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Hedge Funds Similar to Intergy Private Wealth,

13F Portfolio OverlapQ1 2026Intergy Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Intergy Private Wealth, LLC is an institutional investor managing $433M across 147 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 Intergy Private Wealth, are rebel Financial, Financial Futures Ltd Liability, McCartney Wealth, with shared positions in $AMN, $MUFG, $SNOW, $SE, $SCHW, $DDOG. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive
Notable overlap · 4 shared positions
$AMN$MUFG$SNOW$SE
$231M
65 positions
#2Financial Futures Ltd Liability Co.Active
Notable overlap · 8 shared positions
$AMN$SNOW$SCHW$DDOG$DIA$IBM
$228M
72 positions
#3McCartney Wealth Management LLCActive
Notable overlap · 5 shared positions
$AMN$SNOW$DOV$MUFG$NEE
$119M
65 positions
#4Andrews Advisory Associates, LLCActive
Notable overlap · 5 shared positions
$AMN$SNOW$DOV$SCHW$NEE
$190M
82 positions
#5Passive Capital Management, LLC.Active
Some overlap · 5 shared positions
$AMN$SNOW$SCHW$DDOG$PM
$335M
104 positions
#6Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$SE
$525M
138 positions
#7Frankly Finances, LLCActive
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$DOV
$110M
64 positions
#8Tillman Hartley LLCActive
Some overlap · 5 shared positions
$AMN$SNOW$SCHW$DOV$PM
$398M
88 positions
#9WealthCollab, LLCPassive
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$DDOG
$243M
977 positions
#10Burk Holdings LLCPassive
Some overlap · 6 shared positions
$AMN$SNOW$SCHW$DDOG$DIA$IBM
$233M
676 positions
#11DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$NEE
$249M
92 positions
#12Austin Asset Management Co IncSmart money
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$NEE
$608M
85 positions
#13DBK Financial Counsel, LLCActive
Some overlap · 3 shared positions
$AMN$SNOW$SCHW
$132M
59 positions
#14Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$AMN$SCHW$DDOG
$745M
219 positions
#15Lantern Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$AMN$SNOW$SCHW$DOV$NEE$MS
$195M
174 positions
#16RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$AMN$DIA$SCHW$IBM
$350M
53 positions
#17Beta Wealth Group, Inc.Passive
Some overlap · 4 shared positions
$AMN$DIA$SNOW$MS
$242M
112 positions
#18Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SNOW$DOV$SCHW$DDOG$MS
$313M
119 positions
#19GREENUP STREET WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AMN$SNOW$SCHW
$710M
127 positions
#20Heritage Financial Services, LLC
Some overlap · 5 shared positions
$AMN$SNOW$DDOG$IBM$NEE
$1.2B
126 positions
#21Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$AMN$SNOW$SE$DDOG
$181M
94 positions
#22ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AMN$SNOW$SCHW$MS
$197M
204 positions
#23Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$AMN$DOV$SE$NEE
$1.1B
244 positions
#24High Probability Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$SNOW$DDOG$NEE
$781M
67 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$DIA$SCHW$PNC
$186M
163 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.