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Hedge Funds Similar to Indie Asset Partners,

13F Portfolio OverlapQ1 2026Indie Asset Partners, portfolio →
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Most similar hedge funds by 13F overlap

Indie Asset Partners, LLC is an institutional investor managing $88M across 83 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 Indie Asset Partners, are 5th Street Advisors,, HALL, MilWealth Group, with shared positions in $MKL, $SAN, $ALPS, $USB, $DUK, $HUM. The full ranking of 25 similar funds is below.

#15th Street Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$SAN$ALPS
$232M
52 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$MKL$USB$DUK$HUM$MCD
$280M
107 positions
#3MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$MKL$USB$HUM
$420M
81 positions
#4STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MKL$USB$HUM
$140M
29 positions
#5Archvest Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$USB$GE$HUM
$155M
74 positions
#6Hegarty Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$ALPS$HUM$USB
$127M
57 positions
#7Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$USB$HUM
$382M
55 positions
#8FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$HUM$USB
$342M
115 positions
#9Newton One Investments LLCActive
Notable overlap · 4 shared positions
$MKL$USB$MCD$HUM
$368M
121 positions
#10Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MKL$USB$HUM
$678M
294 positions
#11Flower City CapitalSmart money
Notable overlap · 3 shared positions
$MKL$TPL$GE
$199M
46 positions
#12Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$MKL$HUM$USB$SII
$736M
187 positions
#13Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$USB$GE$MCD
$144M
86 positions
#14Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$MKL$USB$GE
$247M
51 positions
#15Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 4 shared positions
$MKL$HUM$MCD$USB
$365M
111 positions
#16SAGE FINANCIAL GROUP INCSmart money
Some overlap · 3 shared positions
$MKL$USB$HUM
$1.5B
107 positions
#17Berkeley Capital Partners, LLCActive
Some overlap · 5 shared positions
$MKL$USB$ALPS$DUK$MCD
$431M
184 positions
#18PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MKL$USB$HUM
$1.6B
236 positions
#19Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$SAN$USB$ALPS$HUM
$163M
123 positions
#20Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$HUM$USB
$480M
160 positions
#21GreatBanc Trust COActive
Some overlap · 4 shared positions
$MKL$HUM$MCD$DUK
$143M
67 positions
#22Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MKL$GE$CCZ
$166M
43 positions
#23Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$MKL$SAN$HUM
$469M
151 positions
#24Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$USB$DUK$MCD
$1.4B
211 positions
#25RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$MKL$USB$ALPS
$350M
53 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.