Hedge Funds Similar to INNEALTA ,

13F Portfolio OverlapQ1 2026INNEALTA , portfolio →

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Most similar hedge funds by 13F overlap

INNEALTA CAPITAL, LLC is an institutional investor managing $161M across 75 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 INNEALTA , are Banco BTG Pactual S.A., Red Wave Investments, SB, with shared positions in $PSLV, $DOV, $AMD, $RELX, $DDS, $OVV. The full ranking of 23 similar funds is below.

#1Banco BTG Pactual S.A.Passive

Slight overlap · 3 shared positions

$PSLV $DOV $AMD

$1.1B

185 positions

#2Red Wave Investments LLCActive

Slight overlap · 3 shared positions

$DOV $AMD $RELX

$335M

112 positions

#3SB Capital Management Inc

Slight overlap · 3 shared positions

$273M

93 positions

#4Global Endowment Management, LPActive

Slight overlap · 3 shared positions

$DOV $RELX $AMD

$896M

126 positions

#5Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$DOV $PSLV $RELX

$146M

532 positions

#6Nokomis Capital, L.L.C.Passive

Slight overlap · 3 shared positions

$PSLV $OVV $CRGY

$349M

55 positions

#7Destiny Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$914M

1,148 positions

#8New Capital Management LPSmart money

Slight overlap · 3 shared positions

$XYZ $DOV $RELX

$406M

59 positions

#9Lane Generational LLCPassive

Slight overlap · 3 shared positions

$XYZ $PSLV $AMD

$126M

39 positions

#10ADE, LLCActive

Slight overlap · 3 shared positions

$XYZ $DOV $PSLV

$209M

86 positions

#11Index Technologies Group LLCPassive

Slight overlap · 3 shared positions

$92M

135 positions

#12FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PSLV $COKE $AMD

$313M

158 positions

#13MAIMON WEALTH MANAGEMENT LTD.Passive

Slight overlap · 3 shared positions

$DOV $AMD $RELX

$114M

77 positions

#14OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$XYZ $AMD $RELX

$1.9B

197 positions

#15TWO SIGMA SECURITIES, LLCPassive

Slight overlap · 3 shared positions

$DOV $AMD $RELX

$861M

1,599 positions

#16Foster Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $RELX $OVV

$3.4B

284 positions

#17Lighthouse Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $OVV $PARR

$2.9B

687 positions

#18WETZEL INVESTMENT ADVISORS, INC.Active

Slight overlap · 3 shared positions

$XYZ $RELX $APA

$252M

131 positions

#19CAXTON ASSOCIATES LLPActive

Slight overlap · 3 shared positions

$AMD $PSLV $PARR

$4.4B

755 positions

#20RAHLFS CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$AMD $RELX $APA

$136M

86 positions

#21Eddie Patel IncPassive

Slight overlap · 3 shared positions

$AMD $RELX $PARR

$130M

95 positions

#22Cambria Investment Management, L.P.Passive

Slight overlap · 3 shared positions

$DDS $APA $PARR

$1.8B

643 positions

#23Idaho Trust CoPassive

Slight overlap · 3 shared positions

$PSLV $RELX $AMD

$308M

97 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.