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Hedge Funds Similar to Integrity Investment Advisors

13F Portfolio OverlapQ2 2026Integrity Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Integrity Investment Advisors, LLC is an institutional investor managing $230M across 72 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 Investment Advisors are Wealth Quarterback, Baring Financial, Investment, with shared positions in $ASML, $LMT, $IAU, $IBIT, $HOOD, $PLTR. The full ranking of 25 similar funds is below.

#1Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$ASML$LMT$IAU
$328M
180 positions
#2Baring Financial LLCActive
Some overlap · 3 shared positions
$ASML$LMT$IBIT
$187M
84 positions
#3Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$ASML$LMT$IAU
$326M
132 positions
#4EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$HOOD$PLTR
$3.0B
4,392 positions
#5Foundations Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$HOOD$IBIT
$9.7B
1,202 positions
#6United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$ASML$LMT$PLTR
$763M
98 positions
#7Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$LMT$PLTR
$1.1B
98 positions
#8Cypress Capital GroupPassive
Some overlap · 3 shared positions
$LMT$ASML$IAU
$1.1B
314 positions
#9SlateStone Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$LMT$PLTR
$1.3B
296 positions
#10Pachira Investments Inc.Active
Slight overlap · 4 shared positions
$LMT$IAU$PLTR$IBIT
$312M
82 positions
#11Sage Investment Advisers LLCPassive
Slight overlap · 3 shared positions
$LMT$IAU$SII
$154M
96 positions
#12GFS Advisors, LLCActive
Slight overlap · 4 shared positions
$ASML$IAU$NU$PLTR
$1.7B
266 positions
#13Cane Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$ASML$LMT$PLTR
$269M
148 positions
#14J2 Capital Management IncActive
Slight overlap · 4 shared positions
$LMT$IAU$NU$IBIT
$158M
119 positions
#15Steadview Capital Management LLCActive
Slight overlap · 4 shared positions
$ASML$HOOD$PLTR$APP
$333M
14 positions
#16Kultura Capital Management LPActive
Slight overlap · 4 shared positions
$ASML$HOOD$PLTR$APP
$553M
66 positions
#17Clare Market Investments LLCActive
Slight overlap · 4 shared positions
$ASML$HOOD$PLTR$IBIT
$548M
174 positions
#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ASML$LMT$PLTR
$351M
166 positions
#19Innovative Asset Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$ASML$LMT$PLTR
$229M
287 positions
#20Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$PLTR
$819M
339 positions
#21Prospera Capital Management, LLCActive
Slight overlap · 3 shared positions
$ASML$IAU$PLTR
$726M
77 positions
#22FDx Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ASML$IAU$APP
$332M
179 positions
#23Entelevest, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$IBIT
$117M
142 positions
#24Finer Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$ASML$LMT$PLTR$IBIT
$253M
92 positions
#25Wealth Management Partners, LLCPassive
Slight overlap · 3 shared positions
$ASML$IAU$PLTR
$426M
155 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.