How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to IFC Advisors

13F Portfolio OverlapQ1 2026IFC Advisors portfolio →

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Most similar hedge funds by 13F overlap

IFC Advisors LLC is an institutional investor managing $699M across 158 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 IFC Advisors are Blackston Financial Advisory Group,, Cedar Point Partners,, Black Diamond Financial,, with shared positions in $NTRB, $KKR, $MCD, $COP, $NEE, $MS. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$160M

106 positions

#2Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $COP $NEE

$154M

71 positions

#3Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $COP $KKR

$916M

185 positions

#4FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $MS $COP

$342M

115 positions

#5ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$NTRB $KKR $COP $AXP

$381M

68 positions

#6Praetorian Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NTRB $EME $COP $MCD

$526M

77 positions

#7Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $NEE $MCD

$302M

51 positions

#8Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $NEE $KKR $MS $MCD

$151M

97 positions

#9Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$511M

129 positions

#10Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$713M

154 positions

#11Clifford Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $NEE $MS

$130M

80 positions

#12Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $MS $COP

$109M

1,311 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $NEE $COP $MCD

$160M

82 positions

#14Clarus Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$NTRB $MS $NEE

$235M

88 positions

#15CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 3 shared positions

$NTRB $KKR $COP

$239M

97 positions

#16Coquina Private Wealth LLCActive

Some overlap · 3 shared positions

$NTRB $NEE $MS

$124M

96 positions

#17Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$NTRB $KKR $MS

$121M

79 positions

#18Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$KKR $NTRB $PGR $WTW $MS $COP

$356M

180 positions

#19CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$NTRB $KKR $AXP $MCD

$105M

80 positions

#20VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Some overlap · 3 shared positions

$NTRB $KKR $MS

$11.8B

55 positions

#21Raab & Moskowitz Asset Management LLCPassive

Some overlap · 3 shared positions

$NTRB $KKR $MCD

$450M

187 positions

#22PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Some overlap · 4 shared positions

$NTRB $MS $KKR $NEE

$349M

112 positions

#23Pacific Center for Financial ServicesActive

Some overlap · 3 shared positions

$NTRB $KKR $NEE

$394M

513 positions

#24Milestone Asset Management Group, LLCPassive

Some overlap · 3 shared positions

$NTRB $MS $KKR

$171M

126 positions

#25McMill Wealth ManagementActive

Some overlap · 3 shared positions

$NTRB $MCD $COP

$376M

58 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.