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 Integrity Advisory Solutions,

13F Portfolio OverlapQ1 2026Integrity Advisory Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Integrity Advisory Solutions, LLC is an institutional investor managing $757M across 293 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 Integrity Advisory Solutions, are Generali Powszechne Towarzystwo Emerytalne, Foundation Wealth , \PA, Longview Financial Advisors, with shared positions in $COP, $SNOW, $CRM, $NEE, $SE, $USB. The full ranking of 25 similar funds is below.

#1Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $SNOW $CRM

$566M

28 positions

#2Foundation Wealth Management, LLC\PAActive

Notable overlap · 6 shared positions

$COP $NEE $SNOW $SE $USB $GMM

$284M

91 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $WT $USB $SE

$184M

157 positions

#4FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 3 shared positions

$COP $SNOW $NEE

$464M

142 positions

#5Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $USB

$1.3B

129 positions

#6Disciplined Investments, LLCPassive

Notable overlap · 6 shared positions

$COP $NEE $SE $SNOW $USB $LEN

$279M

141 positions

#7MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$COP $NEE $USB $SNOW

$634M

106 positions

#8McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $SNOW $AMAT

$192M

27 positions

#9BARINGS LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $SE

$6.2B

179 positions

#10Advisory Resource GroupPassive

Notable overlap · 4 shared positions

$COP $CRM $GMM $AMAT

$581M

172 positions

#11Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $NEE $WT $SE

$1.4B

58 positions

#12Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $SNOW $USB $NEE

$420M

120 positions

#13MATHER GROUP, LLC.Active

Notable overlap · 4 shared positions

$COP $SNOW $WT $USB

$10.0B

1,896 positions

#14Johnson Bixby & Associates, LLCActive

Notable overlap · 3 shared positions

$COP $CRM $SE

$806M

127 positions

#15Milestone Investment Advisors LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $WT $NEE $USB

$414M

139 positions

#16Rialto Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $SE $USB

$445M

1,730 positions

#17American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $SE $USB $SHW

$750M

159 positions

#18North Forty Two & Co.Passive

Notable overlap · 4 shared positions

$COP $SNOW $WT $USB

$108M

97 positions

#19Minot DeBlois Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $NEE $CRM

$110M

226 positions

#20Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $SHW

$325M

57 positions

#21Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $LEN $USB $SNOW

$374M

86 positions

#22Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $GMM

$518M

140 positions

#23WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$COP $SE $WT $GMM $USB

$508M

107 positions

#24Savant Capital, LLCActive

Notable overlap · 5 shared positions

$SNOW $NEE $WT $SE $USB

$20.7B

1,500 positions

#25Integrity Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $WT $SHW $USB $MDLZ

$184M

74 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.