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Hedge Funds Similar to Insight Advisors, / PA

13F Portfolio OverlapQ1 2026Insight Advisors, / PA portfolio →
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Most similar hedge funds by 13F overlap

Insight Advisors, LLC/ PA is an institutional investor managing $525M across 243 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 Insight Advisors, / PA are Lauer Wealth,, NVWM,, CFO, with shared positions in $WT, $AMD, $MAR, $PLTR, $WFC, $PANW. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$WT$AMD$MAR$PLTR
$126M
67 positions
#2NVWM, LLCPassive
Some overlap · 5 shared positions
$WT$AMD$WFC$PANW$MS
$449M
747 positions
#3CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMD$MAR$WT$PLTR$PANW
$121M
104 positions
#4Ausdal Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$WT$AMD$PHYS$PLTR$PANW$MAR
$2.3B
985 positions
#5CERTUITY, LLCPassive
Some overlap · 6 shared positions
$WT$INTC$WFC$PHYS$MS$MAR
$1.5B
659 positions
#6North Forty Two & Co.Passive
Some overlap · 4 shared positions
$WT$MAR$INTC$WFC
$108M
97 positions
#7Mason & Associates IncActive
Some overlap · 4 shared positions
$WT$AMD$PLTR$MS
$516M
160 positions
#8McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$WT$AMD$PLTR$MS
$885M
121 positions
#9HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WT$MAR$WFC$MS
$293M
166 positions
#10Ethos Capital Management, Inc.Active
Some overlap · 4 shared positions
$AMD$MAR$INTC$PLTR
$117M
56 positions
#11SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$AMD$INTC$WFC$PLTR$TROW
$1.3B
158 positions
#12GPS Wealth Strategies Group, LLC
Some overlap · 4 shared positions
$WT$MAR$PLTR$AMD
$117M
582 positions
#13IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$AMD$PLTR$PANW
$446M
95 positions
#14FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$AMD$PHYS$MS
$313M
158 positions
#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$MAR$UNIT$PLTR
$595M
360 positions
#16HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$AMD$MAR$PLTR$MS$PANW
$909M
112 positions
#17ACORN CREEK CAPITAL LLCActive
Some overlap · 4 shared positions
$WT$MAR$AMD$MS
$280M
84 positions
#18PeakShares LLCPassive
Some overlap · 4 shared positions
$AMD$MAR$PLTR$PANW
$109M
116 positions
#19OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$AMD$INTC$PLTR$PANW$MS
$7.6B
347 positions
#20Harbour Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$WT$INTC$PHYS$AMD
$133M
89 positions
#21CPWA, LLCPassive
Some overlap · 4 shared positions
$WT$INTC$AMD$UNIT
$84M
90 positions
#22VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$WT$MAR$WFC
$301M
176 positions
#23Family Legacy Financial Solutions, LLCActive
Some overlap · 3 shared positions
$WT$AMD$PANW
$124M
44 positions
#24GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WT$AMD$PANW
$109M
70 positions
#25Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$WT$MAR$PLTR$MS
$144M
387 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.