How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to IFP Advisors,

13F Portfolio OverlapQ1 2026IFP Advisors, portfolio →

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Most similar hedge funds by 13F overlap

IFP Advisors, Inc is an institutional investor managing $4.8B across 5,032 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 IFP Advisors, are Nova Wealth ,, CATHY PARETO & ASSOCIATES,, Farrell Financial, with shared positions in $IAU, $WT, $MDLZ, $MAR, $SAN, $FCFS. The full ranking of 25 similar funds is below.

#1Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$IAU $WT $MDLZ $MAR $SAN $FCFS

$154M

545 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 6 shared positions

$WT $IAU $MAR $SAN $KKR $USB

$149M

96 positions

#3Farrell Financial LLCPassive

Some overlap · 6 shared positions

$WT $IAU $HUM $USB $MAR $CRM

$167M

76 positions

#4Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$WT $MDLZ $IAU $KKR $HUM $USB

$444M

316 positions

#5Systelligence, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $MAR $SAN $USB

$514M

56 positions

#6Interactive Financial AdvisorsActive

Some overlap · 6 shared positions

$IAU $WT $KKR $SAN $HUM $USB

$153M

78 positions

#7UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $MDLZ $KKR $HUM

$502M

293 positions

#8Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$WT $IAU $KKR $HUM $USB

$365M

111 positions

#9Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$WT $KKR $MAR $HUM $MDLZ $CRM

$443M

402 positions

#10Morton Capital Management LLC/CASmart money

Some overlap · 5 shared positions

$WT $IAU $HUM $USB $KKR

$672M

139 positions

#11Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $IAU $KKR $HUM

$90M

65 positions

#12WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$IAU $WT $SAN $MAR $HUM $CRM

$360M

191 positions

#13Amplius Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$WT $IAU $MDLZ $HUM

$1.2B

175 positions

#14Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $MDLZ $KKR $HUM $CRM

$930M

373 positions

#15Trademark Financial Management, LLCPassive

Some overlap · 5 shared positions

$IAU $WT $MDLZ $HUM $USB

$204M

102 positions

#16Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $IAU $MAR $USB

$175M

152 positions

#17Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$WT $IAU $MAR $HUM

$118M

85 positions

#18Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$IAU $MDLZ $KKR $SAN $HUM

$263M

226 positions

#19North Forty Two & Co.Passive

Some overlap · 4 shared positions

$WT $IAU $MAR $USB

$108M

97 positions

#20Wealth Care LLCActive

Some overlap · 4 shared positions

$IAU $WT $KKR $HUM

$113M

67 positions

#21Gateway Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $FCFS $HUM $CRM

$2.6B

925 positions

#22Optivise Advisory Services LLCPassive

Some overlap · 4 shared positions

$WT $MDLZ $IAU $KKR

$165M

183 positions

#23Anson Capital, Inc.Passive

Some overlap · 5 shared positions

$WT $KKR $HUM $SAN $USB

$146M

90 positions

#24Collaborative Wealth Managment Inc.Passive

Some overlap · 5 shared positions

$WT $KKR $HUM $FCFS $MAR

$218M

162 positions

#25LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $MAR $HUM $IAU

$595M

360 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.