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Hedge Funds Similar to Innovative Wealth Building

13F Portfolio OverlapQ1 2026Innovative Wealth Building portfolio →
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Most similar hedge funds by 13F overlap

Innovative Wealth Building LLC is an institutional investor managing $142M across 70 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 Innovative Wealth Building are Bulwark, Gratus Wealth Advisors,, Main Street Group, LTD, with shared positions in $OKE, $MAR, $HUM, $KKR, $SNOW, $MS. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Notable overlap · 6 shared positions
$OKE$MAR$HUM$KKR$SNOW$MS
$162M
100 positions
#2Gratus Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$MAR$MS$HUM$D$BAC
$691M
138 positions
#3Main Street Group, LTDActive
Notable overlap · 5 shared positions
$OKE$SNOW$MAR$D$AGQ
$340M
865 positions
#4Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 7 shared positions
$MAR$MS$DIA$HUM$MCD$KKR
$151M
97 positions
#5Autumn Glory Partners, LLCPassive
Notable overlap · 5 shared positions
$MS$OKE$MAR$DIA$AGQ
$272M
204 positions
#6MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$OKE$SNOW$KKR
$436M
387 positions
#7Capital Planning LLCActive
Notable overlap · 3 shared positions
$MAR$MS$HUM
$307M
82 positions
#8Pine Harbor Wealth Management, LLCActive
Some overlap · 4 shared positions
$OKE$MS$HUM$AGQ
$334M
102 positions
#9APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$MS$KKR
$117M
72 positions
#10Vickerman Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$OKE$SNOW$KKR$MAR
$476M
94 positions
#11Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MS$MAR$SNOW$BAC
$257M
109 positions
#12ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 7 shared positions
$MAR$SNOW$MS$HUM$KKR$PNC
$138M
59 positions
#13XML Financial, LLCPassive
Some overlap · 5 shared positions
$MS$MAR$SNOW$KKR$BAC
$1.2B
421 positions
#14VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$MAR$MS$KKR
$11.8B
55 positions
#15Olistico Wealth, LLCPassive
Some overlap · 3 shared positions
$MAR$OKE$MCD
$203M
341 positions
#16Lakeshore Financial Planning, Inc.Active
Some overlap · 5 shared positions
$OKE$MCD$NOC$HUM$BAC
$276M
85 positions
#17Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$MS$SNOW$OKE$MCD$LOW$DDOG
$1.2B
262 positions
#18Blue Water Asset ManagementActive
Some overlap · 3 shared positions
$OKE$KKR$MS
$289M
103 positions
#19LeClair Wealth Partners LLCPassive
Some overlap · 3 shared positions
$OKE$KKR$MS
$289M
103 positions
#20SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MAR$MS$DIA$HUM$MCD$LHX
$106M
89 positions
#21FINANCIAL CONSULATE, INCActive
Some overlap · 3 shared positions
$OKE$MAR$PNC
$803M
1,402 positions
#22Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$OKE$MCD$BRZE
$145M
98 positions
#23Clark Wealth PartnersActive
Some overlap · 3 shared positions
$OKE$MCD$BAC
$149M
604 positions
#24CVA Family Office, LLCPassive
Some overlap · 4 shared positions
$MAR$MS$HUM$KKR
$950M
1,838 positions
#25Navigation Group, LLCActive
Some overlap · 3 shared positions
$OKE$KKR$BAC
$427M
113 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.