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Hedge Funds Similar to IMZ Advisory

13F Portfolio OverlapQ1 2026IMZ Advisory portfolio →
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Most similar hedge funds by 13F overlap

IMZ Advisory Inc is an institutional investor managing $316M across 38 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 IMZ Advisory are HAMEL ASSOCIATES,, Paragon, Essex, with shared positions in $COP, $IBM, $CB, $ADP, $UNH, $GD. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$IBM$CB$ADP
$351M
81 positions
#2Paragon Capital Management LLCActive
Some overlap · 3 shared positions
$COP$IBM$UNH
$202M
57 positions
#3Essex LLCActive
Some overlap · 3 shared positions
$COP$IBM$GD
$566M
175 positions
#4VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$COP$IBM$ADP
$343M
111 positions
#5FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 3 shared positions
$COP$IBM$T
$464M
142 positions
#6VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$COP$IBM$MAR
$335M
505 positions
#7Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$COP$IBM$MAR
$543M
132 positions
#8Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$COP$IBM$UNH
$166M
76 positions
#9Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$COP$AMD$MAR$T
$509M
132 positions
#10Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$COP$CB$IBM
$325M
57 positions
#11Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$COP$AMD$UNH
$566M
28 positions
#12Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$COP$CB$ADP
$110M
226 positions
#13R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$COP$UNH$ADP
$130M
45 positions
#14MARYLAND CAPITAL ADVISORS INC.
Some overlap · 3 shared positions
$COP$IBM$ADP
$295M
271 positions
#15Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$COP$CB$MAR
$224M
47 positions
#16Farrell Financial LLCPassive
Some overlap · 3 shared positions
$COP$CB$MAR
$167M
76 positions
#17Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$COP$CB$MAR
$320M
972 positions
#18Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$COP$AMD$MAR
$67M
42 positions
#19Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$COP$UNH$MAR
$284M
91 positions
#20Fischer Financial Services, Inc.Active
Some overlap · 3 shared positions
$COP$UNH$MAR
$297M
56 positions
#21AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$UNH$MAR
$445M
77 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$COP$AMD$T
$1.4B
211 positions
#23Fortress Financial Solutions, LLCActive
Some overlap · 3 shared positions
$COP$UNH$T
$96M
56 positions
#24Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$UNH$T
$195M
200 positions
#25Seaside Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$COP$ADP$MAR
$356M
65 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.