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Hedge Funds Similar to INTEGRAL INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026INTEGRAL INVESTMENT ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

INTEGRAL INVESTMENT ADVISORS, INC. is an institutional investor managing $454M across 181 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 INTEGRAL INVESTMENT ADVISORS, are Snider Financial Group, Juno Financial Group, Advantage,, with shared positions in $HUM, $RELX, $PANW, $BAC, $LOW, $KKR. The full ranking of 25 similar funds is below.

#1Snider Financial GroupPassive
Notable overlap · 4 shared positions
$HUM$RELX$PANW$BAC
$331M
102 positions
#2Juno Financial Group LLCActive
Some overlap · 5 shared positions
$HUM$PANW$LOW$KKR$ETN
$255M
70 positions
#3Capital Advantage, Inc.Active
Some overlap · 4 shared positions
$HUM$RELX$KKR$ETN
$765M
145 positions
#4M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$PANW$DIS$ETN
$130M
35 positions
#5STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HUM$HON$DIS$BAC
$547M
180 positions
#6Cascades Capital Asset Management, LLCPassive
Some overlap · 4 shared positions
$HUM$MCD$BAC$LOW
$239M
158 positions
#7Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$DIS$BAC$ETN$KKR
$250M
153 positions
#8WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 4 shared positions
$HUM$ADBE$MCD$KKR
$205M
110 positions
#9Bristlecone Value Partners, LLCPassive
Some overlap · 4 shared positions
$HUM$BAC$LOW$DIS
$114M
68 positions
#10Advisor OS, LLCPassive
Some overlap · 4 shared positions
$HUM$RELX$KKR$MCD
$1.4B
575 positions
#11GreatBanc Trust COActive
Some overlap · 6 shared positions
$HUM$KKR$ETN$MCD$PANW$BAC
$143M
67 positions
#12Fusion Capital, LLCActive
Some overlap · 4 shared positions
$HUM$BAC$KKR$RELX
$371M
104 positions
#13HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$HUM$ARKO$KKR$BAC
$246M
118 positions
#14CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$HUM$MCD$DIS
$184M
66 positions
#15INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 3 shared positions
$HUM$MCD$BAC
$314M
130 positions
#16Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$IBIT$KKR
$163M
55 positions
#17Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$HUM$MCD$LOW
$253M
107 positions
#18Councilmark Asset Management, LLCActive
Some overlap · 3 shared positions
$HUM$DIS$BAC
$174M
85 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$HUM$MCD$KKR
$356M
180 positions
#20Brightwater Advisory LLCActive
Some overlap · 3 shared positions
$HUM$LEN$KKR
$151M
60 positions
#21WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$HUM$LEN$MCD$BAC
$516M
197 positions
#22Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HUM$DIS$KKR
$194M
54 positions
#23Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$HUM$RELX$LOW
$405M
298 positions
#24CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$HUM$MCD$KKR
$105M
80 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$HUM$BAC$KKR
$98M
68 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.