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 Integrated Wealth Concepts

13F Portfolio OverlapQ1 2026Integrated Wealth Concepts portfolio →

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Most similar hedge funds by 13F overlap

Integrated Wealth Concepts LLC is an institutional investor managing $12.5B across 2,276 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 Integrated Wealth Concepts are WOODARD & ASSET GROUP /ADV, WealthBridge ,, SENTINEL PENSION ADVISORS,, with shared positions in $BDX, $DUK, $WT, $AGQ, $KKR, $GMM. The full ranking of 25 similar funds is below.

#1WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive

Some overlap · 3 shared positions

$BDX $DUK $WT

$625M

176 positions

#2WealthBridge Capital Management, LLCPassive

Some overlap · 4 shared positions

$BDX $WT $AGQ $KKR

$434M

221 positions

#3SENTINEL PENSION ADVISORS, LLCActive

Some overlap · 3 shared positions

$BDX $WT $GMM

$676M

137 positions

#4JDM Financial Group LLCActive

Some overlap · 3 shared positions

$BDX $GMM $KKR

$259M

318 positions

#5CORTLAND ASSOCIATES INC/MOActive

Some overlap · 3 shared positions

$BDX $KKR $MDLZ

$697M

62 positions

#6Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$DUK $MDLZ $AGQ $KKR

$130M

96 positions

#7Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$DUK $DDOG $AGQ

$550M

74 positions

#8Financial Guidance Group, Inc.Passive

Some overlap · 3 shared positions

$DUK $DDOG $GMM

$249M

89 positions

#9First Heartland Consultants, Inc.Passive

Some overlap · 3 shared positions

$DUK $WT $MSTR

$1.3B

523 positions

#10Shaolin Capital Management LLCPassive

Some overlap · 3 shared positions

$DUK $MSTR $KKR

$2.7B

491 positions

#11Second Line Capital, LLCActive

Some overlap · 3 shared positions

$DUK $WT $GMM

$528M

185 positions

#12Signal Advisors Wealth, LLCPassive

Some overlap · 3 shared positions

$DUK $WT $GMM

$1.5B

582 positions

#13GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Some overlap · 3 shared positions

$DUK $WT $AGQ

$1.6B

611 positions

#14Uniting Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$DUK $AGQ $KKR

$470M

205 positions

#15Compass Ion Advisors, LLCActive

Some overlap · 3 shared positions

$DUK $MSTR $KKR

$1.0B

279 positions

#16MBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$DUK $KKR $WT

$241M

141 positions

#17Sunburst Financial Group, LLCActive

Some overlap · 3 shared positions

$DUK $KKR $GMM

$543M

132 positions

#18Elequin Securities, LLCActive

Some overlap · 3 shared positions

$DUK $MSTR $WT

$1.2B

622 positions

#19United Advisor Group, LLCPassive

Slight overlap · 4 shared positions

$DUK $WT $DDOG $AGQ

$811M

508 positions

#20Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$DUK $MDLZ $AGQ

$1.4B

52 positions

#21ADVENT CAPITAL MANAGEMENT /DE/Passive

Slight overlap · 4 shared positions

$DUK $DDOG $MSTR $KKR

$3.6B

215 positions

#22Dickmeyer Boyce Financial Management, Inc.Passive

Slight overlap · 4 shared positions

$DUK $DDOG $WT $KKR

$170M

125 positions

#23Founders Financial Alliance, LLCPassive

Slight overlap · 3 shared positions

$DUK $WT $KKR

$555M

735 positions

#24Wolfstich Capital, LLCActive

Slight overlap · 3 shared positions

$BDX $WT $MDLZ

$114M

45 positions

#25Capital Investment Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$DUK $WT $AGQ $KKR

$1.4B

1,206 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.