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 OverlapQ2 2026Integrity Wealth Solutions portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Integrity Wealth Solutions LLC is an institutional investor managing $271M across 129 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 Integrity Wealth Solutions are NavPoint Financial, Avid Wealth Partners, Argos Wealth Advisors, with shared positions in $GLDM, $IBIT, $DOV, $PLTR, $IAU, $MELI. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Substantial overlap · 6 shared positions

$GLDM $IBIT $DOV $PLTR $IAU $MELI

$270M

74 positions

#2Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$207M

77 positions

#3Argos Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $PLTR $IBIT $CRWD

$378M

224 positions

#4Financial Planning Navigators CORPActive

Notable overlap · 3 shared positions

$GLDM $DOV $PLTR

$267M

70 positions

#5CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $CRWD

$296M

82 positions

#6Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $NEE

$473M

126 positions

#7PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$374M

117 positions

#8ENTREWEALTH, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $CRWD

$270M

140 positions

#9Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $CRWD $NEE

$174M

77 positions

#10Cardinal Strategic Wealth GuidanceActive

Notable overlap · 3 shared positions

$GLDM $PLTR $NEE

$441M

67 positions

#11American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$473M

133 positions

#123EDGE Asset Management, LPActive

Notable overlap · 4 shared positions

$GLDM $DOV $MDY $IAU

$2.2B

94 positions

#13SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$762M

147 positions

#14Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $NEE $MDY

$211M

77 positions

#15Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$180M

73 positions

#16Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $DOV $NEE

$1.4B

543 positions

#17Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$GLDM $CRWD $PLTR $IAU $MELI

$251M

74 positions

#18RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 5 shared positions

$GLDM $IAU $MDY $PLTR $NEE

$581M

172 positions

#19CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$118M

55 positions

#20Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$983M

149 positions

#21Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $IBIT $DOV

$530M

235 positions

#22TLT Family Holdco ULCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $DOV

$704M

9 positions

#23Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $MELI $NEE

$569M

231 positions

#24American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$110M

56 positions

#25Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$115M

76 positions

Compare Integrity Wealth Solutions’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 Integrity Wealth Solutions’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.