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 IBEX WEALTH ADVISORS

13F Portfolio OverlapQ1 2026IBEX WEALTH ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

IBEX WEALTH ADVISORS is an institutional investor managing $1.1B across 203 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 IBEX WEALTH ADVISORS are Cornerstone Select Advisors,, Blue Line , / IL, Disciplined Equity ,, with shared positions in $VRT, $PLTR, $MU, $T, $VZ, $SHEL. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Notable overlap · 9 shared positions

$VRT $PLTR $MU $T $VZ $SHEL

$160M

124 positions

#2Blue Line Capital, LLC / ILPassive

Notable overlap · 7 shared positions

$PLTR $VRT $MU $T $AMGN $KMI

$88M

65 positions

#3Disciplined Equity Management, Inc.Active

Notable overlap · 8 shared positions

$PLTR $KMI $T $OKE $VZ $PFE

$199M

44 positions

#4Richard C. Young & CO., LTD.Active

Notable overlap · 6 shared positions

$VRT $WMB $KMI $MU $T $VZ

$1.2B

93 positions

#5Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$VRT $PLTR $APP $MU $PANW $ANET

$172M

76 positions

#6WESTBOURNE INVESTMENTS, INC.Passive

Notable overlap · 8 shared positions

$VRT $MU $OKE $T $PFE $CME

$210M

141 positions

#7SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$VRT $PLTR $APP $MU $CME $GEV

$688M

180 positions

#8Telligent Fund, LPActive

Notable overlap · 6 shared positions

$PLTR $VRT $MU $GEV $ANET $HWM

$94M

24 positions

#9SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$KMI $T $AMGN $VZ $PFE $CME

$728M

79 positions

#10Faithward Advisors, LLCPassive

Notable overlap · 6 shared positions

$PLTR $KMI $VRT $AMGN $IBKR $ANET

$701M

261 positions

#11PCB Capital LLCPassive

Notable overlap · 7 shared positions

$T $VZ $SHEL $APP $MU $PFE

$63M

101 positions

#12Tripletail Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$VRT $OKE $KMI $MU $PANW $ANET

$73M

255 positions

#13CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$WMB $PLTR $T $AMGN $GEV

$1.3B

118 positions

#14PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$PLTR $VRT $APP $MU

$128M

80 positions

#15Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$PLTR $VRT $IBKR $CME $MU $ANET

$255M

79 positions

#16LFG Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$MU $JXN $VZ $OKE $PFE $T

$166M

89 positions

#17Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$WMB $T $VZ $PFE $KMI $GEV

$147M

64 positions

#18OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 5 shared positions

$PLTR $KMI $AMGN $VZ $TFC

$311M

318 positions

#19ELLERSON GROUP INC /ADVPassive

Some overlap · 5 shared positions

$PLTR $KMI $AMGN $PFE $PANW

$153M

61 positions

#20Miller Global Investments, LLCPassive

Some overlap · 6 shared positions

$T $VZ $SHEL $OKE $PFE $WMB

$121M

295 positions

#21Cherry Creek Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$PLTR $VRT $T $MU

$230M

124 positions

#22GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$PLTR $VRT $APP $ANET $GEV $MU

$209M

42 positions

#23TOWNSQUARE CAPITAL LLCPassive

Some overlap · 7 shared positions

$VZ $SHEL $T $PFE $MU $APP

$444M

252 positions

#24Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$PLTR $VRT $MU $GEV

$65M

34 positions

#25JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 6 shared positions

$VRT $MU $GEV $ANET $HWM $PANW

$477M

129 positions

Compare IBEX WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View IBEX WEALTH ADVISORS’s holdings

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.