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 Ipsen Advisor Group

13F Portfolio OverlapQ1 2026Ipsen Advisor Group portfolio →

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Most similar hedge funds by 13F overlap

Ipsen Advisor Group LLC is an institutional investor managing $143M across 104 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 Ipsen Advisor Group are Walser Wealth Company, A Ltd Liability, Private Harbour Investment & Counsel,, MAINSTAY /ADV, with shared positions in $SLV, $JHG, $AAAU, $MS, $GFI, $IAU. The full ranking of 25 similar funds is below.

#1Walser Wealth Management Company, A Ltd Liability CoActive

Notable overlap · 5 shared positions

$SLV $JHG $AAAU $MS $GFI

$223M

187 positions

#2Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$SLV $IAU $AGQ

$91M

36 positions

#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$SLV $IAU $OKE $WM $AMGN

$1.3B

143 positions

#4Corecam AGActive

Notable overlap · 4 shared positions

$SLV $GSAT $LMT $BMY

$117M

59 positions

#5PFS Partners, LLCActive

Notable overlap · 3 shared positions

$SLV $JHG $MS

$218M

590 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$SLV $IAU $JHG $AMGN $TXN $MS

$477M

70 positions

#7Generation Capital Management LLCPassive

Notable overlap · 4 shared positions

$AGQ $JHG $IAU $AAAU

$137M

74 positions

#8IAM Advisory, LLCActive

Notable overlap · 8 shared positions

$AGQ $GSAT $WM $AMGN $LMT $TXN

$446M

95 positions

#9Deane Retirement Strategies, Inc.Passive

Notable overlap · 6 shared positions

$AGQ $IAU $NOW $LMT $TXN $EOG

$249M

57 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$SLV $AGQ $WM

$153M

96 positions

#11BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 4 shared positions

$SLV $IAU $AGQ $MS

$402M

108 positions

#12Ariadne Wealth Management, LPPassive

Notable overlap · 3 shared positions

$SLV $IAU $BMY

$223M

248 positions

#13O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 5 shared positions

$SLV $HSY $WM $LMT $OKE

$124M

55 positions

#14Williams & Novak, LLCPassive

Notable overlap · 6 shared positions

$SLV $NOW $MS $TXN $IAU $HSY

$134M

143 positions

#15Briaud Financial Planning, IncActive

Notable overlap · 5 shared positions

$SLV $IAU $ADI $AMGN $LMT

$381M

38 positions

#16Chicago Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$SLV $GFI $MS

$251M

59 positions

#17Fielder Capital Group LLCPassive

Notable overlap · 4 shared positions

$GSAT $IAU $AGQ $SLV

$459M

290 positions

#18Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$AGQ $SLV $IAU

$130M

96 positions

#19Buck Wealth Strategies, LLCActive

Notable overlap · 7 shared positions

$JHG $MS $SRE $WM $AMGN $LMT

$810M

166 positions

#20Lake Hills Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GFI $GSAT $SLV $LMT

$179M

62 positions

#21MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $AGQ $IAU $LMT $MS

$144M

99 positions

#22VIAWEALTH, LLCPassive

Some overlap · 4 shared positions

$AGQ $JHG $AMGN $TXN

$180M

159 positions

#23Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$JHG $IAU $HSY $GSAT $AGQ $SLV

$154M

545 positions

#24DDFG, IncActive

Some overlap · 5 shared positions

$GSAT $SLV $MS $AMGN $NOW

$464M

86 positions

#25Twelve Points Wealth Management LLCPassive

Some overlap · 6 shared positions

$SLV $MS $IAU $OKE $EOG $TXN

$455M

200 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.