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Hedge Funds Similar to Impact Partnership Wealth,

13F Portfolio OverlapQ1 2026Impact Partnership Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Impact Partnership Wealth, LLC is an institutional investor managing $810M across 363 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 Impact Partnership Wealth, are Uptown Financial Advisors, Marathon Strategic Advisors,, Financial Strategies Group,, with shared positions in $GMM, $JHG, $SCHW, $COP, $PGR, $CB. The full ranking of 25 similar funds is below.

#1Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$GMM$JHG$SCHW
$126M
76 positions
#2Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$COP
$139M
52 positions
#3Financial Strategies Group, Inc.Active
Some overlap · 4 shared positions
$GMM$PGR$CB$COF
$598M
101 positions
#4Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$SCHW$FLEX
$284M
41 positions
#5JDM Financial Group LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$GILD
$259M
318 positions
#6BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$OKE$BAH
$900M
124 positions
#7Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$RELX$OKE
$504M
719 positions
#8Zinnia Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$IBIT
$89M
96 positions
#9Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$FLEX$SCHW
$818M
152 positions
#10Tranquilli Financial Advisor LLCPassive
Some overlap · 4 shared positions
$GMM$JHG$SCHW$COP
$171M
132 positions
#11JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$COP$SCHW
$1.2B
819 positions
#12David Kennon IncSmart money
Some overlap · 3 shared positions
$GMM$SCHW$RELX
$279M
41 positions
#13Axos Invest Inc.Smart money
Some overlap · 3 shared positions
$GMM$SCHW$COP
$132M
19 positions
#14Second Line Capital, LLCActive
Some overlap · 3 shared positions
$GMM$JHG$PGR
$528M
185 positions
#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$GMM$OKE$GILD
$182M
106 positions
#16Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$ACN$OKTA$RELX
$2.3B
143 positions
#17CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GMM$JHG$GILD
$1.3B
317 positions
#18Integrated Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$OKTA$IBIT
$237M
62 positions
#19Turning Point Benefit Group, Inc.Active
Some overlap · 4 shared positions
$GMM$BAH$OKTA$VLO
$157M
95 positions
#20Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$COP
$518M
140 positions
#21Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$GMM$JHG$SCHW
$1.1B
284 positions
#22Financial Engines Advisors L.L.C.Active
Some overlap · 5 shared positions
$GMM$SCHW$COP$IBIT$RELX
$49.2B
530 positions
#23Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$COP
$157M
117 positions
#24KWB WealthActive
Some overlap · 5 shared positions
$GMM$JHG$BAH$OKE$IBIT
$1.0B
166 positions
#25Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GMM$JHG$IBIT
$425M
132 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.