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Hedge Funds Similar to INSTRUMENTAL WEALTH,

13F Portfolio OverlapQ1 2026INSTRUMENTAL WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

INSTRUMENTAL WEALTH, LLC is an institutional investor managing $198M across 89 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 INSTRUMENTAL WEALTH, are Hillcrest Wealth Advisors - NY,, Foundation Wealth ,, MONEYWISE,, with shared positions in $CTVA, $SNOW, $AMD, $PLTR, $KO, $UNH. The full ranking of 25 similar funds is below.

#1Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$CTVA$SNOW$AMD
$247M
51 positions
#2Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$CTVA$SNOW$PLTR
$148M
44 positions
#3MONEYWISE, INC.Passive
Some overlap · 3 shared positions
$CTVA$SNOW$KO
$229M
82 positions
#4Idaho Trust CoPassive
Some overlap · 3 shared positions
$CTVA$SNOW$AMD
$308M
97 positions
#5InvesTrustPassive
Some overlap · 3 shared positions
$SNOW$CTVA$KO
$238M
91 positions
#6DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 4 shared positions
$SNOW$CTVA$UNH$PLTR
$383M
77 positions
#7OFS Enterprise LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$LEN
$340M
94 positions
#8Oldfather Financial Services, LLC
Some overlap · 3 shared positions
$SNOW$CTVA$LEN
$336M
98 positions
#9Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$CTVA$SNOW$LEN
$114M
63 positions
#10VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$AMD
$346M
118 positions
#11LOWERY THOMAS, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$SHW
$175M
55 positions
#12Zhang Financial LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$SYK
$2.9B
367 positions
#13Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$CTVA$KO$LEN
$47.8B
191 positions
#14True North Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$CTVA$SYK
$877M
245 positions
#15Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$UNH
$607M
110 positions
#16Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SNOW$CTVA$KO$UNH
$398M
88 positions
#17TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$CTVA$SNOW$UNH
$13.1B
563 positions
#18Finley Financial, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$AMD
$214M
107 positions
#19LUTS & GREENLEIGH GROUP, INCActive
Some overlap · 4 shared positions
$SNOW$CTVA$SYK$KO
$126M
89 positions
#20BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$SNOW$FBTC$KO$PLTR
$402M
108 positions
#21Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$CTVA$SHW
$289M
44 positions
#22MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SNOW$KO$SHW$AMD
$508M
88 positions
#23ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNOW$SYK$SPXX$PLTR
$197M
204 positions
#24Fortis Group Advisors, LLCPassive
Some overlap · 5 shared positions
$CTVA$SNOW$SHW$UNH$PLTR
$605M
582 positions
#25NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$SNOW$KO$UNH$SHW$PLTR
$247M
71 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.