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 IFS Advisors,

13F Portfolio OverlapQ1 2026IFS Advisors, portfolio →

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Most similar hedge funds by 13F overlap

IFS Advisors, LLC is an institutional investor managing $194M across 217 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 IFS Advisors, are truNorth Financial Services,, Alliance Wealth Advisors,, Gratus Wealth Advisors,, with shared positions in $MS, $WT, $DIA, $DE, $PM, $VZ. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $WT $DIA $DE

$97M

49 positions

#2Alliance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $PM $VZ

$228M

158 positions

#3Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $MAR $IBM

$691M

138 positions

#4Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $VZ $PFE

$185M

63 positions

#5PFS Partners, LLCActive

Notable overlap · 4 shared positions

$MS $MAR $VZ $IBM

$218M

590 positions

#6Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $WT $IBM

$160M

39 positions

#7Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$MS $WT $DE $PM $VZ $OKTA

$284M

125 positions

#8Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $MO $VZ

$6.2B

693 positions

#9Meridian Financial Partners LLCActive

Notable overlap · 5 shared positions

$MS $WT $NEE $VZ $CRWD

$263M

121 positions

#10Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $WT $NEE $ADP $MAR

$124M

101 positions

#11Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $WT $NEE

$589M

590 positions

#12Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$MS $AEP $MO $MAR $VZ $PFE

$453M

103 positions

#13SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $WT $VZ

$340M

145 positions

#14Wright Wealth LLCActive

Notable overlap · 5 shared positions

$MS $WT $PM $VZ $IBM

$149M

51 positions

#15Strategies Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $NEE $MAR

$995M

193 positions

#16Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $DE $PFE $IBM

$945M

412 positions

#17DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $NEE $MAR

$461M

353 positions

#18SHP Wealth ManagementActive

Notable overlap · 3 shared positions

$MS $WT $ADP

$1.3B

1,826 positions

#19Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $NEE

$1.2B

262 positions

#20Legacy Financial Strategies, LLCActive

Notable overlap · 3 shared positions

$MS $NEE $ADP

$554M

140 positions

#21American TrustActive

Notable overlap · 3 shared positions

$MS $DE $NEE

$1.1B

313 positions

#22Ledyard National BankPassive

Notable overlap · 3 shared positions

$MS $AEP $PFE

$1.2B

236 positions

#23TRB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $WT $PM $OKTA

$704M

285 positions

#24Meridian Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$MS $WT $CRWD $IBM

$183M

141 positions

#25Forbes Financial Planning, Inc.Active

Some overlap · 3 shared positions

$MS $PM $OKTA

$173M

38 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.