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Hedge Funds Similar to Investment Research & Advisory Group,

13F Portfolio OverlapQ1 2026Investment Research & Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Investment Research & Advisory Group, Inc. is an institutional investor managing $286M across 279 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 Investment Research & Advisory Group, are CLOUGH PARTNERS L P, Thomasville National Bank, Legal Advantage Investments,, with shared positions in $SCHW, $GE, $GD, $LMT, $BA, $PM. The full ranking of 25 similar funds is below.

#1CLOUGH CAPITAL PARTNERS L PActive
Notable overlap · 7 shared positions
$SCHW$GE$GD$LMT$BA$PM
$1.0B
96 positions
#2Thomasville National Bank
Notable overlap · 8 shared positions
$ASML$GD$PM$CRM$BKNG$VEEV
$1.6B
235 positions
#3Legal Advantage Investments, Inc.Passive
Notable overlap · 8 shared positions
$SCHW$ASML$BA$VEEV$LMT$PANW
$194M
79 positions
#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 7 shared positions
$ASML$GE$UBER$SBUX$BA$GEV
$328M
83 positions
#5CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 5 shared positions
$SCHW$GE$UBER$ASML$PM
$309M
91 positions
#6Intrinsic Value Partners, LLCActive
Some overlap · 8 shared positions
$SCHW$GE$ASML$BKNG$GEV$BA
$130M
69 positions
#7United Asset Strategies, Inc.Passive
Some overlap · 7 shared positions
$ASML$SCHW$LMT$SBUX$PM$PANW
$1.3B
257 positions
#8RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$SCHW$UBER$SBUX$BKNG$LMT$SHOP
$52M
36 positions
#9Talbot Financial, LLCActive
Some overlap · 7 shared positions
$SCHW$CB$CRM$PM$PANW$GEV
$1.2B
66 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$SCHW$GE$UBER$BA$GEV$DHR
$200M
110 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 8 shared positions
$CB$LMT$SBUX$CRM$BA$PANW
$117M
106 positions
#12SPWM Advisors LLCPassive
Some overlap · 6 shared positions
$SCHW$PM$IQV$SBUX$BKNG$GD
$115M
93 positions
#13Oregon Pacific Wealth Management, LLCPassive
Some overlap · 9 shared positions
$SCHW$IQV$BKNG$PM$SBUX$TMO
$96M
105 positions
#14Manhattan West Asset Management, LLCPassive
Some overlap · 6 shared positions
$ASML$UBER$GD$PM$SCHW$IQV
$511M
149 positions
#15Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$SCHW$GE$UBER$BKNG$PANW
$1.2B
95 positions
#16Westend Capital Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$ASML$GE$BA$DHR
$333M
254 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$SCHW$UBER$CRM$BA$TMO$DHR
$788M
94 positions
#18Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$SCHW$PM$BKNG$SBUX$CRM$IQV
$127M
190 positions
#19TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$SCHW$PM$IQV$SBUX$BKNG
$132M
96 positions
#20Juno Financial Group LLCActive
Some overlap · 9 shared positions
$UBER$SCHW$LMT$PANW$PM$DHR
$255M
70 positions
#21Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$SCHW$CB$LMT$ASML$BA
$275M
107 positions
#22Allen Investment Management, LLCActive
Some overlap · 8 shared positions
$SCHW$BA$ASML$GEV$DHR$SHOP
$8.1B
221 positions
#23Trajan Wealth LLCActive
Some overlap · 7 shared positions
$PM$UBER$IQV$BKNG$GD$SCHW
$2.5B
150 positions
#24ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$ASML$CB$CRM$BKNG$PANW$DHR
$2.5B
901 positions
#25Boomfish Wealth Group, LLCPassive
Some overlap · 6 shared positions
$ASML$LMT$CRM$BKNG$PANW$TMO
$187M
87 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.