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Hedge Funds Similar to Intergy Private Wealth

13F Portfolio OverlapQ2 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 Q2 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 XY Planning Network, eCIO, RAFFA WEALTH, with shared positions in $DOV, $MUFG, $STT, $PM, $MS, $MO. The full ranking of 25 similar funds is below.

#1XY Planning Network, Inc.Passive
Some overlap · 7 shared positions
$DOV$MUFG$STT$PM$MS$MO
$797M
340 positions
#2eCIO, Inc.Smart money
Some overlap · 3 shared positions
$MUFG$DOV$DUK
$356M
46 positions
#3RAFFA WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$ASML
$793M
1,591 positions
#4Torren Management, LLCActive
Some overlap · 3 shared positions
$MUFG$HBAN$SNDK
$197M
948 positions
#5Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$STT
$59.1B
675 positions
#6Noble Wealth Partners LLCPassive
Some overlap · 4 shared positions
$DOV$MUFG$PM$MO
$115M
76 positions
#7HILLTOP WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$DUK
$202M
74 positions
#8Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$PNC$PM$NEE$DUK
$212M
171 positions
#9Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$STT$ASML
$137M
88 positions
#10TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$MUFG$PNC$MS
$15.0B
617 positions
#11Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$DOV$STT
$829M
163 positions
#12Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MUFG$STT$NEE
$186M
101 positions
#13HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DOV$PNC$NEE$MO
$209M
83 positions
#14Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$STT$PM$MS
$397M
146 positions
#15Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$NVS$MO$SNDK
$478M
102 positions
#16Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$STT$PM$DUK
$166M
570 positions
#17SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$MS
$10.6B
485 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$ASML$DUK
$832M
230 positions
#19Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$DOV$MS$ASML$MO
$336M
121 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$PM$MO$DUK
$1.2B
127 positions
#21Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$1.3B
248 positions
#22Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$PNC$NEE
$1.5B
648 positions
#23Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$NVS$PM
$637M
125 positions
#24Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MUFG$STT$PM
$311M
341 positions
#25BRANDYWINE TRUST COSmart money
Some overlap · 4 shared positions
$DOV$PM$MO$NEE
$621M
33 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.