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 Independence Wealth Advisors

13F Portfolio OverlapQ2 2026Independence Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Independence Wealth Advisors, LLC is an institutional investor managing $199M across 85 U.S. equity positions as of Q2 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 Tranquilli Financial Advisor, CRUX WEALTH ADVISORS, Keystone Financial Services, with shared positions in $BKNG, $SCHW, $PM, $ELV, $ADI, $WFC. The full ranking of 25 similar funds is below.

#1Tranquilli Financial Advisor LLCPassive

Substantial overlap · 17 shared positions

$BKNG $SCHW $PM $ELV $ADI $WFC

$186M

135 positions

#2CRUX WEALTH ADVISORSPassive

Substantial overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $ADI $IQV

$289M

192 positions

#3Keystone Financial ServicesActive

Notable overlap · 15 shared positions

$BKNG $SCHW $PM $ADI $ELV $WFC

$388M

131 positions

#4Oregon Pacific Wealth Management, LLCActive

Notable overlap · 13 shared positions

$BKNG $SCHW $PM $IQV $ELV $COR

$108M

114 positions

#5SPWM Advisors LLCActive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$108M

90 positions

#6FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 14 shared positions

$BKNG $PM $SCHW $ADI $WFC $NVS

$355M

257 positions

#7Voya Financial Advisors, Inc.Smart money

Notable overlap · 16 shared positions

$PM $SCHW $BKNG $ELV $IQV $WFC

$1.1B

208 positions

#8ProVise Management Group, LLCPassive

Notable overlap · 14 shared positions

$PM $SCHW $BKNG $ADI $WFC $NVS

$1.5B

282 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$BKNG $SCHW $PM $ELV $IQV $WFC

$143M

104 positions

#10Meriwether Wealth & Planning, LLCActive

Notable overlap · 12 shared positions

$BKNG $SCHW $ELV $ADI $NVS $GD

$222M

872 positions

#11Trajan Wealth LLCActive

Notable overlap · 8 shared positions

$BKNG $PM $IQV $ELV $COR $GD

$2.6B

152 positions

#12One Wealth Map LLCActive

Notable overlap · 8 shared positions

$SCHW $BKNG $STT $IQV $ELV $DIS

$220M

106 positions

#13CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 10 shared positions

$PM $ADI $SCHW $WFC $NVS $GD

$857M

179 positions

#14Unique Wealth Strategies, LLCPassive

Notable overlap · 12 shared positions

$BKNG $PM $ADI $GD $ELV $BDX

$273M

222 positions

#15HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $IQV $ELV $WFC $STT $COP

$75.4B

162 positions

#16Cullen Capital Management, LLCActive

Notable overlap · 9 shared positions

$PM $NVS $GD $COP $BDX $MDT

$10.2B

208 positions

#17Van Diest Capital, LLCPassive

Notable overlap · 8 shared positions

$SCHW $BKNG $PM $WFC $ELV $ADI

$112M

176 positions

#18Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 9 shared positions

$PM $BKNG $WFC $SCHW $COP $BDX

$1.0B

499 positions

#19Investment Research & Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$SCHW $PM $IQV $BKNG $GD

$337M

333 positions

#20Peoples Bank/KSPassive

Notable overlap · 7 shared positions

$ELV $COR $ADI $WFC $NVS $GD

$103M

97 positions

#21Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$BKNG $PM $IQV $BDX $QCOM

$468M

68 positions

#22KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$SCHW $PM $COP $MDT $UL $QCOM

$198M

97 positions

#23Giverny Capital Inc.Active

Some overlap · 4 shared positions

$BKNG $SCHW $ADI $DIS

$3.0B

51 positions

#24Glassy Mountain Advisors, Inc.Passive

Some overlap · 5 shared positions

$BKNG $IQV $NVS $GD $DIS

$366M

76 positions

#25YACKTMAN ASSET MANAGEMENT LPActive

Some overlap · 5 shared positions

$SCHW $STT $ELV $COP $DIS

$8.1B

74 positions

Compare Independence Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Independence Wealth Advisors’s holdings

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.