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Hedge Funds Similar to IFG Advisors

13F Portfolio OverlapQ3 2026IFG Advisors portfolio →
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Most similar hedge funds by 13F overlap

IFG Advisors, LLC is an institutional investor managing $730M across 161 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IFG Advisors are Arvest Bank Division, OFS Enterprise, LCM, with shared positions in $MDY, $COF, $AXP, $USB, $UNP, $GLW. The full ranking of 25 similar funds is below.

#1Arvest Bank Trust DivisionPassive
Notable overlap · 3 shared positions
$MDY$COF$AXP
$2.1B
240 positions
#2OFS Enterprise LLCActive
Notable overlap · 4 shared positions
$MDY$AXP$USB$UNP
$382M
104 positions
#3LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$GLW$DIS
$235M
125 positions
#4Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AXP$AON
$173M
92 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$MDY$COF$AXP$C$MO$DIS
$418M
232 positions
#6BITTERROOT CAPITAL ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$MDY$MO$C
$166M
53 positions
#7SMITH, MOORE & CO.Passive
Notable overlap · 3 shared positions
$MDY$GLW$UNP
$1.5B
586 positions
#8Granite FO LLCSmart money
Notable overlap · 3 shared positions
$MDY$PM$MO
$186M
172 positions
#9Curbstone Financial Management CorpPassive
Notable overlap · 3 shared positions
$MDY$GLW$USB
$579M
202 positions
#10ARK & TLK INVESTMENTS, LLCSmart money
Notable overlap · 3 shared positions
$MDY$GLW$UNP
$416M
126 positions
#11Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$DIS
$1.4B
201 positions
#12STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$MDY$PM$USB$C$UNP
$392M
279 positions
#13SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$C$MO
$314M
128 positions
#14Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$C$PM$DIS
$477M
506 positions
#15MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$COF
$171M
73 positions
#16Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$MS$USB
$151M
243 positions
#17DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$COF$DIS
$445M
204 positions
#18Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$MS$BNY$UNP
$537M
168 positions
#19Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$AXP$USB$UNP
$295M
138 positions
#20BARRETT & COMPANY, INC.Passive
Some overlap · 3 shared positions
$MDY$BNY$AON
$366M
671 positions
#21CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$PM$MO
$226M
110 positions
#22Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$AXP$DIS
$241M
98 positions
#23Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$MDY$GLW$C
$2.4B
423 positions
#24Serenus Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$MDY$MO$PM$USB
$573M
75 positions
#25Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PM$MO
$176M
60 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.