How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to IAM Advisory,

13F Portfolio OverlapQ1 2026IAM Advisory, portfolio →

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Most similar hedge funds by 13F overlap

IAM Advisory, LLC is an institutional investor managing $513M across 107 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 IAM Advisory, are Global View, MOULTON WEALTH ,, Team Financial Group,, with shared positions in $WT, $AGQ, $USB, $PLTR, $SHW, $GSAT. The full ranking of 25 similar funds is below.

#1Global View Capital Management LLCActive

Highly similar · 4 shared positions

$WT $AGQ $USB $PLTR

$377M

140 positions

#2MOULTON WEALTH MANAGEMENT, INCActive

Highly similar · 5 shared positions

$WT $AGQ $USB $SHW $GSAT

$147M

52 positions

#3Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $REGN $PLTR

$220M

273 positions

#4Nvest Wealth Strategies, Inc.Active

Substantial overlap · 4 shared positions

$WT $AMN $PLTR $GEV

$143M

395 positions

#5Lauer Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $USB $AMD $PLTR $AGQ

$126M

67 positions

#6Fiduciary Planning LLCActive

Substantial overlap · 4 shared positions

$WT $SHW $PLTR $HON

$331M

76 positions

#7Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 4 shared positions

$WT $MCK $REGN $PLTR

$136M

85 positions

#8MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 5 shared positions

$WT $AMGN $NVS $PNC $LMT

$240M

234 positions

#9Lunt Capital Management, Inc.Active

Substantial overlap · 5 shared positions

$WT $REGN $PANW $USB $GSAT

$260M

97 positions

#10Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 4 shared positions

$WT $AMN $AGQ $SHW

$132M

80 positions

#11Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $AGQ $AMGN

$122M

348 positions

#12Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $USB $SNDK

$125M

29 positions

#13Avant Capital LLCPassive

Substantial overlap · 3 shared positions

$WT $AGQ $PLTR

$142M

76 positions

#14COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $REGN $GSAT

$157M

92 positions

#15Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $AMD $PANW

$501M

68 positions

#16Prestige Wealth Management Group LLCPassive

Substantial overlap · 3 shared positions

$WT $TXN $BMY

$509M

1,123 positions

#17RVW Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $REGN $GEV $AMN $NOC

$1.3B

176 positions

#18Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $USB $AMGN $HON

$672M

139 positions

#19Fortune Financial Group, Inc.Active

Substantial overlap · 5 shared positions

$WT $GSAT $AGQ $REGN $USB

$111M

84 positions

#20Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $AGQ $PLTR $USB

$219M

145 positions

#21Quattro Advisors LLCActive

Substantial overlap · 5 shared positions

$WT $PLTR $PNC $PANW $AMD

$115M

51 positions

#22INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $GILD $AMD $HON

$252M

89 positions

#23Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $GSAT $AMGN $HON

$491M

147 positions

#24tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $LMT $AGQ

$202M

102 positions

#25Systelligence, LLCPassive

Substantial overlap · 3 shared positions

$WT $USB $GSAT

$514M

56 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.