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Hedge Funds Similar to Independent Wealth Network

13F Portfolio OverlapQ1 2026Independent Wealth Network portfolio →
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Most similar hedge funds by 13F overlap

Independent Wealth Network Inc. is an institutional investor managing $337M across 301 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 Independent Wealth Network are Williams & Novak,, Eagle Strategies, Prospect Financial Services, with shared positions in $SLV, $DHR, $WT, $IAU, $CRM, $USB. The full ranking of 25 similar funds is below.

#1Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$SLV$DHR$WT$IAU$CRM$USB
$134M
143 positions
#2Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$WT$IAU$SNOW
$837M
258 positions
#3Prospect Financial Services LLCPassive
Some overlap · 6 shared positions
$SLV$KKR$PLTR$WT$ET$USB
$164M
104 positions
#4Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$DHR$IAU$USB
$130M
96 positions
#5truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$SLV$KKR$WT$PLTR
$97M
49 positions
#6RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$SLV$PLTR$WT$USB$SNOW
$134M
60 positions
#7Harvest Investment Services, LLCPassive
Some overlap · 4 shared positions
$SLV$PLTR$WT$CASY
$547M
346 positions
#8MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 6 shared positions
$SLV$OKTA$WT$SAN$IAU$USB
$147M
52 positions
#9VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$GMM$DHR$PLTR
$814M
348 positions
#10Baer Investment Advisory LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$GMM$DHR$PLTR
$814M
348 positions
#11CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 6 shared positions
$SLV$WT$SAN$IAU$KKR$USB
$149M
96 positions
#12Glass Jacobson Investment Advisors llcPassive
Some overlap · 7 shared positions
$KKR$OKTA$DHR$PLTR$IAU$SNOW
$290M
607 positions
#13ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$SLV$WT$PLTR$SNOW
$753M
159 positions
#14BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$SLV$IAU$PLTR$SNOW$DHR
$402M
108 positions
#15Broussard Financial Group LLCActive
Some overlap · 4 shared positions
$SLV$WT$IAU$USB
$125M
29 positions
#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$SLV$WT$IAU$USB
$1.3B
143 positions
#17JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$SLV$GMM$DHR$SNOW$ET
$205M
139 positions
#18Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$SLV$WT$GMM$DHR
$153M
96 positions
#19Kiker Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SLV$WT$PLTR$USB
$209M
132 positions
#20VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$SLV$KKR$GMM
$11.8B
55 positions
#21Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$SLV$SAN$IAU$PLTR
$414M
694 positions
#22Hyposwiss Advisors SAPassive
Some overlap · 4 shared positions
$SLV$KKR$WT$IAU
$101M
112 positions
#23Tandem Financial, LLCPassive
Some overlap · 4 shared positions
$SLV$SAN$SNOW$USB
$314M
98 positions
#24Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$SLV$WT$SAN$USB
$163M
123 positions
#25Cornerstone Planning Group LLCPassive
Some overlap · 4 shared positions
$SLV$WT$SNOW$IAU
$749M
1,818 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.