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Hedge Funds Similar to INVICTUS PRIVATE WEALTH

13F Portfolio OverlapQ2 2026INVICTUS PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

INVICTUS PRIVATE WEALTH, LLC is an institutional investor managing $1.9B across 86 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 INVICTUS PRIVATE WEALTH are Camarda Financial Advisors, Legal Advantage Investments, PROMETHIUM ADVISORS, with shared positions in $BA, $JBL, $MAR, $TJX, $SCHW, $PLTR. The full ranking of 25 similar funds is below.

#1Camarda Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$BA$JBL$MAR$TJX
$331M
122 positions
#2Legal Advantage Investments, Inc.Active
Slight overlap · 4 shared positions
$BA$SCHW$PLTR$IDXX
$285M
77 positions
#3PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 4 shared positions
$BA$NDAQ$MAR$TJX
$208M
122 positions
#4FAGAN ASSOCIATES, INC.Active
Slight overlap · 3 shared positions
$BA$SCHW$PLTR
$813M
137 positions
#5Garde Capital, Inc.Active
Slight overlap · 3 shared positions
$BA$SCHW$PLTR
$2.2B
224 positions
#6Brevan Howard Capital Management LPPassive
Slight overlap · 3 shared positions
$BA$SCHW$PLTR
$13.5B
2,030 positions
#7Fusion Capital, LLCActive
Slight overlap · 3 shared positions
$BA$SCHW$BHP
$430M
112 positions
#8Jones Kertz & Associates, Inc.Active
Slight overlap · 3 shared positions
$BA$JBL$MAR
$217M
66 positions
#9AGP FRANKLIN, LLCPassive
Slight overlap · 4 shared positions
$BA$PLTR$TJX$AFL
$231M
93 positions
#10Silphium Asset Management LtdSmart money
Slight overlap · 3 shared positions
$BA$JBL$TJX
$297M
55 positions
#11CITIZENS & NORTHERN CORPActive
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$438M
117 positions
#12TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$165M
247 positions
#13Live Oak Private Wealth LLCPassive
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$800M
211 positions
#14Canandaigua National Trust Co of Florida
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$125M
108 positions
#15Xcel Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$419M
140 positions
#16HORIZON BANCORP INC /IN/Active
Slight overlap · 3 shared positions
$BA$SCHW$TJX
$213M
197 positions
#17KRAEMATON INVESTMENT ADVISORS, INCPassive
Slight overlap · 4 shared positions
$BA$PLTR$IDXX$AFL
$134M
103 positions
#18Fairbanks Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BA$PLTR$NDAQ
$169M
48 positions
#19IFC & Insurance Marketing, Inc.Active
Slight overlap · 3 shared positions
$BA$PLTR$MAR
$114M
78 positions
#20Financial Gravity Companies, Inc. (FGCO)Passive
Slight overlap · 3 shared positions
$BA$PLTR$MAR
$616M
1,040 positions
#21Henson-Edgewater Management, LLCActive
Slight overlap · 3 shared positions
$BA$PLTR$TJX
$192M
66 positions
#22FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$BA$PLTR$TJX
$153M
65 positions
#23MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$BA$PLTR$TJX
$645M
134 positions
#24PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$BA$PLTR$TJX
$219M
125 positions
#25B. Riley Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$BA$PLTR$TJX
$1.9B
914 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.