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Hedge Funds Similar to Integrity Advisory Solutions

13F Portfolio OverlapQ2 2026Integrity Advisory Solutions portfolio →
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Most similar hedge funds by 13F overlap

Integrity Advisory Solutions, LLC is an institutional investor managing $972M across 336 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 Integrity Advisory Solutions are Stokes Advisors, NORRIS PERNE & FRENCH LLP, RHL GROUP, with shared positions in $SHW, $ABT, $UNP, $MS, $HOOD, $DE. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$ABT$UNP$MS
$455M
118 positions
#2NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$SHW$ABT$UNP
$2.3B
156 positions
#3RHL GROUP, LLCActive
Some overlap · 5 shared positions
$SHW$ABT$HOOD$UNP$DE
$120M
271 positions
#4SS&H Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$UNP$ABT$DE
$391M
130 positions
#5TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 3 shared positions
$SHW$ABT$UNP
$1.0B
1,024 positions
#6Maxele Advisors, LLCPassive
Some overlap · 4 shared positions
$ABT$UNP$DE$MS
$143M
98 positions
#7Winning Points Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$UPS$ABT
$76M
42 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ABT$SHW$UNP
$108M
52 positions
#9Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SHW$BPRE$RKLB
$272M
188 positions
#10BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 4 shared positions
$SHW$ABT$UNP$DE
$7.1B
535 positions
#11Obermeyer Wealth PartnersActive
Slight overlap · 3 shared positions
$SHW$UPS$DE
$2.5B
301 positions
#12Borer Denton & Associates, Inc.Passive
Slight overlap · 3 shared positions
$ABT$UPS$UNP
$305M
74 positions
#13Dilation Capital Management LPActive
Slight overlap · 3 shared positions
$SHW$RKLB$SNDK
$200M
22 positions
#14OAK HARBOR WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$ABT$UPS$DE
$268M
225 positions
#15P.A.W. CAPITAL CORPPassive
Slight overlap · 3 shared positions
$ABT$UPS$MS
$133M
66 positions
#16Center for Wealth Management AdvisoryActive
Slight overlap · 3 shared positions
$ABT$UPS$MS
$161M
62 positions
#17WILLIAM JOHN SEMPOLINSKIActive
Slight overlap · 3 shared positions
$SHW$RKLB$NBIS
$259M
104 positions
#18TrueMark Investments, LLCPassive
Slight overlap · 3 shared positions
$ABT$UPS$UNP
$798M
187 positions
#19Cardinal Strategic Wealth GuidanceActive
Slight overlap · 3 shared positions
$SHW$ABT$UNP
$441M
67 positions
#20MIDLAND WEALTH ADVISORS LLCSmart money
Slight overlap · 3 shared positions
$SHW$BPRE$ABT
$2.2B
159 positions
#21SLT Holdings LLCPassive
Slight overlap · 4 shared positions
$RKLB$SNDK$HOOD$NBIS
$171M
155 positions
#22STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 4 shared positions
$RKLB$SNDK$NBIS$MS
$417M
213 positions
#23Harvest Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$ABT$UPS$MS
$202M
58 positions
#24Wilkinson Global Asset Management LLCActive
Slight overlap · 3 shared positions
$SHW$UNP$DE
$1.3B
62 positions
#25VIKING GLOBAL INVESTORS LPActive
Slight overlap · 3 shared positions
$SHW$UNP$MS
$35.1B
90 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.