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Hedge Funds Similar to INCEPTIONR

13F Portfolio OverlapQ1 2026INCEPTIONR portfolio →
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Most similar hedge funds by 13F overlap

INCEPTIONR LLC is an institutional investor managing $415M across 617 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 INCEPTIONR are Loudon Investment ,, FEDERATED HERMES,, Weaver C. Barksdale & Associates,, with shared positions in $USB, $AMP, $TFC, $ACN, $AMGN, $COP. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive
Some overlap · 7 shared positions
$USB$AMP$TFC$ACN$AMGN$COP
$186M
95 positions
#2FEDERATED HERMES, INC.Passive
Some overlap · 6 shared positions
$WEC$PM$USB$AMP$TFC$AMGN
$61.5B
2,049 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 6 shared positions
$PKG$AMP$ORI$GD$ACN$AMGN
$105M
62 positions
#4CRAWFORD INVESTMENT COUNSEL INCPassive
Slight overlap · 6 shared positions
$WEC$PM$UPS$ACN$ICE$TEL
$5.9B
300 positions
#5EDGAR LOMAX CO/VAActive
Slight overlap · 6 shared positions
$USB$MET$GD$ACN$AMGN$COP
$1.4B
56 positions
#6OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 6 shared positions
$PM$TFC$ACN$AMGN$ECL$COP
$311M
318 positions
#7Saranac Partners LtdPassive
Slight overlap · 6 shared positions
$USB$DIS$ICE$ECL$COP$TEL
$234M
103 positions
#8PFW Advisors LLCActive
Slight overlap · 6 shared positions
$ACN$ICE$ECL$WEC$GD$AMGN
$318M
118 positions
#9McGlone Suttner Wealth Management, Inc.Active
Slight overlap · 5 shared positions
$WEC$USB$MET$PM$GD
$755M
189 positions
#10Van Diest Capital, LLCPassive
Slight overlap · 5 shared positions
$PM$DIS$USB$ECL$COP
$127M
190 positions
#11Brown Miller Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$PM$DIS$GD$ACN$ICE
$352M
191 positions
#12BOYAR ASSET MANAGEMENT INC.Passive
Slight overlap · 5 shared positions
$DIS$AMP$SSNC$GD$UPS
$176M
78 positions
#13TWIN CITY PRIVATE WEALTH, LLCPassive
Slight overlap · 5 shared positions
$WEC$PM$TFC$AMGN$COP
$132M
96 positions
#14Ironwood Investment Counsel, LLCPassive
Slight overlap · 5 shared positions
$DIS$USB$UPS$ACN$AMGN
$694M
263 positions
#15CFC Planning Co LLCPassive
Slight overlap · 5 shared positions
$PM$DIS$UPS$AMGN$COP
$140M
72 positions
#16Councilmark Asset Management, LLCActive
Slight overlap · 5 shared positions
$PM$DIS$ACN$AMGN$COP
$174M
85 positions
#17LEE DANNER & BASS INCActive
Slight overlap · 5 shared positions
$PM$DIS$UPS$ACN$L
$1.6B
246 positions
#18HOWE & RUSLING INCPassive
Slight overlap · 5 shared positions
$PM$USB$GD$ICE$COP
$1.5B
477 positions
#19SKBA CAPITAL MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$PKG$USB$TFC$AMGN$COP
$728M
79 positions
#20Perennial Advisors, LLCPassive
Slight overlap · 5 shared positions
$DIS$USB$GD$AMGN$COP
$587M
122 positions
#2117 CAPITAL PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$USB$AMP$GD$AMGN$ECL
$194M
172 positions
#22Aristotle Capital Management, LLCActive
Slight overlap · 5 shared positions
$USB$AMP$GD$AMGN$ECL
$47.8B
191 positions
#23BROADWATER CAPITAL MANAGEMENT LLC
Slight overlap · 5 shared positions
$WEC$DIS$GD$ECL$POR
$134M
211 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 5 shared positions
$PM$PKG$ACN$AMGN$L
$260M
101 positions
#25Gs Investments, Inc.Passive
Slight overlap · 5 shared positions
$USB$AMP$ACN$AMGN$ECL
$175M
134 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.