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Hedge Funds Similar to INTERNATIONAL ASSETS INVESTMENT

13F Portfolio OverlapQ2 2026INTERNATIONAL ASSETS INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is an institutional investor managing $1.7B across 2,359 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 INTERNATIONAL ASSETS INVESTMENT are Gunpowder , dba Oliver Wealth, Cherry Creek Investment Advisors, DB&C Advisors, with shared positions in $PLTR, $UPS, $CEG, $VRT, $C, $AGNC. The full ranking of 25 similar funds is below.

#1Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$UPS$CEG
$142M
408 positions
#2Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$UPS$VRT
$261M
127 positions
#3DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$VRT
$96M
76 positions
#4Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$PLTR$UPS$VRT
$498M
145 positions
#5CapWealth Advisors, LLCActive
Slight overlap · 3 shared positions
$PLTR$UPS$CEG
$1.3B
122 positions
#6Owen LaRue, LLCPassive
Slight overlap · 3 shared positions
$PLTR$C$CEG
$288M
141 positions
#7Hedeker Wealth, LLCPassive
Slight overlap · 3 shared positions
$PLTR$C$CEG
$545M
93 positions
#8Clarus Wealth AdvisorsActive
Slight overlap · 3 shared positions
$PLTR$C$VRT
$275M
86 positions
#9Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$PLTR$C$VRT
$560M
132 positions
#10FORTRESS PRIVATE LEDGER, LLCPassive
Slight overlap · 3 shared positions
$PLTR$C$VRT
$368M
279 positions
#11Kingsman Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$PLTR$C$VRT
$224M
82 positions
#12Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$PLTR$UPS$VRT
$207M
82 positions
#13WESPAC Advisors SoCal, LLCPassive
Slight overlap · 4 shared positions
$PLTR$AGNC$CEG$VRT
$553M
119 positions
#14KERR FINANCIAL PLANNING CorpPassive
Slight overlap · 3 shared positions
$PLTR$C$VRT
$90M
545 positions
#15Sargent Investment Group, LLCPassive
Slight overlap · 3 shared positions
$PLTR$VRT$ARCC
$832M
279 positions
#16Carroll Investors, IncActive
Slight overlap · 3 shared positions
$PLTR$VRT$CEG
$234M
31 positions
#17Strategies Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$PLTR$CEG$VRT
$1.1B
202 positions
#18St. Louis Financial Planners Asset Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$C$PSLV
$240M
61 positions
#19Cornerstone Select Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$VRT$ARCC
$238M
149 positions
#20Aegis Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$PLTR$UPS$AGNC
$170M
131 positions
#21Sharp Financial Services, LLCActive
Slight overlap · 3 shared positions
$PLTR$UPS$VRT
$216M
127 positions
#22Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$PLTR$VRT$ARCC
$216M
101 positions
#23Destiny Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$PLTR$PSLV$UPS
$709M
186 positions
#24Glass Jacobson Investment Advisors llcPassive
Slight overlap · 3 shared positions
$PLTR$CEG$VRT
$326M
615 positions
#25PRAKASH INVESTMENT ADVISORS LLCActive
Slight overlap · 3 shared positions
$PLTR$CEG$VRT
$165M
86 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.