What hedge funds are most similar to Integrated Investment Consultants, LLC?

The funds with the most similar 13F portfolios to Integrated Investment Consultants, LLC are InvesTrust, DLK Investment, Somerset, based on overlapping conviction holdings in the latest SEC filings.

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 Investment Consultants

13F Portfolio OverlapQ2 2026Integrated Investment Consultants portfolio →

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Most similar hedge funds by 13F overlap

Integrated Investment Consultants, LLC is an institutional investor managing $508M across 271 U.S. equity positions as of Q2 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 InvesTrust, DLK Investment, Somerset, with shared positions in $ITW, $MCD, $PEP, $EMR, $WFC, $SHEL. The full ranking of 25 similar funds is below.

#1InvesTrustPassive

Some overlap · 9 shared positions

$ITW $MCD $PEP $EMR $WFC $SHEL

$260M

95 positions

#2DLK Investment Management, LLCPassive

Some overlap · 7 shared positions

$ITW $MCD $PEP $ABT $SCHW $TGT

$235M

96 positions

#3Somerset Trust CoPassive

Some overlap · 6 shared positions

$ITW $MCD $AFL $PEP $EMR $ABT

$354M

186 positions

#4Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$ITW $MCD $AFL $PEP $EMR $TGT

$261M

101 positions

#5Partnership Wealth Management, LLCActive

Some overlap · 7 shared positions

$PEP $EMR $MCD $ABT $CL $PFE

$148M

67 positions

#6Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$ITW $PEP $EMR $ABT $WFC $SCHW

$170M

121 positions

#7DMKC Advisory Services, LLCActive

Some overlap · 7 shared positions

$PEP $EMR $ABT $WFC $SHEL $TGT

$530M

92 positions

#8Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$ITW $PEP $EMR $ABT $CL $DIS

$562M

84 positions

#9BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$MCD $PEP $EMR $ABT $WFC $SCHW

$2.5B

270 positions

#10Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$MCD $PEP $EMR $ABT $WFC $CL

$108M

52 positions

#11Allied Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$PEP $ABT $WFC $SHEL $TGT $PFE

$797M

110 positions

#12Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$ITW $MCD $PEP $EMR $ABT

$637M

146 positions

#13UNITED BANKActive

Some overlap · 5 shared positions

$ITW $MCD $AFL $PEP $ABT

$853M

130 positions

#14COTTONWOOD CAPITAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$ITW $MCD $PEP $EMR $WFC

$166M

88 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$MCD $AFL $PEP $EMR $TGT $ABT

$201M

57 positions

#16TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$MCD $PEP $EMR $ABT $CL $DIS

$137M

77 positions

#17KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ITW $MCD $PEP $ABT $EMR

$1.5B

228 positions

#18CONNING INC.Passive

Some overlap · 5 shared positions

$ITW $MCD $AFL $ABT $CL

$3.3B

327 positions

#19Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $ABT $WFC $TGT $PFE

$181M

81 positions

#20Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$MCD $AFL $ABT $CL $PFE $DIS

$4.3B

344 positions

#21BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ITW $MCD $PEP $ABT $AFL

$346M

113 positions

#22FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$ITW $MCD $PEP $ABT $DIS

$1.2B

180 positions

#23PIONEER TRUST BANK N A/ORPassive

Some overlap · 5 shared positions

$ITW $MCD $PEP $ABT $DIS

$441M

87 positions

#24STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 6 shared positions

$ITW $ABT $WFC $PFE $DIS $EMR

$146.1B

107 positions

#25ESL Trust Services, LLCSmart money

Some overlap · 6 shared positions

$AFL $EMR $WFC $SHEL $CL $PFE

$587M

266 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.