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Hedge Funds Similar to Integrated Investment Consultants,

13F Portfolio OverlapQ1 2026Integrated Investment Consultants, portfolio →
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Most similar hedge funds by 13F overlap

Integrated Investment Consultants, LLC is an institutional investor managing $471M across 263 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 Investment Consultants, are VICTORY FINANCIAL GROUP,, Baer Investment Advisory, VANTAGEPOINT INVESTMENT ADVISERS, with shared positions in $SLV, $MS, $GMM, $KKR, $CTVA, $IBM. The full ranking of 25 similar funds is below.

#1VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$814M
348 positions
#2Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$814M
348 positions
#3VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$11.8B
55 positions
#4Allegheny Financial Group LTDActive
Some overlap · 5 shared positions
$SLV$MS$CTVA$IBM$AFL
$742M
290 positions
#5Rodgers & Associates, LTDActive
Some overlap · 6 shared positions
$SLV$GMM$SCHW$MS$CTVA$KKR
$982M
101 positions
#6Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$SLV$MS$KKR$IBM
$837M
258 positions
#7KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GMM$MS$BAC$WFC
$743M
262 positions
#8Scott Capital Advisors, LLCActive
Some overlap · 5 shared positions
$SLV$MS$KKR$BAC$WFC
$493M
58 positions
#9Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$MS$IBM$KKR$MCD$ABT$EMR
$340M
174 positions
#10Chaney Capital Management, Inc.Smart money
Some overlap · 4 shared positions
$GMM$SLV$KKR$SCHW
$284M
41 positions
#11truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$SLV$MS$KKR
$97M
49 positions
#12JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$SLV$GMM$SCHW
$205M
139 positions
#13Vanguard Capital Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MS$SLV$BAC$MCD
$108M
120 positions
#14InvesTrustPassive
Some overlap · 6 shared positions
$CTVA$IBM$KKR$ITW$MCD$WFC
$238M
91 positions
#15Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MS$GMM$KKR$MCD
$453M
103 positions
#16Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$GMM$KKR$CTVA
$295M
168 positions
#17Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$ITW$MCD$AFL
$130M
96 positions
#18PFS Partners, LLCActive
Some overlap · 3 shared positions
$SLV$MS$IBM
$218M
590 positions
#19TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GMM$MS$KKR
$704M
285 positions
#20XML Financial, LLCPassive
Some overlap · 5 shared positions
$MS$IBM$KKR$BAC$CTVA
$1.2B
421 positions
#21Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$SLV$KKR$SCHW
$3.5B
825 positions
#22LexAurum Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$MS$BAC$WFC
$771M
400 positions
#23Churchill Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MS$GMM$IBM$MCD
$476M
123 positions
#24Directional Asset ManagementPassive
Some overlap · 5 shared positions
$MS$CTVA$BAC$ABT$SCHW
$109M
90 positions
#25MLP3, LLCPassive
Some overlap · 5 shared positions
$MS$SLV$KKR$ITW$AFL
$91M
86 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.