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 Integrity Financial /WA

13F Portfolio OverlapQ1 2026Integrity Financial /WA portfolio →

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Most similar hedge funds by 13F overlap

Integrity Financial Corp /WA is an institutional investor managing $201M across 292 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 Integrity Financial /WA are Ascension Advisors,, Financially in Tune,, MWA Asset, with shared positions in $CNS, $BTSG, $BTC, $IBM, $WT, $HUM. The full ranking of 25 similar funds is below.

#1Ascension Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$CNS $BTSG $BTC $IBM

$318M

82 positions

#2Financially in Tune, LLCActive

Some overlap · 4 shared positions

$CNS $WT $HUM $IBM

$116M

77 positions

#3MWA Asset ManagementPassive

Some overlap · 6 shared positions

$C $DELL $DE $WT $MS $BAC

$182M

154 positions

#4Compass Financial Services IncActive

Some overlap · 6 shared positions

$BTSG $WT $HUM $MS $DE $SLV

$231M

56 positions

#5Centennial Wealth Advisory LLCPassive

Some overlap · 4 shared positions

$BTSG $WT $SLV $IBM

$413M

160 positions

#6Benson Wealth Management INCPassive

Some overlap · 5 shared positions

$BTSG $GBTC $BTC $SLV $HEI

$73M

354 positions

#7FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$BRO $HEI $RSG

$4.5B

92 positions

#8LifeWealth Investments, LLCPassive

Some overlap · 5 shared positions

$HEI $BTC $WT $SLV $BTSG

$335M

141 positions

#9Accel Wealth ManagementPassive

Some overlap · 6 shared positions

$DE $SLV $MS $HUM $INTC $IBM

$383M

290 positions

#10XML Financial, LLCPassive

Some overlap · 5 shared positions

$CNS $WT $MS $BAC $IBM

$1.2B

421 positions

#11Private Wealth Asset Management, LLCPassive

Some overlap · 4 shared positions

$CNS $DE $SLV $IBM

$935M

923 positions

#12Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$C $DELL $WT $MS $BAC

$175M

152 positions

#13REAP Financial Group, LLCPassive

Some overlap · 5 shared positions

$HEI $GBTC $BTC $WT $BAC

$507M

533 positions

#14IMG Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$BTSG $SLV $HUM $IBM

$157M

506 positions

#15Chancellor Financial Group WB LPPassive

Some overlap · 5 shared positions

$C $HEI $DE $HUM $BAC

$141M

140 positions

#16Westbourne Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$BRO $C $MS $BAC

$343M

115 positions

#17One Charles Private Wealth Services, LLCActive

Some overlap · 5 shared positions

$GBTC $BTC $SLV $HUM $BAC

$400M

159 positions

#18Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$BTSG $WT $SLV

$201M

1,043 positions

#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Slight overlap · 5 shared positions

$C $DE $WT $HUM $IBM

$184M

66 positions

#20BOURGEON CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$CNS $C $BAC

$578M

108 positions

#21BlueCrest Capital Management LtdPassive

Slight overlap · 3 shared positions

$BTSG $C $BAC

$1.7B

231 positions

#22Capital Asset Advisory Services LLCActive

Slight overlap · 4 shared positions

$BTSG $WT $BAC $MS

$2.6B

299 positions

#23Hickory Point Bank & TrustPassive

Slight overlap · 5 shared positions

$C $WT $RSG $DE $BAC

$152M

456 positions

#24CERTUITY, LLCPassive

Slight overlap · 5 shared positions

$C $WT $MS $BAC $INTC

$1.5B

659 positions

#25Stratos Investment Management, LLCPassive

Slight overlap · 5 shared positions

$C $WT $DELL $MS $BAC

$2.5B

371 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.