13F Pro

Hedge Funds Similar to Integrated ,

13F Portfolio OverlapQ1 2026Integrated , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Integrated Capital Management, LLC is an institutional investor managing $237M across 62 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 Integrated , are CUTLER INVESTMENT COUNSEL, BlueStem Wealth Partners,, JIM SAULNIER & ASSOCIATES,, with shared positions in $GMM, $PNC, $SE, $AMN, $FITB, $SHW. The full ranking of 25 similar funds is below.

#1CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$PNC$SE
$971M
146 positions
#2BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$AMN$SE
$900M
124 positions
#3JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$AMN$FITB
$205M
139 positions
#4LexAurum Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$SHW$AMN
$771M
400 positions
#5West Wealth Group, LLCActive
Some overlap · 3 shared positions
$GMM$AMN$SE
$506M
130 positions
#6Impact Partnership Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$OKTA$IBIT
$810M
363 positions
#7Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$IBIT$SE
$222M
73 positions
#8Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$IBIT$SE
$238M
108 positions
#9TRUEFG, LLCSmart money
Some overlap · 3 shared positions
$GMM$SE$AMN
$377M
71 positions
#10Turning Point Benefit Group, Inc.Active
Some overlap · 3 shared positions
$GMM$OKTA$FITB
$157M
95 positions
#11Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$AMN$IBIT$SE
$525M
138 positions
#12Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GMM$FITB$IBIT
$425M
132 positions
#13Roan Capital PartnersPassive
Some overlap · 3 shared positions
$GMM$LHX$SE
$108M
77 positions
#14AlphaStar Capital Management, LLCPassive
Some overlap · 3 shared positions
$GMM$OKTA$IBIT
$1.4B
236 positions
#15IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SHW$PNC$AMN$LHX
$446M
95 positions
#16KWB WealthActive
Some overlap · 4 shared positions
$GMM$AMN$SE$IBIT
$1.0B
166 positions
#17ABOUND FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$GMM$SHW$IBIT
$229M
283 positions
#18Richmond Investment Services, LLCPassive
Slight overlap · 3 shared positions
$SHW$GMM$SE
$619M
255 positions
#19TRB Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GMM$OKTA$SE
$704M
285 positions
#20Windsor Capital Management, LLCActive
Slight overlap · 3 shared positions
$GMM$PNC$OKTA
$355M
123 positions
#21NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$GMM$SHW$FITB$SE
$2.2B
1,217 positions
#22TCP Asset Management, LLCActive
Slight overlap · 3 shared positions
$SHW$GMM$OKTA
$778M
133 positions
#23Great Point Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GMM$AMN$SE
$542M
62 positions
#24Integrity Wealth Solutions LLCPassive
Slight overlap · 3 shared positions
$GMM$AMN$SE
$255M
130 positions
#25ISTHMUS PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$GMM$PNC$FITB
$953M
217 positions

Compare Integrated ,’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 Integrated ,’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.