$GEV
$567M
136 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$ASML$MS
$1.4B
170 positions
#25ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 3 shared positions
$ORLY$ASML$TPL
$584M
366 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.