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Hedge Funds Similar to INTERNATIONAL ASSETS INVESTMENT ,

13F Portfolio OverlapQ1 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 $1.4B across 2,248 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 INTERNATIONAL ASSETS INVESTMENT , are Riggs Asset Managment, Harvest Portfolios Group, Newbridge Financial Services Group,, with shared positions in $PLTR, $PSLV, $DHR, $AMD, $C, $TMO. The full ranking of 25 similar funds is below.

#1Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$PSLV$DHR$AMD$C
$486M
127 positions
#2Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$PLTR$DHR$TMO$AMD$UNH
$6.1B
260 positions
#3Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$DHR$TMO$AMD
$608M
1,182 positions
#4CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$UPS$UNH$BAC
$1.3B
118 positions
#5Palacios Wealth Management, LLCActive
Some overlap · 6 shared positions
$PLTR$TMO$AMD$C$BAC$ARCC
$160M
75 positions
#6Aventura Private Wealth, LLCPassive
Some overlap · 6 shared positions
$PLTR$DHR$TMO$AMD$UNH$BAC
$273M
904 positions
#7Ethos Capital Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$MAR$AMD$C
$117M
56 positions
#8Garden State Investment Advisory Services LLCPassive
Some overlap · 4 shared positions
$PLTR$DHR$TMO$AMD
$455M
339 positions
#9Torrey Growth & Income AdvisorsActive
Some overlap · 5 shared positions
$PLTR$MAR$AMD$BAC$UNH
$239M
110 positions
#10NWM ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$PLTR$UPS$FITB$MAR
$110M
23 positions
#11Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$TMO$C$BAC
$147M
35 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$C$BAC
$200M
93 positions
#13Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$PLTR$TMO$C$AMD
$261M
128 positions
#14Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$PLTR$PSLV$FITB
$547M
346 positions
#15DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$FITB
$77M
67 positions
#16Kingstone Capital Partners Texas, LLCActive
Some overlap · 4 shared positions
$PLTR$AMD$UNH$BAC
$162M
57 positions
#17Ocean Capital Management, LLCActive
Some overlap · 5 shared positions
$PLTR$C$AMD$UNH$BAC
$487M
131 positions
#18Key Client Fiduciary Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$DHR$FITB$AMD$ARCC$BAC
$294M
216 positions
#19SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$TMO
$1.1B
322 positions
#20NCP Inc.Active
Some overlap · 4 shared positions
$PLTR$UNH$BAC$TMO
$60M
76 positions
#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$UPS$AMD
$132M
408 positions
#22United Advisor Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$AMD
$811M
508 positions
#23ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$DHR$TMO
$153M
61 positions
#24HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$MAR$DHR
$238M
142 positions
#25Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$DHR$AMD
$1.9B
378 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.