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 IAG Wealth Partners,

13F Portfolio OverlapQ1 2026IAG Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

IAG Wealth Partners, LLC is an institutional investor managing $896M across 509 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 IAG Wealth Partners, are Bravias Group,, truNorth Financial Services,, MAINSTAY /ADV, with shared positions in $WT, $SLV, $GMM, $NEE, $HUM, $WEC. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $SLV $GMM $NEE

$153M

96 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$WT $SLV $HUM $WEC $DE

$97M

49 positions

#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $SLV $OKE

$1.3B

143 positions

#4Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $SLV $JHG

$195M

131 positions

#5Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $JHG $SLV

$213M

153 positions

#6Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$WT $OKE $JHG $GMM

$515M

135 positions

#7RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $FLEX $HUM

$1.3B

176 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $SLV $NEE

$149M

96 positions

#9TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $HUM

$163M

795 positions

#10BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $JHG $KO

$2.5B

453 positions

#11Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $DE

$142M

76 positions

#12Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $NEE

$1.2B

521 positions

#13COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $HUM $BA

$157M

92 positions

#14Compass Financial Services IncActive

Notable overlap · 5 shared positions

$WT $HUM $SLV $KO $DE

$231M

56 positions

#15Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $KO

$168M

176 positions

#16Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $SLV $OKE

$377M

140 positions

#17WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $FLEX $GMM

$115M

117 positions

#18Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $JHG

$136M

85 positions

#19tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $HUM

$202M

102 positions

#20Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $API $FLEX

$260M

97 positions

#21Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $KO

$491M

147 positions

#22Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $JHG $BA

$462M

53 positions

#23Stonebridge Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$WT $JHG $KO

$104M

36 positions

#24ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $GMM $BA $KO

$235M

78 positions

#25RESOLUTE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $HUM $SLV

$247M

57 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.