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Hedge Funds Similar to IFG Advisory

13F Portfolio OverlapQ2 2026IFG Advisory portfolio →
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Most similar hedge funds by 13F overlap

IFG Advisory, LLC is an institutional investor managing $2.9B across 2,363 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 IFG Advisory are Consolidated Planning, MTM Investment, MUIRFIELD WEALTH ADVISORS, with shared positions in $UNM, $BAH, $BNY, $PM, $ADI, $VZ. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive
Some overlap · 6 shared positions
$UNM$BAH$BNY$PM$ADI$VZ
$735M
186 positions
#2MTM Investment Management, LLCPassive
Some overlap · 5 shared positions
$SO$BAH$BNY$PM$CBSH
$350M
708 positions
#3MUIRFIELD WEALTH ADVISORS LLCActive
Some overlap · 7 shared positions
$PM$BKNG$DUK$QCOM$ADI$VZ
$153M
87 positions
#4Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SO$BNY$VZ$DUK$QCOM
$2.5B
666 positions
#5Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$SO$ADI$COF$VZ$QCOM
$107M
88 positions
#6Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$SO$PM$COF$DUK$QCOM
$1.2B
127 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 5 shared positions
$SO$ADI$VZ$DUK$QCOM
$203M
58 positions
#8BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$SO$COF$VZ$DUK$QCOM
$223M
114 positions
#9Constant Guidance Financial LLCActive
Slight overlap · 5 shared positions
$SO$BKNG$VZ$DUK$PM
$159M
67 positions
#10ProVise Management Group, LLCPassive
Slight overlap · 5 shared positions
$BNY$PM$BKNG$ADI$DUK
$1.5B
282 positions
#11SPWM Advisors LLCActive
Slight overlap · 5 shared positions
$BNY$PM$BKNG$ADI$QCOM
$108M
90 positions
#12Tranquilli Financial Advisor LLCPassive
Slight overlap · 5 shared positions
$BNY$PM$BKNG$ADI$QCOM
$186M
135 positions
#13Unique Wealth Strategies, LLCPassive
Slight overlap · 5 shared positions
$BNY$PM$BKNG$ADI$QCOM
$273M
222 positions
#14KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Slight overlap · 4 shared positions
$SO$UNM$PM$QCOM
$198M
97 positions
#15ARS Wealth Advisors Group, LLCActive
Slight overlap · 4 shared positions
$SO$BAH$VZ$DUK
$1.4B
218 positions
#16Carson Advisory Inc.Passive
Slight overlap · 4 shared positions
$SO$BAH$VZ$DUK
$218M
204 positions
#17FIRST HORIZON NATIONAL CORPPassive
Slight overlap · 4 shared positions
$SO$BNY$PM$VZ
$2.6B
1,514 positions
#18Lantz Financial LLCPassive
Slight overlap · 4 shared positions
$SO$SNA$PM$ADI
$549M
260 positions
#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Slight overlap · 4 shared positions
$GLTR$SO$PM$BNY
$1.4B
144 positions
#20OmniStar Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$SO$BNY$PM$DUK
$230M
116 positions
#21WARNER FINANCIAL, INCActive
Slight overlap · 4 shared positions
$BAH$BNY$PM$COF
$340M
145 positions
#22Campion Asset ManagementActive
Slight overlap · 4 shared positions
$UNM$SO$VZ$DUK
$164M
83 positions
#23HF Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$SO$PM$BKNG$VZ
$336M
174 positions
#24Gleason Group, Inc.Active
Slight overlap · 4 shared positions
$SO$SNA$DUK$QCOM
$1.1B
441 positions
#25Principal Street Partners, LLCPassive
Slight overlap · 4 shared positions
$UNM$SNA$VZ$DUK
$683M
277 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.