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Hedge Funds Similar to Intelligent Financial Strategies

13F Portfolio OverlapQ2 2026Intelligent Financial Strategies portfolio →
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Most similar hedge funds by 13F overlap

Intelligent Financial Strategies is an institutional investor managing $208M across 60 U.S. equity positions as of Q2 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 Sageworth, Highland Investment Advisors, HOGE FINANCIAL SERVICES, with shared positions in $DOV, $MDY, $CMI, $MCD, $PM, $PHYS. The full ranking of 25 similar funds is below.

#1Sageworth Trust CoActive
Substantial overlap · 3 shared positions
$DOV$MDY$CMI
$2.5B
127 positions
#2Highland Investment Advisors LLCPassive
Substantial overlap · 5 shared positions
$DOV$MCD$PM$PHYS$MDLZ
$229M
734 positions
#3HOGE FINANCIAL SERVICES, LLCActive
Substantial overlap · 4 shared positions
$DOV$MCD$PEP$AXP
$209M
83 positions
#4Rakuten Investment Management, Inc.Smart money
Substantial overlap · 3 shared positions
$DOV$PEP$PM
$34.6B
467 positions
#5BRANDYWINE TRUST COSmart money
Substantial overlap · 3 shared positions
$DOV$PM$MDLZ
$621M
33 positions
#6American National Bank of TexasActive
Substantial overlap · 6 shared positions
$DOV$MDY$UNP$MCD$PM$CL
$110M
56 positions
#73EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$MDY$PHYS
$2.2B
94 positions
#8TSG Advice Partners, LLC
Notable overlap · 5 shared positions
$DOV$MDY$MCD$PEP$PM
$667M
135 positions
#9Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$DOV$MDY$MCD
$548M
126 positions
#10Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$IDXX
$89M
418 positions
#11Wealth Management NebraskaSmart money
Notable overlap · 5 shared positions
$DOV$UNP$PM$MDLZ$AXP
$1.1B
106 positions
#12PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$DOV$MCD$PEP$AXP
$216M
110 positions
#13Heritage Investment Group, Inc.Active
Notable overlap · 3 shared positions
$DOV$UNP$AXP
$744M
135 positions
#14Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$MDY$MCD$AXP
$568M
133 positions
#15Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$PM
$585M
139 positions
#16Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$UNP$CMI
$151M
58 positions
#17Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$HSY$CMI
$336M
121 positions
#18Newton One Investments LLCActive
Notable overlap · 5 shared positions
$DOV$MDY$MCD$PEP$PM
$397M
146 positions
#19HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$RSG
$285M
1,293 positions
#2049 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$PHYS
$524M
189 positions
#21ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$PHYS
$525M
190 positions
#22AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$MCD$PM
$832M
230 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$DOV$MDY$MET$AXP
$418M
232 positions
#24Addison Capital CoActive
Notable overlap · 4 shared positions
$DOV$PEP$PM$MDLZ
$610M
184 positions
#25Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$UNP$CL
$1.1B
791 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.