What hedge funds are most similar to InTrack Investment Management Inc?

The funds with the most similar 13F portfolios to InTrack Investment Management Inc are SHUTTLEWORTH &, ASSOCIATES /NY/, CONNORS INVESTOR SERVICES, based on overlapping conviction holdings in the latest SEC filings.

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 InTrack Investment

13F Portfolio OverlapQ1 2026InTrack Investment portfolio →

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Most similar hedge funds by 13F overlap

InTrack Investment Management Inc is an institutional investor managing $202M across 110 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 InTrack Investment are SHUTTLEWORTH &, ASSOCIATES /NY/, CONNORS INVESTOR SERVICES, with shared positions in $MCK, $PLTR, $AMAT, $ETN, $EQIX, $WM. The full ranking of 25 similar funds is below.

#1SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$MCK $PLTR $AMAT $ETN $EQIX $WM

$111M

52 positions

#2CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$PANW $PLTR $MCK $AMAT $NEE $APO

$60M

36 positions

#3CONNORS INVESTOR SERVICES INCActive

Notable overlap · 7 shared positions

$PLTR $CB $ETN $PANW $DUK $WM

$1.1B

149 positions

#4Callahan Advisors, LLCPassive

Notable overlap · 8 shared positions

$CB $AMAT $MCD $NEE $SYK $FTNT

$1.2B

177 positions

#5COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 5 shared positions

$NKE $PLTR $DHR $NEE $CB

$97M

56 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$MCK $DUK $WM $MCD $SNOW $SPG

$353M

78 positions

#7DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$CB $DHR $ETN $SYK $XYZ $FTNT

$117M

106 positions

#8Left Brain Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $MCK $CB $WM $AMAT

$255M

79 positions

#9Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$MCK $DUK $WM $SNOW $MCD $SPG

$272M

95 positions

#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MCK $CB $DUK $WM $MCD $NEE

$970M

154 positions

#11Family Legacy, Inc.Passive

Notable overlap · 6 shared positions

$NKE $AMAT $DUK $SNOW $WM $LOW

$333M

124 positions

#12Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MCK $ETN $NEE $SYK $WM $LOW

$336M

46 positions

#13Greater Midwest Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MCK $PANW $ETN $NEE $FTNT

$186M

65 positions

#14BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$C $PANW $ETN $DHR $XYZ

$578M

108 positions

#15Rockline Wealth Management, LLCActive

Notable overlap · 6 shared positions

$PLTR $WM $MCD $NEE $PANW $LOW

$460M

108 positions

#16MIDDLETON & CO INC/MAActive

Notable overlap · 6 shared positions

$PANW $EQIX $DHR $NEE $ETN $SYK

$877M

164 positions

#17Carroll Investors, IncActive

Notable overlap · 4 shared positions

$PANW $PLTR $SNOW $NEE

$187M

31 positions

#18SFE Investment CounselPassive

Notable overlap · 6 shared positions

$PANW $NEE $ETN $DHR $AMAT $LOW

$635M

143 positions

#19Family Legacy Financial Solutions, LLCActive

Notable overlap · 5 shared positions

$PANW $WM $DHR $SYK $DUK

$124M

44 positions

#20Belleair Asset Management, LLCPassive

Notable overlap · 5 shared positions

$NKE $NEE $WM $LOW $DUK

$110M

77 positions

#21Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$C $CB $DUK $NEE $LOW

$9.8B

213 positions

#22Mirova US LLCActive

Notable overlap · 5 shared positions

$PANW $WM $DHR $NEE $LOW

$8.8B

42 positions

#23Glass Jacobson Investment Advisors llcPassive

Notable overlap · 5 shared positions

$NKE $NEE $DHR $SNOW $PLTR

$290M

607 positions

#24ARGENT CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$AMAT $ETN $DHR $NEE $FTNT $APO

$3.2B

158 positions

#25AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$PANW $AMAT $ETN $NEE $C

$1.4B

114 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.