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Hedge Funds Similar to Integrated Wealth Concepts

13F Portfolio OverlapQ2 2026Integrated Wealth Concepts portfolio →
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Most similar hedge funds by 13F overlap

Integrated Wealth Concepts LLC is an institutional investor managing $20.5B across 5,912 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 Integrated Wealth Concepts are Advisors Wealth, Lionshead Wealth, SevenBridge Financial Group, with shared positions in $QCOM, $PWR, $IAU, $PLTR, $CRWD. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$QCOM$PWR$IAU$PLTR$CRWD
$888M
233 positions
#2Lionshead Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$QCOM$PWR$PLTR$CRWD
$148M
109 positions
#3SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$QCOM$PWR$PLTR$CRWD
$674M
211 positions
#4Quantum Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$QCOM$PWR$PLTR$CRWD
$391M
164 positions
#5MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 4 shared positions
$QCOM$IAU$PLTR$CRWD
$431M
230 positions
#6360 Financial, Inc.Smart money
Slight overlap · 4 shared positions
$QCOM$PWR$PLTR$CRWD
$394M
85 positions
#7Stratos Wealth Partners, LTD.Passive
Slight overlap · 4 shared positions
$IAU$QCOM$PLTR$CRWD
$9.9B
1,690 positions
#8Gerber Kawasaki Wealth & Investment ManagementActive
Slight overlap · 4 shared positions
$PWR$IAU$CRWD$PLTR
$3.7B
366 positions
#9Wealth Analytics Partners, LLCSmart money
Slight overlap · 4 shared positions
$PWR$PLTR$QCOM$IAU
$287M
200 positions
#10Nova Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$IAU$PLTR$CRWD$PWR
$181M
570 positions
#11Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$QCOM$PWR$IAU
$673M
215 positions
#12BOURNE LENT ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$QCOM$PWR$PLTR
$289M
65 positions
#13Clarus Wealth AdvisorsActive
Slight overlap · 3 shared positions
$QCOM$PWR$PLTR
$275M
86 positions
#14Prospera Capital Management, LLCActive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$726M
77 positions
#15BXM Wealth LLCPassive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$184M
163 positions
#16Sovran Advisors, LLCPassive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$1.3B
615 positions
#17CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$1.3B
354 positions
#18Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$508M
137 positions
#19Urban Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$112M
108 positions
#20Garde Capital, Inc.Active
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$2.2B
224 positions
#21HIGHLAND CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$QCOM$PWR$CRWD
$2.2B
415 positions
#22Synergy Investment Management, LLCPassive
Slight overlap · 3 shared positions
$QCOM$IAU$PLTR
$413M
1,086 positions
#23OFC FINANCIAL PLANNING, LLCActive
Slight overlap · 3 shared positions
$PWR$IAU$PLTR
$113M
56 positions
#24Silverleafe Capital Partners, LLCActive
Slight overlap · 3 shared positions
$PWR$IAU$PLTR
$351M
100 positions
#25SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$PWR$IAU$PLTR
$1.1B
136 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.