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Hedge Funds Similar to Impact Investors,

13F Portfolio OverlapQ1 2026Impact Investors, portfolio →
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Most similar hedge funds by 13F overlap

Impact Investors, Inc is an institutional investor managing $144M across 106 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 Impact Investors, are RAM Investment Partners,, IMPACTfolio,, Torren ,, with shared positions in $NOW, $IAU, $AMAT, $AMD, $MUFG, $UPST. The full ranking of 25 similar funds is below.

#1RAM Investment Partners, LLCActive
Substantial overlap · 4 shared positions
$NOW$IAU$AMAT$AMD
$569M
121 positions
#2IMPACTfolio, LLCSmart money
Notable overlap · 4 shared positions
$NOW$MUFG$AMAT$UPST
$235M
35 positions
#3Torren Management, LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$AMAT$APH
$201M
983 positions
#4Bond & Devick Financial Network, Inc.Passive
Notable overlap · 6 shared positions
$NOW$ASML$DRI$WM$MUFG$AMAT
$358M
188 positions
#5LFA - Lugano Financial Advisors SAActive
Notable overlap · 4 shared positions
$NOW$MUFG$USB$IAU
$197M
223 positions
#6Permanens Capital L.P.Smart money
Notable overlap · 3 shared positions
$IAU$MUFG$INTU
$776M
88 positions
#7Yeomans Consulting Group, Inc.
Notable overlap · 5 shared positions
$IAU$KLAC$DRI$USB$AMD
$341M
113 positions
#8Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$UPST$USB
$125M
29 positions
#9West Family Investments, Inc.Passive
Notable overlap · 3 shared positions
$IAU$WM$ASML
$285M
259 positions
#10ANDERSON HOAGLAND & COPassive
Notable overlap · 4 shared positions
$IAU$UPST$ASML$PWR
$1.2B
136 positions
#11Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$DRI$AMD
$133M
89 positions
#12Rachor Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$IAU$ASML$AMD
$190M
464 positions
#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$USB$WM
$1.3B
143 positions
#14TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$USB$MUFG
$871M
173 positions
#15Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$ASML
$348M
202 positions
#16LIFE LINE WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IAU$UPST$HIMS
$224M
35 positions
#17LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$AMAT$USB$AMD
$135M
83 positions
#18Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$UPST$USB
$184M
56 positions
#19CAPE ANN SAVINGS BANKPassive
Notable overlap · 3 shared positions
$IAU$UPST$AMAT
$199M
121 positions
#20Laurel Wealth Planning LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$AMP$PWR
$190M
59 positions
#21Sandhill Capital Partners LLCActive
Notable overlap · 6 shared positions
$NOW$ANET$APH$WM$ISRG$USB
$1.2B
95 positions
#22ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$UPST$WM
$300M
205 positions
#23Wealth Dimensions Group, Ltd.Active
Notable overlap · 3 shared positions
$IAU$UPST$IOT
$508M
170 positions
#24North Berkeley Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$MUFG$AMAT$NOW
$189M
73 positions
#25FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$ANET$APH
$1.2B
150 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.