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 Integrity Wealth Solutions

13F Portfolio OverlapQ1 2026Integrity Wealth Solutions portfolio →

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Most similar hedge funds by 13F overlap

Integrity Wealth Solutions LLC is an institutional investor managing $255M across 130 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 Integrity Wealth Solutions are Greenline Partners,, COLLECTIVE FAMILY OFFICE, Ballast Financial Advisors, with shared positions in $AMN, $GLDM, $BRZE, $IAU, $SNOW, $UNIT. The full ranking of 25 similar funds is below.

#1Greenline Partners, LLCActive

Notable overlap · 5 shared positions

$AMN $GLDM $BRZE $IAU $SNOW

$930M

144 positions

#2COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 7 shared positions

$AMN $UNIT $GLDM $BRZE $KKR $DDOG

$489M

161 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$AMN $IAU $UNIT $KKR $BRZE $DHR

$98M

68 positions

#4Upper Left Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $BRZE $GMM $SCHW $SE

$169M

68 positions

#5Apeiron RIA LLCPassive

Notable overlap · 8 shared positions

$AMN $IAU $KKR $DDOG $GLDM $DHR

$431M

204 positions

#6Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 7 shared positions

$AMN $GLDM $UNIT $BRZE $SNOW $SCHW

$718M

278 positions

#7American Investment Services, Inc.Active

Notable overlap · 7 shared positions

$GLDM $IAU $UNIT $DDOG $SCHW $SNOW

$448M

132 positions

#8Zhang Financial LLCActive

Notable overlap · 9 shared positions

$BRZE $KKR $UNIT $IAU $AMN $GLDM

$2.9B

367 positions

#9FIDUCIARY ADVISORS, INC.Active

Notable overlap · 8 shared positions

$AMN $BRZE $KKR $UNIT $DHR $SE

$133M

121 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$BRZE $IAU $KKR $UNIT $SCHW $DHR

$721M

145 positions

#11Plum Street Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $UNIT $DDOG $SNOW

$289M

98 positions

#12WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$AMN $BRZE $DDOG $SCHW $DHR $SNOW

$243M

977 positions

#13Hudson Oak Wealth Advisory LLCActive

Notable overlap · 5 shared positions

$AMN $GLDM $IAU $DDOG $SCHW

$115M

52 positions

#14SAGE RHINO CAPITAL LLCPassive

Notable overlap · 5 shared positions

$AMN $IAU $KKR $DDOG $SNOW

$535M

330 positions

#15Fonville Wealth Management LLCPassive

Notable overlap · 10 shared positions

$AMN $GMM $KKR $SCHW $BRZE $SNOW

$525M

138 positions

#16Parcion Private Wealth LLCPassive

Notable overlap · 3 shared positions

$GLDM $AMN $IAU

$1.6B

435 positions

#17Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$BRZE $AMN $IAU $DDOG $SNOW $DOV

$478M

42 positions

#18Quent Long Short Global Small Cap Fund, LP

Notable overlap · 8 shared positions

$AMN $IAU $GLDM $UNIT $DDOG $SNOW

$1.2B

299 positions

#19Vawter Financial, Ltd.Passive

Notable overlap · 7 shared positions

$AMN $UNIT $IAU $BRZE $SNOW $SCHW

$238M

122 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$BRZE $IAU $UNIT $SCHW $DHR $SNOW

$1.4B

283 positions

#21ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $IAU $DDOG $UNIT $SE

$156M

77 positions

#22Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $GLDM $UNIT

$891M

231 positions

#233EDGE Asset Management, LPSmart money

Notable overlap · 7 shared positions

$GLDM $BRZE $AMN $SE $DOV $UNIT

$2.1B

91 positions

#24Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$BRZE $IAU $KKR $UNIT $SNOW

$149M

70 positions

#25Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$AMN $IAU $SCHW $DHR $DDOG $SNOW

$233M

676 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.