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Hedge Funds Similar to Invst,

13F Portfolio OverlapQ1 2026Invst, portfolio →
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Most similar hedge funds by 13F overlap

Invst, LLC is an institutional investor managing $886M across 336 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 Invst, are Sterling Financial Planning,, Altiora Financial Group,, Disciplined Investments,, with shared positions in $NKE, $SE, $SNOW, $DDOG, $IAU, $PLTR. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$NKE$SE$SNOW$DDOG$IAU
$337M
117 positions
#2Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$NKE$SE$SNOW$DDOG$IAU
$607M
110 positions
#3Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$NKE$SE$DDOG$SNOW$IAU
$279M
141 positions
#4Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$NKE$SNOW$DDOG$SE$IAU
$1.2B
299 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$NKE$SE$SNOW$PLTR$IAU
$525M
138 positions
#6Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$NKE$SNOW$DDOG$PLTR$IAU
$290M
607 positions
#7EP Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$SE$SNOW$DDOG
$20.3B
1,496 positions
#8Foster Group, Inc.Active
Some overlap · 4 shared positions
$NKE$SE$DDOG$PLTR
$3.4B
284 positions
#9Quent Capital, LLCPassive
Some overlap · 5 shared positions
$NKE$SNOW$DDOG$SE$IAU
$1.4B
1,534 positions
#10ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$PLTR
$753M
159 positions
#11FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$NKE$SNOW$PLTR$RL$IAU
$754M
345 positions
#12VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$346M
118 positions
#13Savant Capital, LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$SE
$20.7B
1,500 positions
#14Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$228M
72 positions
#15Apella Capital, LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$6.7B
685 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$1.1B
121 positions
#17Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$117M
74 positions
#18SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 3 shared positions
$NKE$SE$EQX
$3.0B
126 positions
#19KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$398M
100 positions
#20Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$NKE$SE$PLTR
$1.1B
244 positions
#21Journey Beyond Wealth, LLCSmart money
Some overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$116M
29 positions
#22EnRich Financial Partners LLCActive
Some overlap · 4 shared positions
$NKE$DDOG$SNOW$IAU
$377M
64 positions
#23RF&L WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$134M
52 positions
#24Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$NKE$DDOG$PLTR$IAU
$354M
138 positions
#25Modera Wealth Management, LLCActive
Some overlap · 4 shared positions
$NKE$SE$SNOW$DDOG
$8.3B
635 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.