13F Pro

Hedge Funds Similar to International Private Wealth Advisors

13F Portfolio OverlapQ1 2026International Private Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

International Private Wealth Advisors LLC is an institutional investor managing $163M across 152 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 International Private Wealth Advisors are Clarity Financial, Slocum, Gordon & LLP, LifePlan Financial,, with shared positions in $VZ, $GEV, $PLTR, $DUK, $PANW, $KMI. The full ranking of 25 similar funds is below.

#1Clarity Financial LLCActive
Some overlap · 6 shared positions
$VZ$GEV$PLTR$DUK$PANW$KMI
$919M
118 positions
#2Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$VZ$GEV$DUK$NEE$KMI$PFE
$147M
64 positions
#3LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$NKE$USB$PANW$IAU
$135M
83 positions
#4Disciplined Equity Management, Inc.Active
Some overlap · 6 shared positions
$VZ$PLTR$NKE$USB$KMI$PFE
$199M
44 positions
#5IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$VZ$PLTR$GEV$PANW$KMI$PFE
$1.1B
203 positions
#6Jefferson Bridge Capital, LLCPassive
Some overlap · 6 shared positions
$VZ$PLTR$DUK$GMM$PANW$PFE
$101M
53 positions
#7Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GEV$PLTR$VZ$NEE$PANW$PFE
$362M
133 positions
#8Financial Sense Advisors, Inc.Passive
Some overlap · 6 shared positions
$GEV$PLTR$NKE$NEE$IBIT$IAU
$493M
142 positions
#9Old North State Wealth Management, LLCPassive
Some overlap · 6 shared positions
$VZ$GEV$DUK$KMI$PFE$LYB
$216M
112 positions
#10BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$USB$KMI$IAU$PFE
$353M
57 positions
#11Raleigh Capital Management Inc.Passive
Some overlap · 5 shared positions
$GMM$VZ$USB$DUK$PFE
$290M
775 positions
#12Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$NEE$KMI$IAU$PFE
$673M
260 positions
#13Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GMM$NKE$USB$GEV$IBIT
$295M
168 positions
#14Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$VZ$GEV$NKE$NEE$PFE
$182M
159 positions
#15Modus Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$USB$NEE$PANW$IBIT$IAU
$363M
117 positions
#16CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$GEV$PLTR$USB$NEE$PANW
$60M
36 positions
#17Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$VZ$GEV$DUK$NEE$PFE
$685M
380 positions
#18CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$GMM$VZ$NEE$NKE
$971M
146 positions
#19Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$GEV$DUK$USB$NEE$PANW
$552M
93 positions
#20FEDERATED HERMES, INC.Passive
Some overlap · 5 shared positions
$GEV$VZ$USB$DUK$PFE
$61.5B
2,049 positions
#21FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$VZ$DUK$USB$NEE$PFE
$1.5B
235 positions
#22Bestgate Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$USB$PANW$NEE
$55M
45 positions
#23Wills Financial Group LLCPassive
Some overlap · 6 shared positions
$VZ$NEE$PANW$IAU$DUK$PFE
$265M
75 positions
#24Cyndeo Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$NEE$PLTR$IAU$PFE
$1.9B
478 positions
#25InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$PLTR$DUK$NKE$NEE$PANW
$175M
108 positions

Compare International Private 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 International Private 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.