How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Intrua Financial,

13F Portfolio OverlapQ1 2026Intrua Financial, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Intrua Financial, LLC is an institutional investor managing $969M across 459 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 Intrua Financial, are Gaddis Premier Wealth Advisors, Ankerstar Wealth,, IAM Advisory,, with shared positions in $WT, $REGN, $COP, $T, $ET, $O. The full ranking of 25 similar funds is below.

#1Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$WT $REGN $COP $T $ET

$136M

85 positions

#2Ankerstar Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $COP $O

$95M

955 positions

#3IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $REGN $TXN $AMN $USB

$446M

95 positions

#4Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $COP $VZ $T $USB

$188M

174 positions

#5Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $COP $REGN $VZ $USB $EPD

$284M

125 positions

#6Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $AMN $COP

$220M

273 positions

#7Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $TXN

$444M

232 positions

#8Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $REGN $AMN

$444M

122 positions

#9Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $COP $USB $VZ

$126M

67 positions

#10COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $COP $REGN

$157M

92 positions

#11Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $USB

$111M

84 positions

#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $REGN $USB

$206M

97 positions

#13CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $REGN $USB

$149M

96 positions

#14Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $USB

$260M

97 positions

#15Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $PFE

$170M

48 positions

#16RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $AMN

$1.3B

176 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $COP $USB

$153M

344 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $COP $USB

$508M

107 positions

#19JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$WT $COP $USB

$102M

27 positions

#20Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $VZ

$153M

96 positions

#21EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$WT $AMN $T $VZ

$228M

114 positions

#22Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $COP $AMN

$293M

107 positions

#23Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$WT $TXN $REGN $VZ

$515M

135 positions

#24Cresta Advisors, Ltd.Active

Notable overlap · 4 shared positions

$WT $EPD $ENB $VZ

$244M

53 positions

#25Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $AMN $VZ

$230M

166 positions

Compare Intrua Financial,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Intrua Financial,’s holdings

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.