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Hedge Funds Similar to Investment Insight Wealth ,

13F Portfolio OverlapQ1 2026Investment Insight Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Investment Insight Wealth Management, LLC is an institutional investor managing $93M across 36 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 Investment Insight Wealth , are BHK Investment Advisors,, Fingerlakes Wealth ,, Praetorian Wealth ,, with shared positions in $NTRB, $UNIT, $AMGN, $NOW, $MCD, $MU. The full ranking of 25 similar funds is below.

#1BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$UNIT$AMGN
$299M
79 positions
#2Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$NTRB$NOW$MCD
$151M
97 positions
#3Praetorian Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$NTRB$UNIT$MCD
$526M
77 positions
#4Zeit Capital LLCActive
Notable overlap · 3 shared positions
$NTRB$UNIT$AMGN
$149M
52 positions
#5PETREDIS INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$NTRB$MU$SHW
$1.2B
108 positions
#6Randall & Associates Wealth ManagementActive
Notable overlap · 3 shared positions
$NTRB$AMGN$ACN
$148M
56 positions
#7WAYSTONE ADVISORS LLCPassive
Notable overlap · 4 shared positions
$NTRB$UNIT$SHOP$AMGN
$112M
101 positions
#8Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$NTRB$UNIT$MCD
$160M
82 positions
#9Falcon Wealth PlanningActive
Notable overlap · 4 shared positions
$NTRB$UNIT$MU$NOW
$1.5B
236 positions
#10ASSETMARK, INCPassive
Notable overlap · 3 shared positions
$NTRB$UNIT$MU
$49.0B
3,443 positions
#11Merited Wealth, LLCPassive
Notable overlap · 5 shared positions
$NTRB$CRM$MU$SHW$UNIT
$121M
79 positions
#12Strategic Investment Advisors / MIPassive
Some overlap · 3 shared positions
$NTRB$UNIT$AMGN
$1.4B
386 positions
#13Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$NTRB$ASML$SHOP$UNIT
$95M
140 positions
#14McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NTRB$UNIT$AMGN
$169M
79 positions
#15TFB Advisors LLCPassive
Some overlap · 4 shared positions
$NTRB$SHOP$UNIT$AMGN
$191M
180 positions
#16Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$SHOP$NOW$ACN$CRM
$480M
68 positions
#17Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$SHOP$NOW$ASML$MU
$271M
35 positions
#18Bond & Devick Financial Network, Inc.Passive
Some overlap · 6 shared positions
$SHOP$NOW$ACN$CRM$ASML$AMGN
$358M
188 positions
#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$NTRB$UNIT$NOW
$206M
97 positions
#20Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$SHOP$NOW$CRM$MRVL
$239M
110 positions
#21CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$NTRB$SHW$MCD$ASML
$105M
80 positions
#22POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SHOP$NOW$ACN$ASML
$14.5B
221 positions
#23NIGHTVIEW CAPITAL, LLCActive
Some overlap · 3 shared positions
$SHOP$NOW$CRM
$131M
15 positions
#24EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$NOW$ASML
$15.5B
87 positions
#25Octahedron Capital Management L.P.Active
Some overlap · 3 shared positions
$SHOP$NOW$MU
$138M
18 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.