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 Integrated Advisors Network

13F Portfolio OverlapQ1 2026Integrated Advisors Network portfolio →

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Most similar hedge funds by 13F overlap

Integrated Advisors Network LLC is an institutional investor managing $1.9B across 690 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 Integrated Advisors Network are Glen Eagle Advisors,, Stratos Wealth Advisors,, STEINBERGANNA WEALTH, with shared positions in $LEN, $AGQ, $KKR, $HUM, $MS, $PANW. The full ranking of 25 similar funds is below.

#1Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$LEN $AGQ $KKR $HUM $MS

$714M

1,021 positions

#2Stratos Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AGQ $LEN $PANW $HUM $MS $GLDM

$1.6B

609 positions

#3STEINBERGANNA WEALTH MANAGEMENTActive

Some overlap · 7 shared positions

$PANW $HUM $USB $CRWD $URI $COP

$208M

132 positions

#4Lynx Investment AdvisoryPassive

Some overlap · 6 shared positions

$AGQ $KKR $HUM $COP $GLDM $USB

$209M

181 positions

#5Oakmont Advisory Group, LLCPassive

Some overlap · 7 shared positions

$KKR $HUM $USB $COP $UPST $MS

$98M

119 positions

#6ATX Financial Planning, LLCPassive

Some overlap · 4 shared positions

$LEN $AGQ $KKR $MS

$132M

81 positions

#7Kraft, Davis & Associates, LLCPassive

Some overlap · 5 shared positions

$AGQ $LEN $HUM $COP $GLDM

$469M

151 positions

#8C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$LEN $KKR $HUM $UPST $COP

$214M

483 positions

#9Anson Capital, Inc.Passive

Some overlap · 5 shared positions

$AGQ $KKR $HUM $USB $COP

$146M

90 positions

#10Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$AGQ $HUM $USB $MS $GLDM $COP

$200M

119 positions

#11Red Tortoise LLCPassive

Some overlap · 5 shared positions

$LEN $KKR $UPST $MS $HUM

$240M

591 positions

#12Hegarty Advisors, LLCActive

Some overlap · 7 shared positions

$KKR $HUM $COP $UPST $MS $GLDM

$127M

57 positions

#13Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $USB $COP $UPST $MS

$109M

1,311 positions

#14Long Island Wealth Management, Inc.Active

Some overlap · 5 shared positions

$LEN $HUM $USB $COP $AGQ

$216M

89 positions

#15Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $KKR $HUM $GLDM

$115M

115 positions

#16Centurion Wealth Management LLCPassive

Some overlap · 5 shared positions

$AGQ $HUM $USB $KKR $MS

$444M

316 positions

#17SYNTAX RESEARCH, INC.Passive

Some overlap · 3 shared positions

$LEN $AGQ $PANW

$157M

174 positions

#18Meridian Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$HUM $USB $AGQ $COP $MS $KKR

$183M

141 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $USB $COP $MS $GLDM

$356M

180 positions

#20Paladin Wealth, LLCPassive

Some overlap · 6 shared positions

$AGQ $PANW $URI $COP $MS $GLDM

$145M

125 positions

#21Valtrion Capital Management, LLCActive

Some overlap · 4 shared positions

$AGQ $PANW $LEN $CRWD

$106M

93 positions

#224WEALTH ADVISORS, INC.Passive

Some overlap · 5 shared positions

$AGQ $USB $COP $UPST $GLDM

$117M

142 positions

#23Clear Creek Financial Management, LLCPassive

Some overlap · 4 shared positions

$LEN $HUM $AGQ $CRWD

$1.3B

608 positions

#24Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$KKR $HUM $AGQ $CRWD $MS $USB

$970M

263 positions

#25Arlington Trust Co LLCActive

Some overlap · 4 shared positions

$AGQ $KKR $HUM $UPST

$1.1B

844 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.