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Hedge Funds Similar to IRONWOOD WEALTH

13F Portfolio OverlapQ2 2026IRONWOOD WEALTH portfolio →
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Most similar hedge funds by 13F overlap

IRONWOOD WEALTH MANAGEMENT, INC. is an institutional investor managing $237M across 21 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IRONWOOD WEALTH are Gladwyn Financial Advisors, STALEY ADVISERS, Strategic Planning, with shared positions in $VZ, $DD, $CTVA, $DOW, $COP. The full ranking of 8 similar funds is below.

#1Gladwyn Financial Advisors, Inc.Active
Slight overlap · 4 shared positions
$VZ$DD$CTVA$DOW
$160M
82 positions
#2STALEY CAPITAL ADVISERS INCActive
Slight overlap · 3 shared positions
$VZ$CTVA$DOW
$2.6B
193 positions
#3Strategic Planning, Inc.
Slight overlap · 3 shared positions
$VZ$CTVA$DOW
$199M
54 positions
#4Econ Financial Services CorpPassive
Slight overlap · 3 shared positions
$VZ$COP$DOW
$214M
72 positions
#5ADAMS NATURAL RESOURCES FUND, INC.Smart money
Slight overlap · 3 shared positions
$DD$CTVA$COP
$763M
51 positions
#6Red Mountain Financial, LLCPassive
Slight overlap · 3 shared positions
$DD$CTVA$DOW
$119M
82 positions
#7FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$DD$CTVA$DOW
$1.2B
180 positions
#8Entruity Wealth, LLCActive
Slight overlap · 3 shared positions
$DD$CTVA$DOW
$155M
54 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.