13F Pro

Hedge Funds Similar to Invariant Investment

13F Portfolio OverlapQ1 2026Invariant Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Invariant Investment Management is an institutional investor managing $171M across 68 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 Invariant Investment are Cauble & Harre Wealth ,, Unison Advisors, ENZI WEALTH, with shared positions in $AMN, $ADBE, $ORLY, $PHYS, $EOG, $COP. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$AMN$ADBE$ORLY$PHYS
$126M
74 positions
#2Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$EOG$COP
$1.3B
175 positions
#3ENZI WEALTHActive
Notable overlap · 3 shared positions
$AMN$MO$PM
$288M
71 positions
#4CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$COP$AMAT
$334M
70 positions
#5Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$COP$PHYS
$369M
70 positions
#6RW Investment Management LLCActive
Notable overlap · 3 shared positions
$AMN$COP$LOW
$1.0B
113 positions
#7Bare Financial Services, IncPassive
Notable overlap · 4 shared positions
$AMN$COP$PPL$AMAT
$378M
1,730 positions
#8SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$HSY$AMAT
$566M
73 positions
#9Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$PM$LOW
$1.8B
209 positions
#10Private Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$AMN$ORLY$AMAT
$381M
1,426 positions
#11Wheelhouse Advisory Group LLCActive
Notable overlap · 4 shared positions
$AMN$PM$HSY$MO
$302M
51 positions
#12SPWM Advisors LLCPassive
Notable overlap · 5 shared positions
$AMN$__PARK_1390777$PM$COP$AMAT
$115M
93 positions
#13Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$MO$PM
$379M
67 positions
#14BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$AMAT$KLAC
$510M
85 positions
#15Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$MO$AMAT
$133M
66 positions
#16ORRSTOWN FINANCIAL SERVICES INCActive
Notable overlap · 3 shared positions
$AMN$COP$AMAT
$597M
117 positions
#17CORRECT CAPITAL WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$AMN$DPZ$NTAP
$536M
109 positions
#18CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$AMN$ORLY$COP
$293M
1,255 positions
#19Stephens Consulting, LLC
Notable overlap · 3 shared positions
$AMN$MO$COP
$309M
476 positions
#20Alliance Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$__PARK_1390777$PM$PPL$TDG
$228M
158 positions
#21Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$AMN$COP$AMAT
$234M
126 positions
#22ABLE Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMN$KLAC$DPZ
$511M
206 positions
#23Tillman Hartley LLCActive
Some overlap · 3 shared positions
$AMN$COP$PM
$398M
88 positions
#24Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMN$MO$GWW
$168M
121 positions
#25CoreFirst Bank & TrustPassive
Some overlap · 5 shared positions
$AMN$LOW$CL$MO$COP
$189M
290 positions

Compare Invariant Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Invariant Investment’s holdings

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.