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 Investors Research

13F Portfolio OverlapQ1 2026Investors Research portfolio →

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Most similar hedge funds by 13F overlap

Investors Research Corp is an institutional investor managing $559M across 805 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 Investors Research are PMG Wealth ,, Center for Wealth Advisory, Southland Equity Partners, with shared positions in $MDLZ, $FITB, $WT, $AGQ, $VZ, $LMT. The full ranking of 25 similar funds is below.

#1PMG Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MDLZ $FITB $WT $AGQ

$139M

59 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 4 shared positions

$FITB $MDLZ $VZ $LMT

$139M

62 positions

#3Southland Equity Partners LLCPassive

Notable overlap · 4 shared positions

$FITB $WT $VZ $O

$513M

273 positions

#4Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$FITB $WT $CVS

$284M

161 positions

#5BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$FITB $KKR $WT $SE

$1.0B

348 positions

#6Compass Financial Services IncActive

Some overlap · 4 shared positions

$FITB $KKR $WT $GSAT

$231M

56 positions

#7Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$MDLZ $SE $KKR $LMT

$115M

115 positions

#8TSA Wealth Managment LLCPassive

Some overlap · 4 shared positions

$MDLZ $SE $SNPS $KKR

$309M

105 positions

#9SNS Financial Group, LLCActive

Some overlap · 3 shared positions

$MDLZ $WT $FITB

$1.2B

208 positions

#10BlueChip Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$FITB $TFC $AGQ

$228M

147 positions

#11Holowesko Partners Ltd.Active

Some overlap · 4 shared positions

$MDLZ $SDA $SLB $SW

$357M

31 positions

#12Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$FITB $WT $GSAT

$509M

132 positions

#13Demars Financial Group, LLCActive

Some overlap · 4 shared positions

$MDLZ $AGQ $MPC $O

$304M

103 positions

#14W ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MDLZ $KKR $VZ $LMT

$195M

141 positions

#15Elevation Capital Advisory, LLCPassive

Some overlap · 3 shared positions

$FITB $WT $MDLZ

$235M

65 positions

#16Financial Partners Group, IncPassive

Some overlap · 4 shared positions

$MDLZ $GSAT $AGQ $WT

$836M

227 positions

#175T Wealth, LLCPassive

Some overlap · 6 shared positions

$MDLZ $SE $KKR $WT $GSAT $SNPS

$253M

129 positions

#18Financial Enhancement Group LLCPassive

Some overlap · 4 shared positions

$MDLZ $GSAT $WT $KKR

$807M

135 positions

#19Financial Services Advisory IncActive

Some overlap · 4 shared positions

$MDLZ $AGQ $WT $WTRG

$210M

58 positions

#20Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$MDLZ $WT $VZ

$114M

45 positions

#21Unison Advisors LLCActive

Some overlap · 7 shared positions

$KKR $WT $FITB $VLO $VZ $CVS

$1.3B

175 positions

#22Oxinas Partners Wealth Management LLCPassive

Some overlap · 4 shared positions

$KKR $SE $WT $AGQ

$219M

145 positions

#23Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$KKR $SE $WT $LMT

$90M

65 positions

#24Runnymede Capital Advisors, Inc.Passive

Some overlap · 5 shared positions

$MDLZ $KKR $AGQ $WT $MPC

$116M

75 positions

#25MANCHESTER FINANCIAL INCActive

Some overlap · 3 shared positions

$FITB $VZ $AGQ

$521M

140 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.