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Hedge Funds Similar to Integrated

13F Portfolio OverlapQ2 2026Integrated portfolio →
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Most similar hedge funds by 13F overlap

Integrated Capital Management, LLC is an institutional investor managing $278M across 58 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 Integrated are INVESCO, Ergawealth Advisors, Dorato, with shared positions in $SHW, $PNC, $AFL, $FITB, $F, $LHX. The full ranking of 14 similar funds is below.

#1INVESCO, LLCActive
Some overlap · 3 shared positions
$SHW$PNC$AFL
$323M
133 positions
#2Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SHW$FITB$F
$258M
54 positions
#3Dorato Capital ManagementPassive
Slight overlap · 4 shared positions
$SHW$PNC$LHX$AFL
$147M
254 positions
#4JGP Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PNC$LHX$AFL
$1.1B
231 positions
#5MATTERN CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SHW$LHX$AFL
$857M
166 positions
#6VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$PNC$FITB$IBIT
$255M
160 positions
#7Nalls Sherbakoff Group, LLCPassive
Slight overlap · 3 shared positions
$PNC$LHX$F
$141M
378 positions
#8Landing Point Financial Group, LLCActive
Slight overlap · 3 shared positions
$SHW$PNC$IBIT
$294M
99 positions
#9BALANCED WEALTH GROUP LLCActive
Slight overlap · 3 shared positions
$SHW$LHX$PNC
$316M
78 positions
#10Triton Financial Group IncPassive
Slight overlap · 3 shared positions
$SHW$LHX$AFL
$174M
99 positions
#11HANCOCK WHITNEY CORPPassive
Slight overlap · 3 shared positions
$PNC$LHX$AFL
$6.0B
752 positions
#12Gibson Capital, LLCSmart money
Slight overlap · 3 shared positions
$PNC$FITB$IBIT
$610M
94 positions
#13STEEL GROVE CAPITAL ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$AFL$IBIT$F
$1.1B
223 positions
#14Sageworth Trust CoActive
Slight overlap · 3 shared positions
$IBIT$PNC$LHX
$2.5B
127 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.