What hedge funds are most similar to Integris Wealth Management, LLC?

The funds with the most similar 13F portfolios to Integris Wealth Management, LLC are Blue Edge ,, Elm Partners, Jacobs Equity, based on overlapping conviction holdings in the latest SEC filings.

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 Integris Wealth ,

13F Portfolio OverlapQ1 2026Integris Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Integris Wealth Management, LLC is an institutional investor managing $495M across 131 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 Integris Wealth , are Blue Edge ,, Elm Partners, Jacobs Equity, with shared positions in $RL, $NOW, $MUFG, $BAC, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1Blue Edge Capital, LLCActive

Some overlap · 4 shared positions

$RL $NOW $MUFG $BAC

$753M

134 positions

#2Elm Partners Management LLCActive

Some overlap · 4 shared positions

$RL $SCHW $HUM $BRZE

$2.3B

158 positions

#3Jacobs Equity LLCPassive

Some overlap · 3 shared positions

$RL $SCHW $MAR

$112M

105 positions

#4Roof Eidam Maycock Peralta, LLCActive

Some overlap · 6 shared positions

$RL $NOW $SCHW $HUM $BRZE $ABT

$436M

125 positions

#5ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 5 shared positions

$RL $NOW $LMT $HUM $MAR

$319M

177 positions

#6TRUE Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$RL $MAR $EMR

$1.0B

266 positions

#7TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCPassive

Some overlap · 3 shared positions

$RL $LMT $NEE

$163M

82 positions

#8ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$RL $FAST $EMR $ABT

$853M

70 positions

#9Garde Capital, Inc.Active

Some overlap · 6 shared positions

$RL $AFRM $SCHW $NOW $HUM $MAR

$1.7B

198 positions

#10Buska Wealth Management, LLCActive

Some overlap · 4 shared positions

$RL $HUM $KKR $XEL

$249M

74 positions

#11Aureum Wealth Management, LLCPassive

Some overlap · 6 shared positions

$NOW $MUFG $SCHW $AMN $HUM $AFRM

$144M

60 positions

#12Decker Retirement Planning Inc.Passive

Some overlap · 6 shared positions

$NOW $MUFG $SCHW $HUM $AMN $KKR

$221M

284 positions

#13Ameraudi Asset Management, Inc.Active

Some overlap · 4 shared positions

$RL $NOW $MUFG $SCHW

$184M

42 positions

#14Beta Wealth Group, Inc.Passive

Some overlap · 6 shared positions

$NOW $AMN $AFRM $HUM $BAC $EMR

$242M

112 positions

#15LFA - Lugano Financial Advisors SAActive

Some overlap · 7 shared positions

$NOW $AFRM $MUFG $KKR $ABT $BAC

$197M

223 positions

#16SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Slight overlap · 5 shared positions

$NOW $AMN $MUFG $HUM $KKR

$154M

39 positions

#17ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$NOW $AMN $SCHW $LMT $KKR

$197M

204 positions

#18Birchwood Financial Partners, Inc.Passive

Slight overlap · 6 shared positions

$NOW $MUFG $AFRM $FAST $CHRW $XEL

$104M

348 positions

#19Balanced Rock Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$NOW $AFRM $MUFG $SCHW

$143M

96 positions

#20Private Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$NOW $AMN $MUFG $MAR $BAC

$381M

1,426 positions

#21MYECFO, LLCActive

Slight overlap · 5 shared positions

$NOW $AFRM $SCHW $HUM $MAR

$239M

66 positions

#22Baron Financial Group, LLCActive

Slight overlap · 5 shared positions

$NOW $MUFG $SCHW $MAR $HUM

$185M

53 positions

#23Private Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$RL $MAR $BAC

$356M

95 positions

#24Torren Management, LLCActive

Slight overlap · 4 shared positions

$NOW $AMN $MUFG $NEE

$201M

983 positions

#25Buttonwood Financial Advisors Inc.Active

Slight overlap · 5 shared positions

$NOW $SCHW $LMT $HUM $EMR

$299M

108 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.