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Hedge Funds Similar to IFG Advisors,

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

IFG Advisors, LLC is an institutional investor managing $611M across 149 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 IFG Advisors, are Conservest Advisors,, Granite FO, Arvest Bank Division, with shared positions in $MDY, $KKR, $SCHW, $DIA, $COP, $MS. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Notable overlap · 7 shared positions
$MDY$KKR$SCHW$DIA$COP$MS
$1.1B
127 positions
#2Granite FO LLCActive
Some overlap · 7 shared positions
$MDY$KKR$MU$DIA$HUM$PM
$169M
170 positions
#3Arvest Bank Trust DivisionPassive
Some overlap · 5 shared positions
$MDY$SE$MU$COP$COF
$1.8B
221 positions
#4ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$ICFI$SCHW$COP$PANW
$228M
90 positions
#5HANOVER ADVISORS INCActive
Some overlap · 6 shared positions
$MDY$KKR$SNOW$SCHW$NKE$HUM
$246M
118 positions
#6Sterling Financial Planning, Inc.Active
Some overlap · 8 shared positions
$KKR$SNOW$SE$SCHW$COP$NKE
$337M
117 positions
#7OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$SNOW$AXP$UNIT
$340M
94 positions
#8Oldfather Financial Services, LLC
Some overlap · 4 shared positions
$MDY$SNOW$AXP$UNIT
$336M
98 positions
#9Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$MDY$SCHW$COP$NKE
$114M
84 positions
#10ARK & TLK INVESTMENTS, LLCActive
Some overlap · 8 shared positions
$SNOW$MDY$SCHW$ICFI$SE$COP
$370M
119 positions
#11Paladin Advisory Group, LLCPassive
Some overlap · 6 shared positions
$MDY$SNOW$MU$KKR$SE$MS
$131M
241 positions
#12SONATA CAPITAL GROUP INCPassive
Some overlap · 7 shared positions
$MDY$KKR$SNOW$COP$ICFI$HUM
$271M
123 positions
#13Newport Capital Group, LLCPassive
Some overlap · 3 shared positions
$MDY$SCHW$KKR
$164M
73 positions
#14Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 5 shared positions
$MDY$KKR$MS$PM$PANW
$742M
153 positions
#15Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$MDY$SNOW$DIA$COP
$99M
59 positions
#16jvl associates llcActive
Some overlap · 4 shared positions
$MDY$SNOW$ICFI$CTAS
$298M
63 positions
#17Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$DIA$HUM
$127M
62 positions
#18Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MDY$DIA$HUM
$145M
35 positions
#19DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$KKR$COF$GLW
$400M
202 positions
#20BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$MDY$SE$SCHW$COP$HUM$KKR
$129M
217 positions
#21Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MDY$COP$MS$PANW
$224M
47 positions
#22SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$MDY$SNOW$SCHW$DIA$SE
$125M
39 positions
#23Fonville Wealth Management LLCPassive
Some overlap · 8 shared positions
$SNOW$SE$SCHW$KKR$NKE$PANW
$525M
138 positions
#24Livet Wealth, LLCPassive
Some overlap · 6 shared positions
$KKR$SNOW$SCHW$MDY$COP$UNIT
$157M
117 positions
#25TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$KKR$SCHW
$168M
128 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.