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Hedge Funds Similar to Innova Wealth Partners

13F Portfolio OverlapQ3 2026Innova Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Innova Wealth Partners is an institutional investor managing $256M across 183 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Innova Wealth Partners are Adams Asset Advisors, Northwest Quadrant Wealth, Stone Summit Wealth, with shared positions in $CMI, $AMGN, $BMY, $PEP, $PM, $ASML. The full ranking of 25 similar funds is below.

#1Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$CMI$AMGN$BMY$PEP
$984M
94 positions
#2Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CMI$PM$AMGN$PEP
$540M
77 positions
#3Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$CMI$BMY$PEP$AMGN
$370M
137 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$CMI$ASML$PEP$AMGN
$1.3B
73 positions
#5UNITED BANKActive
Some overlap · 4 shared positions
$CMI$AMGN$DOV$PEP
$853M
130 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$AMGN$DOV$PEP
$170M
121 positions
#7Integras Partners LLCPassive
Some overlap · 3 shared positions
$CMI$AMGN$BMY
$181M
100 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$AMGN$ASML$MAIN
$710M
193 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$231M
125 positions
#10Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$271M
91 positions
#11Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$814M
61 positions
#12CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$CMI$DOV$PEP
$6.9B
64 positions
#13OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$CMI$DOV$PEP
$501M
276 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CMI$PM$PEP
$233M
122 positions
#15Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$CMI$PM$PEP
$894M
60 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$BMY$PEP
$2.2B
70 positions
#17MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$MSTR$CMI$BMY$ASML
$378M
343 positions
#18Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$CMI$ASML$PEP
$451M
29 positions
#19ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$460M
220 positions
#20Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$CMI$ASML$PEP
$203M
203 positions
#21Bellars Harris Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CMI$DY$BMY
$491M
96 positions
#22Wealth Group, Ltd.Passive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$401M
106 positions
#23PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$401M
106 positions
#24Midwest Professional Planners, LTD.Passive
Some overlap · 3 shared positions
$CMI$ASML$MAIN
$510M
131 positions
#25Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$CMI$AMGN$PEP
$316M
157 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.