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Hedge Funds Similar to IAMS WEALTH ,

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

IAMS WEALTH MANAGEMENT, LLC is an institutional investor managing $332M across 190 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 IAMS WEALTH , are Brookmont, Hilton ,, EDGAR LOMAX /VA, with shared positions in $AZN, $USB, $UPS, $GILD, $WFC, $AJG. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 15 shared positions
$AZN$USB$UPS$GILD$WFC$AJG
$179M
59 positions
#2Hilton Capital Management, LLCActive
Some overlap · 8 shared positions
$USB$AZN$COP$JHG$MCD$BAC
$1.3B
129 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$USB$GILD$WFC$COP$CCZ$ABT
$1.4B
56 positions
#4PCB Capital LLCPassive
Some overlap · 6 shared positions
$UPS$APP$USB$WFC$SHEL$COP
$63M
101 positions
#5EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$UPS$USB$WFC$SHEL$PNC
$5.1B
71 positions
#6BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$USB$HON$SHEL$COP$ABT$BAC
$199M
110 positions
#7SCHULHOFF & CO INCPassive
Some overlap · 7 shared positions
$USB$ABT$HON$PNC$MCD$UPS
$243M
133 positions
#8Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$UPS$MCD$WFC$ABT$PNC$BAC
$170M
82 positions
#9DMKC Advisory Services, LLCPassive
Some overlap · 6 shared positions
$USB$WFC$SHEL$ABT$BAC$OTIS
$240M
84 positions
#10Allied Investment Advisors, LLCActive
Some overlap · 6 shared positions
$USB$WFC$SHEL$ABT$BAC$OTIS
$697M
100 positions
#11HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$USB$HON$COP$MCD$BAC$AZN
$1.5B
477 positions
#12Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$UPS$USB$COP$CCZ$ABT
$139M
62 positions
#13MCDONALD PARTNERS LLCPassive
Some overlap · 6 shared positions
$HON$COP$LHX$GILD$JHG$BAC
$424M
208 positions
#14BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 6 shared positions
$WFC$SHEL$AJG$CCZ$PNC$BAC
$14.1B
186 positions
#15HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LHX$SHEL$COP$JHG$ABT$UPS
$184M
101 positions
#16TOWNSQUARE CAPITAL LLCPassive
Some overlap · 6 shared positions
$WFC$UPS$USB$SHEL$APP$COP
$444M
252 positions
#17Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$USB$GILD$HON$COP$MCD
$1.4B
211 positions
#18DAVIS-REA LTD.Passive
Some overlap · 6 shared positions
$SNPS$MCD$ABT$PNC$BAC$OTIS
$384M
54 positions
#19CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 6 shared positions
$WFC$COP$HON$GILD$USB$BAC
$203M
151 positions
#20DCM Advisors, LLCActive
Some overlap · 6 shared positions
$WFC$COP$MCD$CCZ$USB$BAC
$220M
38 positions
#21Larry Mathis Financial Planning, LLCPassive
Some overlap · 7 shared positions
$WFC$MCD$SHEL$BAC$COP$UPS
$112M
156 positions
#22Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 5 shared positions
$AZN$USB$SHEL$JHG$SNPS
$192M
70 positions
#23CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$USB$AZN$HON$CCZ$PNC
$2.2B
145 positions
#24CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 4 shared positions
$SNPS$APP$USB$MCD
$1.1B
189 positions
#25KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Some overlap · 6 shared positions
$AJG$COP$GILD$SHEL$ABT$AZN
$4.6B
505 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.