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 Independence Bank of Kentucky

13F Portfolio OverlapQ1 2026Independence Bank of Kentucky portfolio →

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Most similar hedge funds by 13F overlap

Independence Bank of Kentucky is an institutional investor managing $888M across 589 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 Independence Bank of Kentucky are Private Advisory Group, Darwin Wealth ,, Werlinich Asset ,, with shared positions in $VRT, $ASML, $KKR, $AMD, $MDLZ, $KO. The full ranking of 25 similar funds is below.

#1Private Advisory Group LLCPassive

Some overlap · 4 shared positions

$VRT $ASML $KKR $AMD

$1.5B

275 positions

#2Darwin Wealth Management, LLCPassive

Some overlap · 5 shared positions

$VRT $KKR $MDLZ $AMD $KO

$321M

604 positions

#3Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$VRT $ASML $AMD $WM

$206M

56 positions

#4Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$VRT $ASML $KKR $AMD

$350M

147 positions

#5Boothe Investment Group, Inc.Active

Some overlap · 4 shared positions

$VRT $WT $AMD $NEE

$311M

40 positions

#6CVFG LLCPassive

Some overlap · 4 shared positions

$VRT $WT $AMD $WM

$804M

239 positions

#7AXS Investments LLCActive

Some overlap · 4 shared positions

$VRT $ASML $WT $AMD

$248M

189 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$VRT $WT $NEE $KO

$477M

70 positions

#9HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$MDLZ $KKR $NEE $KO $USB

$1.5B

477 positions

#10ShoreHaven Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$VRT $MDLZ $WT $NEE

$278M

103 positions

#11WD RUTHERFORD LLCPassive

Some overlap · 4 shared positions

$VRT $AMD $NEE $USB

$225M

71 positions

#12Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive

Some overlap · 4 shared positions

$VRT $KKR $WT $NEE

$506M

57 positions

#13NIXON PEABODY TRUST COActive

Some overlap · 4 shared positions

$VRT $ASML $NEE $KO

$1.3B

161 positions

#14Asset One Wealth Management LLCPassive

Some overlap · 5 shared positions

$ASML $WT $AMD $WM $USB

$904M

336 positions

#15Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 4 shared positions

$VRT $KKR $WT $NEE

$1.5B

55 positions

#16MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 5 shared positions

$KKR $MDLZ $NEE $KO $USB

$189M

510 positions

#17Walleye Trading LLCPassive

Some overlap · 4 shared positions

$VRT $ASML $USB $NEE

$60.0B

4,047 positions

#18Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KKR $WT $NEE $KO $MDLZ

$124M

101 positions

#19BDFS Capital LLCActive

Some overlap · 5 shared positions

$ASML $WT $WM $NEE $USB

$208M

137 positions

#20Foundations Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$VRT $ASML $WT $USB

$8.1B

1,160 positions

#21NTV ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MDLZ $AMD $WM $KO $VRT

$910M

311 positions

#22IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $VRT $AMD $WM $USB

$446M

95 positions

#23Chicago Capital, LLCActive

Some overlap · 3 shared positions

$VRT $ASML $AMD

$3.7B

355 positions

#24SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$VRT $ASML $AMD

$229M

137 positions

#25Value Aligned Research Advisors, LLCActive

Some overlap · 3 shared positions

$VRT $ASML $AMD

$20.7B

107 positions

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View Independence Bank of Kentucky’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.