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Hedge Funds Similar to Independence Wealth Advisors,

13F Portfolio OverlapQ1 2026Independence Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Independence Wealth Advisors, LLC is an institutional investor managing $188M across 90 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 Independence Wealth Advisors, are Oregon Pacific Wealth ,, Dundas Partners LLP, Cohen ,, with shared positions in $TMO, $BKNG, $SCHW, $AMAT, $PM, $IQV. The full ranking of 25 similar funds is below.

#1Oregon Pacific Wealth Management, LLCPassive
Some overlap · 13 shared positions
$TMO$BKNG$SCHW$AMAT$PM$IQV
$96M
105 positions
#2Dundas Partners LLPActive
Some overlap · 5 shared positions
$TMO$BKNG$AMAT$ADI$CRM
$1.3B
49 positions
#3Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$TMO$SCHW$AMAT$NVS$CRM
$644M
154 positions
#4FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$TMO$SCHW$AMAT$ADI$CRM
$21.4B
109 positions
#5Phraction Management LLCActive
Some overlap · 5 shared positions
$TMO$AMAT$PM$WFC$ADI
$483M
65 positions
#6SUMMITRY LLCPassive
Some overlap · 6 shared positions
$TMO$SCHW$COR$WFC$SBUX$CRM
$2.3B
266 positions
#7Aventura Private Wealth, LLCPassive
Some overlap · 5 shared positions
$TMO$BKNG$COP$WFC$ADI
$273M
904 positions
#8SPWM Advisors LLCPassive
Some overlap · 14 shared positions
$BKNG$SCHW$AMAT$PM$IQV$ELV
$115M
93 positions
#9Longview Partners (Guernsey) LTDActive
Some overlap · 4 shared positions
$TMO$BKNG$IQV$CRM
$7.1B
25 positions
#10Mill Capital Management, LLCActive
Some overlap · 6 shared positions
$TMO$BKNG$PM$WFC$CRM$CCZ
$1.3B
130 positions
#11CALEDONIA INVESTMENTS PLCSmart money
Some overlap · 3 shared positions
$TMO$SCHW$PM
$856M
15 positions
#12Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$TMO$AMAT$DIS$ADI$GD
$910M
56 positions
#13R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$TMO$PM$COP$WFC
$130M
45 positions
#14Prota Financial, LLCActive
Some overlap · 4 shared positions
$TMO$AMAT$REGN$CRM
$138M
67 positions
#15Fullerton Advisors, LLCActive
Some overlap · 3 shared positions
$TMO$SCHW$COP
$97M
53 positions
#16DKRT Investments Corp.Active
Some overlap · 4 shared positions
$TMO$ELV$DIS$WFC
$395M
48 positions
#17Liontrust Investment Partners LLPActive
Some overlap · 3 shared positions
$TMO$BKNG$SCHW
$6.7B
204 positions
#18Voya Financial Advisors, Inc.Active
Some overlap · 13 shared positions
$SCHW$AMAT$BKNG$PM$IQV$ELV
$1.0B
209 positions
#19Van Diest Capital, LLCPassive
Some overlap · 12 shared positions
$BKNG$SCHW$AMAT$PM$IQV$ELV
$127M
190 positions
#20CRUX WEALTH ADVISORSPassive
Some overlap · 12 shared positions
$BKNG$SCHW$AMAT$PM$IQV$ELV
$261M
181 positions
#21WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$TMO$PM$DIS
$1.9B
188 positions
#22Veritas Asset Management LLPActive
Some overlap · 4 shared positions
$TMO$ELV$PM$CRM
$5.9B
21 positions
#23D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$TMO$SCHW$DIS$ADI
$11.2B
44 positions
#24ECOFI INVESTISSEMENTS SAPassive
Some overlap · 3 shared positions
$TMO$IQV$CRM
$55M
36 positions
#25Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$TMO$PM$IQV
$108M
74 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.