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Hedge Funds Similar to INSIGNEO ADVISORY SERVICES,

13F Portfolio OverlapQ1 2026INSIGNEO ADVISORY SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

INSIGNEO ADVISORY SERVICES, LLC is an institutional investor managing $1.4B across 745 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 INSIGNEO ADVISORY SERVICES, are Ethos ,, Encompass More Asset, RoundAngle Advisors, with shared positions in $TT, $AMD, $MU, $PLTR, $HON, $SLV. The full ranking of 25 similar funds is below.

#1Ethos Capital Management, Inc.Active
Some overlap · 5 shared positions
$TT$AMD$MU$PLTR$HON
$117M
56 positions
#2Encompass More Asset ManagementPassive
Some overlap · 6 shared positions
$SLV$IBIT$MU$WT$USB$PLTR
$597M
251 positions
#3RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$SLV$IBIT$PLTR$USB$WT
$134M
60 positions
#4RIA Advisory Group LLCPassive
Some overlap · 5 shared positions
$SLV$PSLV$IBIT$PLTR$USB
$421M
145 positions
#5Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$SLV$IBIT$PLTR$USB$WT
$164M
104 positions
#6Belvedere Trading LLCActive
Some overlap · 5 shared positions
$SLV$IBIT$AMD$PLTR$WT
$84.4B
731 positions
#7IronBridge Private Wealth, LLCActive
Some overlap · 5 shared positions
$SLV$AMD$PLTR$HON$USB
$310M
45 positions
#8IMC-Chicago, LLCPassive
Some overlap · 7 shared positions
$IBIT$PSLV$AMD$MU$PLTR$DIA
$278.4B
5,950 positions
#9Pettinga Financial Advisors LLCPassive
Some overlap · 5 shared positions
$SLV$IBIT$PSLV$DIA$USB
$531M
147 positions
#10Kiker Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SLV$PSLV$PLTR$USB$WT
$209M
132 positions
#11Optiver Holding B.V.Active
Some overlap · 5 shared positions
$SLV$AMD$MU$PLTR$DIA
$289.5B
2,301 positions
#12Walser Wealth Management Company, A Ltd Liability CoActive
Some overlap · 4 shared positions
$SLV$IBIT$PSLV$MU
$223M
187 positions
#13Verde Capital ManagementActive
Some overlap · 4 shared positions
$SLV$IBIT$PLTR$USB
$468M
69 positions
#14Exit Wealth Advisors, LLC.Active
Some overlap · 5 shared positions
$SLV$PSLV$IBIT$WT$BRZE
$195M
131 positions
#15Grand Central Investment GroupActive
Some overlap · 4 shared positions
$SLV$PSLV$IBIT$USB
$135M
44 positions
#16CTC LLCActive
Some overlap · 4 shared positions
$SLV$AMD$MU$PLTR
$217.2B
112 positions
#17Harvest Investment Services, LLCPassive
Some overlap · 4 shared positions
$SLV$PSLV$PLTR$WT
$547M
346 positions
#18RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$SLV$IBIT$PLTR$AMD
$132M
85 positions
#19Broussard Financial Group LLCActive
Some overlap · 4 shared positions
$SLV$IBIT$USB$WT
$125M
29 positions
#20PEAK6 LLCPassive
Some overlap · 4 shared positions
$SLV$MU$PLTR$AMD
$42.6B
2,630 positions
#21NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 4 shared positions
$SLV$PSLV$USB$BRZE
$149M
55 positions
#22Hyposwiss Advisors SAPassive
Some overlap · 4 shared positions
$SLV$IBIT$WT$BRZE
$101M
112 positions
#23truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$SLV$PLTR$DIA$WT
$97M
49 positions
#24Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$SLV$MU$USB$WT
$134M
143 positions
#25Independent Wealth Network Inc.Passive
Some overlap · 4 shared positions
$SLV$PLTR$USB$WT
$337M
301 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.