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Hedge Funds Similar to Inscription ,

13F Portfolio OverlapQ1 2026Inscription , portfolio →
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Most similar hedge funds by 13F overlap

Inscription Capital, LLC is an institutional investor managing $951M across 715 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 Inscription , are Financial Symmetry, Weil Company,, American National Bank of Texas, with shared positions in $DOV, $NKE, $MCD, $IAU, $CL, $UNP. The full ranking of 25 similar funds is below.

#1Financial Symmetry IncSmart money
Notable overlap · 3 shared positions
$DOV$NKE$MCD
$281M
63 positions
#2Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$IAU$MCD
$445M
115 positions
#3American National Bank of TexasActive
Notable overlap · 4 shared positions
$DOV$MCD$CL$UNP
$105M
57 positions
#4HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$MCD$PLTR
$187M
72 positions
#5Intelligent Financial StrategiesSmart money
Some overlap · 4 shared positions
$DOV$UNP$MCD$CL
$192M
62 positions
#6Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$406M
308 positions
#7FSM Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$EPD
$778M
317 positions
#8SB Capital Management Inc
Some overlap · 3 shared positions
$DOV$NKE$IAU
$273M
93 positions
#9NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$IAU$PLTR$MCD
$247M
71 positions
#10SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$DOV$NKE$UNP$CL
$207M
119 positions
#11Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$IAU
$186M
163 positions
#12LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$595M
360 positions
#13COWA, LLCActive
Some overlap · 4 shared positions
$OKE$EPD$NKE$IAU
$371M
158 positions
#14Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$2.3B
172 positions
#15DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$OKE$EPD$NKE$UNP
$501M
138 positions
#16Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$NKE$PLTR
$1.1B
244 positions
#17Evanson Asset Management, LLCActive
Some overlap · 5 shared positions
$DOV$NKE$IAU$OKE$EPD
$1.9B
321 positions
#18HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$APH
$407M
49 positions
#19Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$DOV$IAU$UNP$CL
$106M
111 positions
#20South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$IAU$UNP
$137M
139 positions
#21Forum Financial Management, LPSmart money
Some overlap · 4 shared positions
$OKE$NKE$IAU$PLTR
$7.1B
331 positions
#22Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$NKE$DOV$IAU$PLTR$MCD
$414M
694 positions
#23Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$MCD
$193M
1,065 positions
#24Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$DOV$NKE$UNP$MCD
$1.2B
263 positions
#25LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$OKE$IAU$PLTR$MCD$EPD
$378M
89 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.