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 OverlapQ2 2026Intrua Financial portfolio →

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Most similar hedge funds by 13F overlap

Intrua Financial, LLC is an institutional investor managing $1.1B across 495 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Intrua Financial are TECTONIC ADVISORS, MILLER HOWARD INVESTMENTS, Clear Trail Advisors, with shared positions in $O, $ENB, $VZ, $EPD, $T, $ET. The full ranking of 25 similar funds is below.

#1TECTONIC ADVISORS LLCPassive

Some overlap · 7 shared positions

$O $ENB $VZ $EPD $T $ET

$2.1B

289 positions

#2MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 7 shared positions

$ENB $VZ $EPD $USB $ET $COP

$3.8B

152 positions

#3Clear Trail Advisors, LLCPassive

Some overlap · 6 shared positions

$O $ENB $VZ $EPD $ET $AMGN

$655M

161 positions

#4Gilman Hill Asset Management, LLCPassive

Some overlap · 6 shared positions

$O $ENB $VZ $EPD $ET $PFE

$731M

236 positions

#5Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$ENB $VZ $T $AMGN $COP $PFE

$347M

138 positions

#6SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$VZ $T $USB $AMGN $COP $PFE

$606M

79 positions

#7Pathway Financial Advisers, LLCPassive

Slight overlap · 5 shared positions

$O $ENB $VZ $EPD $AMGN

$397M

167 positions

#8Canal Insurance COActive

Slight overlap · 6 shared positions

$ENB $VZ $EPD $COP $PFE $PSX

$456M

76 positions

#9Sage Investment Counsel LLCPassive

Slight overlap · 5 shared positions

$O $ENB $EPD $USB $ET

$100M

126 positions

#10HBW Advisory Services LLCPassive

Slight overlap · 5 shared positions

$ENB $O $VZ $T $USB

$1.1B

463 positions

#11Loudon Investment Management, LLCPassive

Slight overlap · 5 shared positions

$O $ENB $EPD $USB $AMGN

$204M

95 positions

#12Adams Asset Advisors, LLCActive

Slight overlap · 6 shared positions

$VZ $EPD $T $ET $AMGN $PFE

$882M

88 positions

#13EDMP, INC.Passive

Slight overlap · 5 shared positions

$O $VZ $EPD $T $AMGN

$124M

70 positions

#14Powers Advisory Group, LLCActive

Slight overlap · 5 shared positions

$O $VZ $EPD $USB $AMGN

$319M

130 positions

#15Alpha Omega Wealth Management LLCPassive

Slight overlap · 5 shared positions

$O $ENB $VZ $PFE $PSX

$657M

208 positions

#16JBR Co Financial Management IncPassive

Slight overlap · 5 shared positions

$O $VZ $EPD $ENB $PSX

$274M

133 positions

#17KEYNOTE FINANCIAL SERVICES LLCPassive

Slight overlap · 5 shared positions

$O $VZ $T $AMGN $PFE

$214M

185 positions

#18Lloyd Advisory Services, LLC.Passive

Slight overlap · 5 shared positions

$ENB $VZ $T $USB $PFE

$258M

628 positions

#19Corps Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$ENB $VZ $EPD $ET $PSX

$124M

99 positions

#20Baugh & Associates, LLCActive

Slight overlap · 5 shared positions

$O $VZ $ET $COP $PFE

$226M

42 positions

#21First Bank & TrustPassive

Slight overlap · 5 shared positions

$ENB $VZ $USB $AMGN $PFE

$680M

270 positions

#22Code Waechter LLCPassive

Slight overlap · 5 shared positions

$ENB $VZ $USB $AMGN $PFE

$193M

127 positions

#23ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Slight overlap · 5 shared positions

$ENB $VZ $USB $AMGN $PFE

$1.7B

1,629 positions

#24SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$O $ENB $VZ $EPD

$296M

134 positions

#25Dupree Financial Group, LLCPassive

Slight overlap · 4 shared positions

$O $ENB $VZ $T

$267M

81 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.