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Hedge Funds Similar to Investment Research Partners

13F Portfolio OverlapQ1 2026Investment Research Partners portfolio →
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Most similar hedge funds by 13F overlap

Investment Research Partners LLC is an institutional investor managing $246M across 245 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 Investment Research Partners are CenterStar Asset ,, Abundance Wealth Counselors, INVESTED ADVISORS, with shared positions in $CIEN, $SNOW, $UPS, $VRT, $IBM, $LRCX. The full ranking of 25 similar funds is below.

#1CenterStar Asset Management, LLCPassive
Some overlap · 6 shared positions
$CIEN$SNOW$UPS$VRT$IBM$LRCX
$797M
464 positions
#2Abundance Wealth CounselorsActive
Some overlap · 8 shared positions
$LEN$MCK$VZ$LRCX$VRT$AMGN
$697M
246 positions
#3INVESTED ADVISORSPassive
Some overlap · 6 shared positions
$LEN$WT$VRT$AMGN$VZ$AWF
$99M
138 positions
#4Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$LEN$SNOW$WT$LRCX
$181M
177 positions
#5VMS Asset Management LimitedActive
Some overlap · 3 shared positions
$CIEN$VRT$LRCX
$164M
23 positions
#6M & L Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$VRT$LRCX
$407M
19 positions
#7Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$VRT$LRCX
$120M
30 positions
#8Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$CIEN$VRT$LRCX
$133M
81 positions
#9WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$CIEN$WT$VRT$SNOW$LRCX
$219M
78 positions
#10C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$LEN$SNOW$VRT$LRCX
$214M
483 positions
#11Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$CIEN$LRCX$AXP
$312M
165 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$LEN$UPS$IBM$AMGN$VZ
$223M
109 positions
#13Harbour Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CIEN$LRCX$VRT
$525M
280 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$IBM$MCK$AXP$AMGN$LOW
$272M
95 positions
#15Reyes Financial Architecture, Inc.Passive
Some overlap · 5 shared positions
$LEN$WT$IBM$AXP$AMGN
$122M
348 positions
#16Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$LEN$SNOW$IBM
$356M
117 positions
#17Carl P. Sherr & Co., LLCPassive
Some overlap · 5 shared positions
$SNOW$VRT$IBM$AXP$AMGN
$213M
124 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$WT$VRT$LOW$AMGN
$1.2B
262 positions
#19Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$UPS
$277M
118 positions
#20WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$SNOW$VRT$LRCX$MCK$AXP
$225M
71 positions
#21Gen-Wealth Partners IncPassive
Some overlap · 5 shared positions
$LEN$IBM$AXP$AMGN$VZ
$317M
728 positions
#22PlanVest Financial, IncPassive
Some overlap · 4 shared positions
$LEN$WT$IBM$SNOW
$131M
565 positions
#23Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$UPS$IBM$MCK$AXP$AMGN$LOW
$694M
263 positions
#24Quantum Portfolio Management LLCPassive
Some overlap · 5 shared positions
$SNOW$WT$LRCX$MCK$VRT
$230M
264 positions
#25CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$LEN$SNOW$VRT
$583M
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.