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 Intelligent Financial Strategies

13F Portfolio OverlapQ1 2026Intelligent Financial Strategies portfolio →

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Most similar hedge funds by 13F overlap

Intelligent Financial Strategies is an institutional investor managing $192M across 62 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 Intelligent Financial Strategies are Orcam Financial Group, Financial Symmetry, Global Endowment ,, with shared positions in $DOV, $BRZE, $COP, $MKL, $MCD, $AMN. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money

Substantial overlap · 4 shared positions

$DOV $BRZE $COP $MKL

$141M

62 positions

#2Financial Symmetry IncSmart money

Substantial overlap · 4 shared positions

$DOV $BRZE $MCD $AMN

$281M

63 positions

#3Global Endowment Management, LPActive

Notable overlap · 3 shared positions

$DOV $BRZE $PHYS

$896M

126 positions

#4Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $BRZE $COP

$153M

73 positions

#5Long Island Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$DOV $COP $HUM $HSY $MKL

$216M

89 positions

#6Prentice Wealth Management LLCActive

Notable overlap · 4 shared positions

$DOV $HUM $MCD $KO

$443M

117 positions

#7Compass Advisory Group LLCActive

Notable overlap · 5 shared positions

$DOV $COP $HUM $HSY $MKL

$374M

86 positions

#8CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 3 shared positions

$DOV $HUM $BRZE

$6.3B

64 positions

#9Permanent Capital Management, LPActive

Notable overlap · 3 shared positions

$DOV $UNP $KO

$643M

155 positions

#10THREADGILL FINANCIAL, LLCActive

Notable overlap · 4 shared positions

$DOV $COP $MKL $KO

$344M

44 positions

#11Alta Advisers LtdActive

Notable overlap · 5 shared positions

$DOV $MKL $AMAT $PM $KO

$276M

206 positions

#12Rakuten Investment Management, Inc.Smart money

Notable overlap · 4 shared positions

$DOV $BRZE $COP $KO

$49.2B

464 positions

#13BRANDYWINE TRUST COSmart money

Notable overlap · 4 shared positions

$DOV $PM $KO $MDLZ

$552M

31 positions

#14Zhang Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $COP $AMN

$2.9B

367 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $DOV $HUM $MKL $MDY

$269M

506 positions

#16Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $HUM $MKL

$151M

54 positions

#17Sageworth Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DOV $MDY

$2.3B

172 positions

#18McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$BRZE $HUM $COP $AMAT

$192M

27 positions

#19FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $COP

$264M

25 positions

#20HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 5 shared positions

$DOV $COP $BRZE $MCD $KO

$187M

72 positions

#21American National Bank of TexasActive

Notable overlap · 7 shared positions

$DOV $MDY $UNP $MCD $PM $KO

$105M

57 positions

#22Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $HUM $COP $MDY $UNP

$92M

82 positions

#23White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $HUM $COP $MKL $PM

$721M

145 positions

#24Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$BRZE $COP $DOV $HUM $MKL $AMAT

$578M

118 positions

#25Trellis Wealth Advisors LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $DOV $AMN

$263M

47 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.