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 OverlapQ2 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 $1.3B across 209 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 IBEX WEALTH ADVISORS are Richard C. Young & , LTD., Cornerstone Select Advisors, Clarity Financial, with shared positions in $VRT, $DELL, $WMB, $KMI, $VZ, $T. The full ranking of 25 similar funds is below.

#1Richard C. Young & CO., LTD.Passive

Notable overlap · 7 shared positions

$VRT $DELL $WMB $KMI $VZ $T

$1.4B

101 positions

#2Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$VRT $DELL $PLTR $ANET $T $SHEL

$238M

149 positions

#3Clarity Financial LLCActive

Notable overlap · 6 shared positions

$VRT $PLTR $KMI $OKE $VZ $ANET

$1.2B

132 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$VRT $APP $VZ $AMGN $APH $HWM

$513M

70 positions

#5Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$VRT $DELL $IBKR $ANET $APH $NLY

$332M

99 positions

#6Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$PLTR $KMI $OKE $VZ $ANET $T

$226M

45 positions

#7Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$VRT $APP $PLTR $ANET $APH

$228M

70 positions

#8GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$VRT $APP $PLTR $ANET

$363M

43 positions

#9Jackson Hole Capital Partners, LLC

Some overlap · 6 shared positions

$WMB $KMI $OKE $VRT $VZ $T

$605M

313 positions

#10FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$DELL $PLTR $NLY $APH $HWM $ANET

$490M

188 positions

#11Blue Line Capital, LLC / ILPassive

Some overlap · 6 shared positions

$PLTR $VRT $APP $KMI $T $AMGN

$120M

92 positions

#12Columbus Macro, LLCPassive

Some overlap · 5 shared positions

$WMB $KMI $OKE $NLY $AMGN

$1.0B

207 positions

#13Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$VRT $APP $PLTR $ANET

$517M

86 positions

#14PCB Capital LLCPassive

Some overlap · 6 shared positions

$APP $VZ $ANET $SHEL $T $APH

$82M

114 positions

#15Aubrey Capital Management LtdPassive

Some overlap · 5 shared positions

$VRT $PLTR $ANET $SNEX $WWD

$160M

39 positions

#16VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WMB $DELL $VZ $SHEL $T

$1.1B

146 positions

#17Seascape Capital ManagementPassive

Some overlap · 4 shared positions

$VRT $APP $ANET $APH

$417M

96 positions

#18International Private Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$PLTR $VRT $OKE $VZ $KMI

$194M

160 positions

#19Leeward Financial Partners, LLCPassive

Some overlap · 6 shared positions

$VRT $APP $APH $ANET $PLTR $IBKR

$381M

108 positions

#20Paradigm Capital Management, LLC/NVActive

Some overlap · 6 shared positions

$KMI $OKE $VZ $T $AMGN $APH

$116M

65 positions

#21KIECKHEFER GROUP LLCSmart money

Some overlap · 3 shared positions

$VRT $DELL $PLTR

$246M

65 positions

#22VISIONARY HORIZONS, LLCActive

Some overlap · 6 shared positions

$PLTR $VZ $AMGN $HWM $KIM $IBKR

$239M

145 positions

#23Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$DELL $VRT $ANET $PLTR $APH

$147M

69 positions

#24HARTLINE INVESTMENT CORP/Active

Some overlap · 4 shared positions

$VRT $DELL $PLTR $APP

$1.1B

115 positions

#25Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$VRT $APP $ANET $WWD $APH $HWM

$29.1B

66 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.