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Hedge Funds Similar to Innovative Wealth Building

13F Portfolio OverlapQ3 2026Innovative Wealth Building portfolio →
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Most similar hedge funds by 13F overlap

Innovative Wealth Building LLC is an institutional investor managing $181M across 86 U.S. equity positions as of Q3 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 Mason & Associates, Walsky Investment, Wealth Advisors of Tampa Bay, with shared positions in $D, $MCD, $TFC, $PNC, $TXN, $LOW. The full ranking of 25 similar funds is below.

#1Mason & Associates, LLCSmart money
Notable overlap · 3 shared positions
$D$MCD$TFC
$486M
45 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$PNC$TXN$LOW$TFC
$108M
52 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$PNC$T$MCD$VZ$TFC
$327M
94 positions
#4GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$PNC$MCD$TXN$LOW$ASML
$1.9B
270 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$PNC$D$T$TFC
$1.2B
611 positions
#6John Boyer, Inc.Smart money
Some overlap · 3 shared positions
$D$VZ$T
$126M
227 positions
#7CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$MCD$PNC$TXN$VZ
$1.1B
157 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$T$TXN$VZ
$233M
122 positions
#9Junk Investment Group, LLCActive
Some overlap · 6 shared positions
$PNC$TXN$TFC$NOC$D$VZ
$241M
98 positions
#10Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$PNC$MCD$NOC$VZ$LOW
$185M
77 positions
#11Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$T$D$MCD$TFC$VZ
$116M
65 positions
#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$T$NOC$TXN
$1.0B
154 positions
#13EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$PNC$T$TFC$VZ
$5.2B
76 positions
#14Montgomery Financial Services LLCActive
Some overlap · 5 shared positions
$PNC$D$LOW$MCD$VZ
$115M
334 positions
#15DiNuzzo Private Wealth, Inc.Active
Some overlap · 5 shared positions
$MCD$D$VZ$T$LOW
$1.0B
1,368 positions
#16FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$PNC$TXN$NOC$VZ$ASML
$202M
327 positions
#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$D$MCD$VZ$LOW
$203M
58 positions
#18VALICENTI ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$MCD$NOC$VZ$LOW$ASML
$531M
81 positions
#19Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$T$TFC$VZ$TXN$LOW
$227M
47 positions
#20Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MCD$T$VZ
$249M
35 positions
#21Welch Group, LLCPassive
Some overlap · 4 shared positions
$MCD$TXN$TFC$VZ
$2.9B
326 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$TXN$TFC$VZ
$606M
79 positions
#23Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$D$T$TFC
$182M
43 positions
#24Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$T$MCD$LOW$VZ
$191M
70 positions
#25FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$MCD$TXN$T$VZ
$1.7B
256 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.