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 IVC Wealth Advisors

13F Portfolio OverlapQ1 2026IVC Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

IVC Wealth Advisors LLC is an institutional investor managing $256M across 177 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 IVC Wealth Advisors are Dynamic Financial Group, WINEBRENNER, First Financial Group, with shared positions in $JHG, $UNIT, $MCD, $TFC, $IBM, $WM. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $UNIT $MCD

$122M

69 positions

#2WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $UNIT $MCD

$156M

139 positions

#3First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $TFC $IBM

$122M

80 positions

#4Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $MCD $WM

$158M

103 positions

#5BARINGS LLCActive

Notable overlap · 4 shared positions

$JHG $COP $UNIT $NEM

$6.2B

179 positions

#6Signature Wealth Management Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $NEM $AME $IBM

$199M

116 positions

#7Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $ETN $IBM

$290M

485 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 3 shared positions

$JHG $WM $RSG

$144M

387 positions

#9Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $MCD $UNIT

$145M

98 positions

#10ALLIANZ SEActive

Notable overlap · 3 shared positions

$JHG $NEM $MCD

$9.0B

473 positions

#11Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $MCD $IBM

$181M

87 positions

#12Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $ETN $IBM

$367M

146 positions

#13Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $MCD $ETN $IBM

$284M

94 positions

#14Drake & Associates, LLCActive

Notable overlap · 3 shared positions

$JHG $AME $RSG

$525M

97 positions

#15Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $UNIT

$807M

135 positions

#16NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $USB $UNIT

$777M

112 positions

#17MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $MCD $IBM

$1.9B

160 positions

#18Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $NEM $IBM

$383M

290 positions

#19Stirlingshire Investments, Inc.Passive

Notable overlap · 4 shared positions

$JHG $UNIT $PFH $COP

$114M

196 positions

#20Paladin Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $ETN $MCD $COP

$145M

125 positions

#21NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$JHG $IBM $ETN $MCD

$367M

141 positions

#22CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $IBM $COP

$648M

134 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $ETN

$309M

132 positions

#24Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $ETN $COP

$407M

601 positions

#25ARVEST INVESTMENTS, INC.Passive

Some overlap · 5 shared positions

$JHG $UNIT $USB $LNG $TFC

$733M

199 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.