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 Invera Wealth Advisors,

13F Portfolio OverlapQ1 2026Invera Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Invera Wealth Advisors, LLC is an institutional investor managing $156M across 98 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 Invera Wealth Advisors, are Comprehensive Financial Consultants Institutional,, GDS Wealth, Nemes Rush Group, with shared positions in $JCI, $GEV, $CMI, $AMD, $ETN, $MPC. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$JCI $GEV $CMI $AMD $ETN $MPC

$337M

193 positions

#2GDS Wealth ManagementActive

Notable overlap · 9 shared positions

$LRCX $TT $TJX $GEV $AMD $ALL

$1.7B

200 positions

#3Nemes Rush Group LLCPassive

Notable overlap · 10 shared positions

$LRCX $JCI $TT $ETN $ALL $CB

$1.1B

944 positions

#4Bowman & Co S.C.

Notable overlap · 13 shared positions

$TT $ETN $MPC $JCI $CB $TJX

$237M

118 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 11 shared positions

$JCI $CMI $ETN $TT $MPC $CB

$419M

144 positions

#6Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$LRCX $TT $TJX $CME $UNP

$231M

63 positions

#7CrossGen Wealth, LLCPassive

Notable overlap · 10 shared positions

$TJX $JCI $ETN $MPC $CB $CME

$114M

200 positions

#8Phoenix Wealth AdvisorsActive

Notable overlap · 10 shared positions

$JCI $CMI $ETN $MPC $CB $CME

$253M

126 positions

#9Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$JCI $ETN $MPC $CB $CMI $CME

$208M

58 positions

#10Tulsa Wealth Advisors, INCActive

Notable overlap · 12 shared positions

$ETN $MPC $JCI $CB $CME $DRI

$570M

150 positions

#11Scissortail Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $CME $UNP

$498M

115 positions

#12Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $TJX $CME

$601M

149 positions

#13Saturna Capital CORPActive

Notable overlap · 6 shared positions

$TJX $TT $JCI $AMD $ETN $APD

$7.1B

148 positions

#14RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$LRCX $TJX $ALL $ETN $CB $NXPI

$3.7B

111 positions

#15CINCINNATI INSURANCE COActive

Notable overlap · 4 shared positions

$LRCX $CMI $TJX $APD

$6.6B

63 positions

#16Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$TJX $TT $GEV $NXPI $UNP

$465M

81 positions

#17Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $CME $MSI

$224M

71 positions

#18Winthrop Partners - WNY, LLCPassive

Notable overlap · 9 shared positions

$JCI $ETN $MPC $CB $CME $UNP

$188M

87 positions

#19FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 4 shared positions

$TJX $TT $ICE $NXPI

$102M

56 positions

#20Cartenna Capital, LPPassive

Notable overlap · 4 shared positions

$LRCX $TT $ETN $MSI

$2.7B

47 positions

#21WD RUTHERFORD LLCPassive

Notable overlap · 5 shared positions

$CMI $TJX $AMD $GEV $LRCX

$225M

71 positions

#22Running Oak Capital LLCPassive

Notable overlap · 7 shared positions

$TJX $ICE $ETN $DRI $IQV $STE

$741M

55 positions

#23MEYER HANDELMAN COActive

Notable overlap · 6 shared positions

$TT $ALL $ETN $MPC $GEV $TJX

$3.2B

220 positions

#24McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$LRCX $AMD $CMI $CME $IQV

$885M

121 positions

#25Stiles Financial Services IncPassive

Some overlap · 5 shared positions

$LRCX $AMD $TJX $CMI $CME

$327M

177 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.