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Hedge Funds Similar to Insight Wealth Strategies,

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

Insight Wealth Strategies, LLC is an institutional investor managing $1.0B across 183 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 Insight Wealth Strategies, are Haven Private,, TruWealth Advisors,, Beacon Harbor Wealth Advisors,, with shared positions in $TECK, $AMN, $KLAC, $COR, $MCK, $JHG. The full ranking of 25 similar funds is below.

#1Haven Private, LLCPassive
Notable overlap · 5 shared positions
$TECK$AMN$KLAC$COR$MCK
$230M
166 positions
#2TruWealth Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$AMN$LRCX
$2.1B
182 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TECK$JHG$FIX
$477M
70 positions
#4Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$LRCX$AMN$FIX
$371M
76 positions
#5Drake & Associates, LLCActive
Some overlap · 4 shared positions
$JHG$AMN$BKR$MCO
$525M
97 positions
#6KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 7 shared positions
$LRCX$KLAC$FIX$TECK$MCK$JHG
$194M
99 positions
#7WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$JHG$AMN$CEG
$470M
119 positions
#8LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$JHG$KLAC$REGN$MCK
$174M
65 positions
#9Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$JHG$AMN$MCK
$145M
98 positions
#10VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$JHG$AMN$LRCX
$469M
104 positions
#11Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$KLAC$FIX$LRCX
$378M
200 positions
#12BNB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$KLAC$REGN
$156M
90 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$KLAC$MCK
$407M
601 positions
#14MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TECK$AMN$AXP
$218M
103 positions
#15Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$JHG$LRCX$REGN
$181M
177 positions
#16Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$JHG$AMN$AXP
$181M
87 positions
#17RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$LRCX$KLAC$FIX$GWW$MSI$MCK
$2.4B
234 positions
#18Drummond Knight Asset Management Pty LtdActive
Some overlap · 3 shared positions
$TECK$CENX$DVN
$283M
14 positions
#19Bowman & Co S.C.
Some overlap · 3 shared positions
$JHG$AMN$MSI
$237M
118 positions
#20Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$JHG$KLAC$AXP$CEG
$476M
200 positions
#21FCF Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$KLAC$STX$MSI$MCK
$444M
52 positions
#22Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$LRCX$FIX
$632M
327 positions
#23Freestate Advisors LLCActive
Some overlap · 3 shared positions
$TECK$AMN$JHG
$125M
42 positions
#24Modern Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$REGN$AMN$AXP
$5.8B
877 positions
#25ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$JHG$CDW$REGN
$1.8B
531 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.