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Hedge Funds Similar to IAMS WEALTH

13F Portfolio OverlapQ3 2026IAMS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

IAMS WEALTH MANAGEMENT, LLC is an institutional investor managing $342M across 184 U.S. equity positions as of Q3 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, POTOMAC FUND, DAVIS-REA LTD., with shared positions in $GILD, $WFC, $LHX, $AJG, $ABT, $Q. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 15 shared positions
$GILD$WFC$LHX$AJG$ABT$Q
$176M
64 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 16 shared positions
$SNPS$WFC$GILD$ADI$SHEL$AZN
$4.0B
109 positions
#3DAVIS-REA LTD.Active
Some overlap · 5 shared positions
$SNPS$WFC$ABT$PNC$MCD
$379M
41 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$GILD$UPS$ABT$PNC$USB
$161M
62 positions
#5Carlson Capital, L.P.Passive
Some overlap · 5 shared positions
$UPS$WFC$SNPS$MCD$PM
$494M
74 positions
#6Covington Investment Advisors Inc.Active
Some overlap · 6 shared positions
$SNPS$PNC$LHX$MCD$COP$ABT
$774M
73 positions
#7SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WFC$ABT$GILD$UPS$PM$WM
$298M
133 positions
#8EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$UPS$WFC$PNC$SHEL$USB
$5.2B
76 positions
#9Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$UPS$GILD$ABT$AZN$PM
$526M
89 positions
#10Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$GILD$UPS$LHX$ABT$PNC
$202M
58 positions
#11HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LHX$ABT$SHEL$COP$UPS$WM
$194M
108 positions
#12Parrish Capital LLCPassive
Some overlap · 5 shared positions
$GILD$LHX$AZN$SHEL$PM
$103M
84 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$UPS$WFC$COP$USB$PM
$3.3B
229 positions
#14KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Some overlap · 7 shared positions
$AJG$COP$GILD$WM$SHEL$ABT
$4.8B
548 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$GILD$WFC$ABT$COP$USB
$1.3B
58 positions
#16Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$UPS$PNC$MCD$WFC$ABT
$181M
81 positions
#17WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$GILD$LHX$ABT$COP$ADI
$377M
44 positions
#18PCB Capital LLCPassive
Some overlap · 5 shared positions
$UPS$WFC$SHEL$USB$PM
$82M
114 positions
#19Phillips Wealth Planners LLCPassive
Some overlap · 6 shared positions
$PNC$MCD$AZN$WFC$PM$ABT
$136M
217 positions
#20Midway Capital Research & ManagementActive
Some overlap · 5 shared positions
$SNPS$Q$MCD$ADI$WM
$118M
50 positions
#21Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNPS$WFC$ADI$COP
$520M
106 positions
#22Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$AJG$ABT$ADI$USB$PM$MCD
$449M
45 positions
#23NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$WFC$ABT$PNC$SHEL$USB
$863M
131 positions
#24CONNING INC.Passive
Some overlap · 5 shared positions
$GILD$ABT$PNC$MCD$USB
$3.3B
327 positions
#25Winning Points Advisors, LLCActive
Some overlap · 5 shared positions
$UPS$MCD$WFC$ABT$PM
$76M
42 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.