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 Investment Advisors,

13F Portfolio OverlapQ1 2026Integrity Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Integrity Investment Advisors, LLC is an institutional investor managing $184M across 74 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 Investment Advisors, are CYPRESS FINANCIAL PLANNING, WESCAP Group,, SpringVest Wealth, with shared positions in $COP, $USB, $HUM, $LMT, $SCHW, $MS. The full ranking of 25 similar funds is below.

#1CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 8 shared positions

$COP $USB $HUM $LMT $SCHW $MS

$363M

102 positions

#2WESCAP Management Group, Inc.Active

Notable overlap · 7 shared positions

$COP $USB $WT $HUM $IAU $SCHW

$508M

107 positions

#3SpringVest Wealth Management LLCActive

Notable overlap · 6 shared positions

$COP $USB $DDOG $IAU $WT $HUM

$146M

67 positions

#4TAGStone Capital, Inc.Passive

Notable overlap · 6 shared positions

$COP $USB $DDOG $HUM $WT $IAU

$283M

137 positions

#5Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $USB $HUM $DDOG $IAU $SCHW

$420M

120 positions

#6Farrell Financial LLCPassive

Notable overlap · 7 shared positions

$USB $COP $HUM $DDOG $WT $IAU

$167M

76 positions

#7Longview Financial Advisors LLCActive

Notable overlap · 6 shared positions

$COP $USB $WT $MS $SCHW $PLTR

$184M

157 positions

#8American Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $USB $HUM $SHW $APP $SCHW

$750M

159 positions

#9Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$298M

28 positions

#10DecisionPoint Financial, LLCActive

Notable overlap · 5 shared positions

$COP $USB $IAU $SCHW $IBIT

$464M

679 positions

#11Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$COP $USB $LMT $WT $MS

$284M

125 positions

#12JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $USB $WT

$102M

27 positions

#13Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $HUM $IBIT

$320M

972 positions

#14Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $USB $SCHW $IAU

$284M

91 positions

#15Cordant, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $SCHW $AMD

$246M

75 positions

#16BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $SCHW

$777M

115 positions

#17Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$2.1B

152 positions

#18PRUDENTIAL PLCActive

Notable overlap · 4 shared positions

$COP $USB $SHW $PLTR

$17.1B

680 positions

#19NEPC LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$5.0B

51 positions

#20Seaside Wealth Management, Inc.Smart money

Notable overlap · 4 shared positions

$COP $USB $DDOG $HUM

$356M

65 positions

#21Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$228M

60 positions

#22BLUELINE ADVISORS LLCActive

Notable overlap · 7 shared positions

$USB $COP $WT $SHW $HUM $SCHW

$129M

217 positions

#23SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $HUM

$154M

39 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$COP $USB $HUM $IAU $SCHW $DDOG

$721M

145 positions

#25Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$COP $USB $HUM $SCHW

$147M

13 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.