13F Pro

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,, Comprehensive Financial Planning, /PA, Ergawealth Advisors,, with shared positions in $JHG, $BA, $AMGN, $SHW, $WT, $MU. The full ranking of 25 similar funds is below.

#1MARS JEWETT FINANCIAL GROUP, INC.Smart money
Notable overlap · 3 shared positions
$JHG$BA$AMGN
$316M
37 positions
#2Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 5 shared positions
$JHG$SHW$WT$MU$SLV
$144M
387 positions
#3Ergawealth Advisors, Inc.Smart money
Notable overlap · 5 shared positions
$JHG$IBM$SHW$BAC$TMO
$226M
55 positions
#4First Financial Group CorpActive
Notable overlap · 4 shared positions
$JHG$SHW$WT$IBM
$122M
80 positions
#5Three Magnolias Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$JHG$SHW$WT$WFC
$157M
103 positions
#6CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$JHG$WT$AMGN$HPQ$SLV$TMO
$309M
132 positions
#7Accel Wealth ManagementPassive
Notable overlap · 6 shared positions
$JHG$SHW$MU$IBM$INTC$SLV
$383M
290 positions
#8SeaBridge Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$JHG$AMGN$MU$BABA
$591M
188 positions
#9WT Wealth ManagementPassive
Notable overlap · 3 shared positions
$JHG$SHW$WT
$336M
138 positions
#10Symphony Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$JHG$SHW$WT
$195M
99 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$IBM$BA
$367M
141 positions
#12Vista Private Wealth Partners. LLCPassive
Some overlap · 5 shared positions
$JHG$MU$BA$INTC$IBM
$291M
87 positions
#13Fusion Capital, LLCActive
Some overlap · 4 shared positions
$JHG$AMGN$BAC$BA
$371M
104 positions
#14Weaver Consulting GroupPassive
Some overlap · 3 shared positions
$JHG$BA$TMO
$420M
275 positions
#15VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$AMGN$BA$BAC
$180M
159 positions
#16Rise Advisors, LLCActive
Some overlap · 6 shared positions
$JHG$MU$BA$BAC$IBM$AMGN
$284M
94 positions
#17Richmond Investment Services, LLCPassive
Some overlap · 4 shared positions
$JHG$SHW$SE$IREN
$619M
255 positions
#18Mason & Associates IncActive
Some overlap · 3 shared positions
$JHG$SHW$WT
$516M
160 positions
#19Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$SHW$IBM
$155M
128 positions
#20YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$JHG$WT$MU
$248M
125 positions
#21PFS Partners, LLCActive
Some overlap · 4 shared positions
$JHG$MU$IBM$SLV
$218M
590 positions
#22AIFG Consultants Ltd.
Some overlap · 5 shared positions
$JHG$WT$MU$BAC$SLV
$58M
54 positions
#23Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$JHG$AMGN$IBM
$136M
48 positions
#24Welch Financial Planning, LLCActive
Some overlap · 3 shared positions
$BA$WT$SHW
$139M
67 positions
#25Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$WT$MU
$264M
596 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.