13F Pro

Hedge Funds Similar to INTEGRATED WEALTHCARE,

13F Portfolio OverlapQ1 2026INTEGRATED WEALTHCARE, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

INTEGRATED WEALTHCARE, LLC is an institutional investor managing $120M across 28 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 INTEGRATED WEALTHCARE, are 25, Topsail Wealth ,, Verus Financial Partners,, with shared positions in $BRZE, $DDOG, $UNIT. The full ranking of 25 similar funds is below.

#125 LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$324M
69 positions
#2Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$678M
294 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$1.1B
121 positions
#4SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$103M
37 positions
#5Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$162M
56 positions
#6Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$199M
45 positions
#7Vanguard National Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$1.6B
751 positions
#8VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$25.5B
668 positions
#9White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$UNIT$DDOG
$721M
145 positions
#10Downshift Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$UNIT$DDOG
$193M
77 positions
#11Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$255M
49 positions
#12Tenon Financial LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$255M
54 positions
#13Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$167M
92 positions
#14PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BRZE$UNIT$DDOG
$1.4B
283 positions
#15GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$BRZE$UNIT$DDOG
$128M
42 positions
#16Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$476M
78 positions
#17Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$607M
110 positions
#18CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 3 shared positions
$BRZE$UNIT$DDOG
$532M
162 positions
#19Wealthspire Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$UNIT$DDOG
$12.7B
932 positions
#20GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$2.8B
853 positions
#21THEORY FINANCIAL LLCPassive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$285M
94 positions
#22Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$255M
130 positions
#23Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$473M
582 positions
#24San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$BRZE$DDOG$UNIT
$604M
175 positions
#25Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DDOG$BRZE$UNIT
$354M
138 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.