13F Pro

Hedge Funds Similar to Independent Solutions Wealth ,

13F Portfolio OverlapQ1 2026Independent Solutions Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Independent Solutions Wealth Management, LLC is an institutional investor managing $679M across 185 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 Independent Solutions Wealth , are GLYNN, Faithward Advisors,, Philadelphia Investment Partners,, with shared positions in $PLTR, $SNOW, $APP, $ANET, $NET, $CRWD. The full ranking of 25 similar funds is below.

#1GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 8 shared positions
$PLTR$SNOW$APP$ANET$NET$CRWD
$209M
42 positions
#2Faithward Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$SHOP$IAU$AMGN$ANET$NET
$701M
261 positions
#3Philadelphia Investment Partners, LLCPassive
Some overlap · 7 shared positions
$PLTR$APP$SCCO$IAU$OKTA$VLO
$147M
189 positions
#4Menard Financial Group LLCActive
Some overlap · 6 shared positions
$PLTR$SHOP$CASY$SNOW$NET$CRWD
$143M
82 positions
#5RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$PLTR$OKTA$SNOW$NET$CRWD
$829M
92 positions
#6DMC Group, LLCPassive
Some overlap · 7 shared positions
$SNOW$PLTR$SHOP$OKTA$IAU$AMGN
$148M
141 positions
#7Castle Rock Wealth Management, LLCPassive
Some overlap · 6 shared positions
$OKTA$PLTR$KO$ETN$AMGN$NET
$462M
262 positions
#8WD RUTHERFORD LLCPassive
Some overlap · 7 shared positions
$SNOW$APP$SHOP$CASY$ANET$CRWD
$225M
71 positions
#9DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SHOP$KO$ETN$AMGN
$77M
67 positions
#10Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$PLTR$SNOW$ETN$ANET$VLO
$262M
320 positions
#11Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$SNOW$MO$NET$CRWD
$608M
1,182 positions
#12SWS PartnersPassive
Some overlap · 6 shared positions
$OKTA$SNOW$ETN$PM$ANET$NET
$405M
112 positions
#13Tuttle Capital Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$SHOP$ANET$NET$CRWD
$61M
124 positions
#14STF Management LP
Some overlap · 5 shared positions
$PLTR$APP$SHOP$AMGN$CRWD
$107M
101 positions
#15Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$PLTR$SNOW$SHOP$ANET$APP
$25.6B
60 positions
#16Nikko Asset Management Americas, Inc.Active
Some overlap · 5 shared positions
$PLTR$SHOP$NET$CRWD$HOOD
$7.1B
186 positions
#17WESPAC Advisors SoCal, LLCPassive
Some overlap · 7 shared positions
$PLTR$KO$ETN$IAU$ANET$CRWD
$470M
119 positions
#18Nicholas Wealth, LLC.Passive
Some overlap · 6 shared positions
$PLTR$APP$KO$ETN$AMGN$VLO
$145M
111 positions
#19ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$PLTR$SHOP$ANET$CRWD$HOOD
$482M
38 positions
#20JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 6 shared positions
$OKTA$ETN$IAU$CASY$MCD$VLO
$891M
359 positions
#21InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$SNOW$ETN$MCD
$175M
108 positions
#22SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$APP$SHOP$ANET$HOOD
$688M
180 positions
#23HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$PLTR$OKTA$SHOP$NET$ETN
$909M
112 positions
#24CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 5 shared positions
$PLTR$SHOP$CRWD$HOOD$NET
$201M
35 positions
#25IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 5 shared positions
$PLTR$SHOP$MCD$NET$HOOD
$1.3B
290 positions

Compare Independent Solutions Wealth ,’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 Independent Solutions Wealth ,’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.