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Hedge Funds Similar to Insight Wealth Partners,

13F Portfolio OverlapQ1 2026Insight Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Insight Wealth Partners, LLC is an institutional investor managing $713M across 120 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 Insight Wealth Partners, are DecisionPoint Financial,, Shotwell Rutter Baer, SpringVest Wealth, with shared positions in $USB, $IAU, $COP, $AMN, $TXN, $PHYS. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$IAU$COP
$464M
679 positions
#2Shotwell Rutter Baer IncActive
Substantial overlap · 4 shared positions
$USB$COP$AMN$TXN
$170M
38 positions
#3SpringVest Wealth Management LLCActive
Substantial overlap · 5 shared positions
$USB$COP$IAU$PHYS$REGN
$146M
67 positions
#4Davidson Capital Management Inc.Active
Substantial overlap · 4 shared positions
$USB$COP$VRT$TJX
$552M
93 positions
#5KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$TXN
$227M
92 positions
#6Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$184M
157 positions
#7Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$AMN$IAU
$284M
91 positions
#8STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$USB$AMN$IAU
$143M
30 positions
#9Legacy Edge Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$AMN$COP
$951M
223 positions
#10MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$PLTR
$420M
81 positions
#11Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$IAU$COP
$149M
70 positions
#12Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$IAU$COP
$167M
76 positions
#13Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$COP$TJX
$2.1B
152 positions
#14WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$IAU$COP
$508M
107 positions
#15Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$AMN$TXN
$318M
87 positions
#16VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$AMN
$108M
49 positions
#17Fortress Financial Solutions, LLCActive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$96M
56 positions
#18Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$TJX
$451M
146 positions
#19Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$AMN$IAU
$228M
72 positions
#20Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$USB$IAU$PHYS$COP
$135M
44 positions
#21BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$TXN$COP
$1.2B
229 positions
#22New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$USB$IAU$PHYS
$567M
61 positions
#23TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$USB$COP$TJX$IAU$REGN
$283M
137 positions
#24PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$17.1B
680 positions
#25CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$USB$OKE$TXN
$156M
46 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.