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 INVENIO WEALTH PARTNERS

13F Portfolio OverlapQ1 2026INVENIO WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

INVENIO WEALTH PARTNERS LLC is an institutional investor managing $252M 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 INVENIO WEALTH PARTNERS are TopTier Wealth ,, Team Financial Group,, Oxinas Partners Wealth, with shared positions in $WT, $SNOW, $ET, $KLAC, $GE, $OKTA. The full ranking of 25 similar funds is below.

#1TopTier Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$WT $SNOW $ET $KLAC

$163M

795 positions

#2Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $SNOW $GE

$220M

273 positions

#3Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $OKTA $MU

$219M

145 positions

#4IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $GILD $AMD $HON

$446M

95 positions

#5Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $ET $C

$136M

85 positions

#6RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $ET $GILD

$247M

57 positions

#7Fiduciary Planning LLCActive

Substantial overlap · 4 shared positions

$WT $MU $BAC $HON

$331M

76 positions

#8Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $MU $AMD

$126M

67 positions

#9Morton Capital Management LLC/CASmart money

Substantial overlap · 3 shared positions

$WT $HON $ET

$672M

139 positions

#10Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $PM $AMD

$501M

68 positions

#11Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $SNOW $HON

$491M

147 positions

#12Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $PM

$3.2B

481 positions

#13Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $SNOW $GILD $BAC

$313M

138 positions

#14Legacy Financial Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $MU $GE $BAC

$715M

404 positions

#15SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $GE $MU

$1.0B

415 positions

#16Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $SNOW $AMD

$132M

378 positions

#17ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $GE

$524M

258 positions

#18WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $PM $BAC

$115M

117 positions

#19Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $OKTA $SNOW $AMD

$443M

239 positions

#20OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $ET $AMD

$215M

159 positions

#21Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $C $AMD

$311M

40 positions

#22Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $GILD $BAC

$66M

55 positions

#23Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $KLAC $GILD

$2.3B

390 positions

#24Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $BAC

$188M

174 positions

#25Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $OKTA

$491M

137 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.