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 INVICTUS PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026INVICTUS PRIVATE WEALTH, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

INVICTUS PRIVATE WEALTH, LLC is an institutional investor managing $1.6B across 85 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 INVICTUS PRIVATE WEALTH, are FAGAN ASSOCIATES,, Daybright Advisory Services,, LAM GROUP,, with shared positions in $BA, $SCHW, $PLTR, $IBM, $MAR, $RBLX. The full ranking of 25 similar funds is below.

#1FAGAN ASSOCIATES, INC.Passive

Slight overlap · 4 shared positions

$BA $SCHW $PLTR $IBM

$719M

135 positions

#2Daybright Advisory Services, Inc.Active

Slight overlap · 7 shared positions

$SCHW $PLTR $MAR $RBLX $IBM $KKR

$361M

133 positions

#3LAM GROUP, INC.Passive

Slight overlap · 4 shared positions

$BA $SCHW $MAR $IBM

$182M

136 positions

#4Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$BA $SCHW $MAR $HSY

$186M

163 positions

#5Glenview Trust CoActive

Slight overlap · 4 shared positions

$BA $SCHW $KO $IBM

$6.4B

500 positions

#6Bedell Frazier Investment Counselling, LLCPassive

Slight overlap · 4 shared positions

$BA $SCHW $KO $IBM

$495M

128 positions

#7Raab & Moskowitz Asset Management LLCPassive

Slight overlap · 5 shared positions

$BA $MAR $KO $KKR $TJX

$450M

187 positions

#8Mengis Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$BA $SCHW $IBM $HSY

$581M

212 positions

#9TOWER TRUST & INVESTMENT CoPassive

Slight overlap · 4 shared positions

$BA $SCHW $KO $TJX

$152M

208 positions

#10CITIZENS & NORTHERN CORPPassive

Slight overlap · 4 shared positions

$BA $SCHW $KO $TJX

$401M

119 positions

#11Fusion Capital, LLCActive

Slight overlap · 4 shared positions

$BA $SCHW $KKR $BHP

$371M

104 positions

#12Lexington Hill Partners, LLCActive

Slight overlap · 4 shared positions

$BA $SCHW $PLTR $KO

$177M

78 positions

#13CMH Wealth Management LLCPassive

Slight overlap · 4 shared positions

$BA $SCHW $HSY $TJX

$583M

113 positions

#14KRAEMATON INVESTMENT ADVISORS, INCPassive

Slight overlap · 4 shared positions

$BA $PLTR $MAR $KKR

$123M

99 positions

#15V. M. MANNING & CO., INC.

Slight overlap · 4 shared positions

$BA $PLTR $KO $IBM

$99M

54 positions

#16Core Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$BA $PLTR $KO $IBM

$215M

180 positions

#17Thoma Capital Management LLCSmart money

Slight overlap · 4 shared positions

$BA $PLTR $KO $IBM

$169M

55 positions

#18GABLES CAPITAL MANAGEMENT INC.Passive

Slight overlap · 4 shared positions

$BA $PLTR $KO $KKR

$236M

472 positions

#19Bay Rivers GroupPassive

Slight overlap · 3 shared positions

$BA $SCHW $PLTR

$240M

109 positions

#20Brevan Howard Capital Management LPPassive

Slight overlap · 3 shared positions

$BA $SCHW $PLTR

$11.3B

2,114 positions

#21Legal Advantage Investments, Inc.Passive

Slight overlap · 3 shared positions

$BA $SCHW $PLTR

$194M

79 positions

#22HANOVER ADVISORS INCActive

Slight overlap · 6 shared positions

$SCHW $PLTR $MAR $KO $KKR $HSY

$246M

118 positions

#23Emergent Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$BA $PLTR $IBM $KKR

$169M

125 positions

#24MADDEN SECURITIES CorpPassive

Slight overlap · 4 shared positions

$BA $PLTR $IBM $MSTR

$333M

113 positions

#25Yoffe Investment Management, LLCPassive

Slight overlap · 4 shared positions

$BA $MAR $KO $IBM

$78M

111 positions

Compare INVICTUS PRIVATE WEALTH,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View INVICTUS PRIVATE WEALTH,’s holdings

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.