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Hedge Funds Similar to Independent Advisor Alliance

13F Portfolio OverlapQ2 2026Independent Advisor Alliance portfolio →
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Most similar hedge funds by 13F overlap

Independent Advisor Alliance is an institutional investor managing $4.3B across 1,054 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 Independent Advisor Alliance are First Financial Group, Arbor Investment Advisors, Bogart Wealth, with shared positions in $TFC, $DUK, $ASML, $SPG, $ABCB. The full ranking of 8 similar funds is below.

#1First Financial Group CorpActive
Slight overlap · 3 shared positions
$TFC$DUK$ASML
$138M
81 positions
#2Arbor Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$TFC$DUK$ASML
$883M
145 positions
#3Bogart Wealth, LLCPassive
Slight overlap · 3 shared positions
$TFC$DUK$ASML
$2.9B
2,011 positions
#4United Capital Management of KS, Inc.Passive
Slight overlap · 3 shared positions
$TFC$DUK$ASML
$763M
98 positions
#5Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$TFC$DUK$SPG
$334M
127 positions
#6Biondo Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$DUK$ASML$SPG
$817M
89 positions
#7LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$DUK$ASML$SPG
$213M
124 positions
#8Edgestream Partners, L.P.Passive
Slight overlap · 3 shared positions
$DUK$SPG$ABCB
$3.4B
936 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.