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Hedge Funds Similar to Independence Asset Advisors,

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

Independence Asset Advisors, LLC is an institutional investor managing $384M across 25 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 Asset Advisors, are Hurlow Wealth Group,, Archvest Wealth Advisors,, Partners in Financial Planning, with shared positions in $SCHW, $USB, $SNOW, $HUM. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$420M
120 positions
#2Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$155M
74 positions
#3Partners in Financial PlanningActive
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$603M
122 positions
#4Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$228M
72 positions
#5Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$313M
119 positions
#6MFA Wealth ServicesPassive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$151M
122 positions
#7West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$589M
193 positions
#8Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$SCHW$USB$HUM
$403M
71 positions
#9Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$SCHW$USB$HUM
$147M
13 positions
#10CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$363M
102 positions
#11SWAN Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$272M
554 positions
#12BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$129M
217 positions
#13Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$363M
90 positions
#14FC Advisory LLCActive
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$342M
115 positions
#15Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$142M
69 positions
#16Cordant, Inc.Active
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$246M
75 positions
#17Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$215M
95 positions
#18Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$163M
67 positions
#19Keudell/Morrison Wealth ManagementPassive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$489M
245 positions
#20Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$USB$HUM
$480M
160 positions
#21Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$SCHW$USB$HUM
$357M
50 positions
#22Wealthfront Advisers LLCActive
Some overlap · 4 shared positions
$SCHW$USB$SNOW$HUM
$45.6B
1,076 positions
#23Rockwood Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SCHW$HUM$USB$SNOW
$1.4B
118 positions
#24WealthCollab, LLCPassive
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$243M
977 positions
#25REDW Wealth LLCActive
Some overlap · 3 shared positions
$SCHW$USB$SNOW
$251M
99 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.