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 Intellus Advisors

13F Portfolio OverlapQ1 2026Intellus Advisors portfolio →

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Most similar hedge funds by 13F overlap

Intellus Advisors LLC is an institutional investor managing $732M across 125 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 Intellus Advisors are Ballast Financial Advisors, Ariston Services Group, Madson Wealth Advisors, with shared positions in $HUM, $SOLV, $IAU, $MS, $ET, $PLTR. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SOLV $IAU $MS

$98M

68 positions

#2Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $IAU $ET

$167M

71 positions

#3Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $SOLV $MS $IAU

$120M

84 positions

#4Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $PLTR

$113M

67 positions

#5INTEGRATED CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$HUM $SOLV $MMD $PMO

$150M

56 positions

#6DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $PLTR

$163M

58 positions

#7CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $MS

$298M

99 positions

#8Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $HUM $MS

$126M

74 positions

#9White Wing Wealth ManagementSmart money

Notable overlap · 4 shared positions

$HUM $AMD $SOFI $PLTR

$167M

37 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $PLTR $AMD

$293M

1,255 positions

#11CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 4 shared positions

$IAU $ET $RJF $AMD

$229M

27 positions

#12EHRLICH FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$HUM $SOLV $IAU $MS

$174M

112 positions

#13Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $AMD $FITB

$170M

57 positions

#14Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$IAU $AMD $HUM

$233M

676 positions

#15Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $AMD

$183M

44 positions

#16Meridian Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $AMD $MS

$756M

202 positions

#17Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $PLTR $AMD

$98M

197 positions

#18Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$251M

83 positions

#19RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$107M

46 positions

#20Enclave Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $WPM $PLTR $ET

$729M

132 positions

#21Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AMD $WPM

$116M

80 positions

#22New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $FITB

$866M

194 positions

#23Helen Stephens Group, LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $SOLV $MS

$501M

124 positions

#24360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $PLTR $MS

$332M

80 positions

#25SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $SOLV $PLTR

$6.5B

3,465 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.