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Hedge Funds Similar to Investment Insight Wealth

13F Portfolio OverlapQ2 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 $115M across 44 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 Investment Insight Wealth are DEEPWATER ASSET, Dash Acquisitions, Ravenswood Partners, with shared positions in $SHOP, $MRVL, $ASML, $VRT, $NOW, $CRM. The full ranking of 25 similar funds is below.

#1DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SHOP$MRVL$ASML$VRT
$220M
35 positions
#2Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$SHOP$NOW$CRM$ACN
$494M
72 positions
#3Ravenswood Partners LPActive
Some overlap · 3 shared positions
$SHOP$ASML$NOW
$313M
36 positions
#4Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$MRVL$SHOP$NOW$CRM
$294M
108 positions
#5Forefront Wealth Partners, LLC
Some overlap · 6 shared positions
$ASML$MRVL$NOW$SHOP$CRM$VRT
$323M
177 positions
#6W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 4 shared positions
$MRVL$ASML$CRM$NOW
$1.4B
179 positions
#7GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$MRVL$ASML$NOW
$1.7B
73 positions
#8BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$MRVL$ASML$MCD$CM
$3.3B
116 positions
#9Stony Point Capital LLCActive
Some overlap · 3 shared positions
$SHOP$ASML$NOW
$1.5B
30 positions
#10Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$MCD$NOW$AMGN
$817M
89 positions
#11Weaver Capital Management LLCPassive
Some overlap · 4 shared positions
$SHOP$MCD$ASML$AMGN
$454M
172 positions
#12POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SHOP$NOW$ASML$ACN
$11.6B
219 positions
#13Benchstone Capital Management LPActive
Some overlap · 3 shared positions
$SHOP$ASML$NOW
$828M
37 positions
#14VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$MCD$ASML$MRVL
$530M
83 positions
#15DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SHOP$MCD$ACN
$351M
45 positions
#16Nepsis Inc.Active
Some overlap · 3 shared positions
$SHOP$NOW$AMGN
$295M
28 positions
#17Synergy Financial Group, LTDPassive
Some overlap · 3 shared positions
$SHOP$ASML$NOW
$139M
119 positions
#18Encore Global Management, LPPassive
Some overlap · 4 shared positions
$MRVL$NOW$CRM$C
$102M
53 positions
#19GUARDIAN CAPITAL LPActive
Some overlap · 4 shared positions
$ASML$SHOP$MCD$CM
$4.1B
174 positions
#20Henshaw Capital LLCActive
Some overlap · 5 shared positions
$MRVL$MCD$CRM$C$VRT
$3.1B
160 positions
#21OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 4 shared positions
$MRVL$NOW$CRM$C
$4.7B
363 positions
#22SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$SHOP$MRVL$C$VRT
$895M
185 positions
#23EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$SHOP$ASML$MRVL
$2.4B
452 positions
#24Mirova US LLCActive
Some overlap · 4 shared positions
$SHOP$CRM$ACN$VRT
$9.3B
45 positions
#25Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$ASML$NOW$MCD
$182M
77 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.