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Hedge Funds Similar to INTEGRITY WEALTH ADVISORS

13F Portfolio OverlapQ1 2026INTEGRITY WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

INTEGRITY WEALTH ADVISORS, INC. is an institutional investor managing $168M across 73 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 WEALTH ADVISORS are MARS JEWETT FINANCIAL GROUP, Ategra, Hedges Asset, with shared positions in $BA, $AMGN, $WFC, $EIX, $BP, $BABA. The full ranking of 25 similar funds is below.

#1MARS JEWETT FINANCIAL GROUP, INC.Smart money
Some overlap · 3 shared positions
$BA$AMGN$WFC
$494M
46 positions
#2Ategra Capital Management, LLCActive
Some overlap · 3 shared positions
$BA$EIX$WFC
$222M
24 positions
#3Hedges Asset Management LLCPassive
Some overlap · 3 shared positions
$BA$BP$WFC
$152M
108 positions
#4Sather Financial Group IncActive
Some overlap · 3 shared positions
$BA$AMGN$WFC
$1.7B
121 positions
#5Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$AMGN$WFC$BABA
$330M
73 positions
#6Capula Management LtdActive
Some overlap · 3 shared positions
$BA$AMGN$BABA
$28.0B
700 positions
#7LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$BP$WFC
$325M
188 positions
#8SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$BP$WFC
$3.2B
40 positions
#9WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BA$AMGN$WFC
$575M
82 positions
#10KWMG, LLCPassive
Some overlap · 3 shared positions
$AMGN$BA$EIX
$1.4B
153 positions
#11Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$BA$WFC
$223M
81 positions
#12American State Bank (Iowa)Passive
Some overlap · 3 shared positions
$AMGN$BA$WFC
$247M
139 positions
#13LAM GROUP, INC.Active
Some overlap · 3 shared positions
$BA$AMGN$WFC
$201M
139 positions
#14Retirement Planning Co of New England, Inc.Passive
Some overlap · 3 shared positions
$BA$WFC$BABA
$278M
260 positions
#15CADINHA & CO LLCActive
Some overlap · 3 shared positions
$BA$AMGN$WFC
$675M
107 positions
#16Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$BA$AMGN$WFC
$142M
106 positions
#17Navigoe, LLCPassive
Slight overlap · 3 shared positions
$AMGN$BA$EIX
$191M
1,224 positions
#18Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 3 shared positions
$AMGN$BA$WFC
$1.0B
765 positions
#19Vista Private Wealth Partners. LLC
Slight overlap · 3 shared positions
$BA$AMGN$WFC
$306M
89 positions
#20WFA of San Diego, LLCPassive
Slight overlap · 3 shared positions
$AMGN$BA$WFC
$122M
94 positions
#21Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$AMGN$EIX$WFC
$334M
127 positions
#22Tudor Financial Inc.Passive
Slight overlap · 3 shared positions
$AMGN$WFC$SLV
$222M
152 positions
#23North Forty Two & Co.Passive
Slight overlap · 3 shared positions
$AMGN$WFC$SLV
$118M
104 positions
#24Kelsey Financial, LLCActive
Slight overlap · 3 shared positions
$AMGN$WFC$SLV
$132M
65 positions
#25Aegis Wealth Management LLCPassive
Slight overlap · 3 shared positions
$AMGN$BP$WFC
$213M
160 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.