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 Innova Wealth Partners

13F Portfolio OverlapQ1 2026Innova Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Innova Wealth Partners is an institutional investor managing $244M across 180 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 Innova Wealth Partners are Northwest Financial Advisors, MJP ASSOCIATES /ADV, CORNERSTONE ADVISORS ASSET ,, with shared positions in $JHG, $AGQ, $HUM, $BRZE, $IBM, $ICFI. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive

Notable overlap · 5 shared positions

$JHG $AGQ $HUM $BRZE $IBM

$52M

66 positions

#2MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$JHG $HUM $AGQ $IBM

$824M

231 positions

#3CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$JHG $HUM $ICFI $AGQ $BRZE $IBM

$648M

134 positions

#4New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$JHG $HUM $BRZE $WT $AGQ $BABA

$866M

194 positions

#5Prasad Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $IBM $SLV

$367M

146 positions

#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $AGQ $BRZE $HUM $IBM

$144M

99 positions

#7VIAWEALTH, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $AMGN

$180M

159 positions

#8Aprio Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $HUM $WT

$1.8B

613 positions

#9Advisor OS, LLCPassive

Some overlap · 3 shared positions

$JHG $HUM $AGQ

$1.4B

575 positions

#10Bulwark Capital CorpActive

Some overlap · 3 shared positions

$JHG $HUM $WT

$162M

100 positions

#11Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$JHG $HUM $AGQ $WT

$296M

109 positions

#12Accel Wealth ManagementPassive

Some overlap · 5 shared positions

$JHG $HUM $AGQ $SLV $IBM

$383M

290 positions

#13DAHRING {-} CUSMANO LLCActive

Some overlap · 3 shared positions

$JHG $HUM $SLV

$163M

58 positions

#14Orion Capital Management LLCPassive

Some overlap · 3 shared positions

$JHG $HUM $IBM

$290M

485 positions

#15Fusion Capital, LLCActive

Some overlap · 3 shared positions

$JHG $HUM $AMGN

$371M

104 positions

#16INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 6 shared positions

$JHG $WT $IBM $AMGN $BABA $SLV

$168M

73 positions

#17PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$JHG $AGQ $MSTR $GLW

$97M

109 positions

#18Tower Wealth Partners, Inc.Active

Some overlap · 4 shared positions

$JHG $AGQ $GLW $IBM

$181M

87 positions

#19SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$AGQ $HUM $JHG $WT $SLV

$1.4B

558 positions

#20One Charles Private Wealth Services, LLCActive

Some overlap · 3 shared positions

$JHG $HUM $SLV

$400M

159 positions

#21Ipsen Advisor Group LLCPassive

Some overlap · 4 shared positions

$AGQ $JHG $SLV $AMGN

$143M

104 positions

#22MRWM Advisors, LLCActive

Some overlap · 6 shared positions

$AGQ $HUM $BRZE $IBM $AMGN $WT

$184M

74 positions

#23Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$JHG $AGQ $HUM $ICFI $WT

$905M

310 positions

#24Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $HUM $WT

$589M

590 positions

#25AIFG Consultants Ltd.

Some overlap · 4 shared positions

$JHG $WT $MSTR $SLV

$58M

54 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.