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Hedge Funds Similar to Investors Portfolio Services

13F Portfolio OverlapQ1 2026Investors Portfolio Services portfolio →
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Most similar hedge funds by 13F overlap

Investors Portfolio Services LLC is an institutional investor managing $108M across 702 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 Investors Portfolio Services are ST. NICHOLAS PRIVATE ASSET ,, PICTET BANK & Ltd, BANQUE PICTET & CIE SA, with shared positions in $MCD, $ORLY, $HON, $WM, $ROP, $LRCX. The full ranking of 25 similar funds is below.

#1ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MCD$ORLY$HON
$107M
35 positions
#2PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$MCD$ORLY$WM
$76M
33 positions
#3BANQUE PICTET & CIE SAActive
Some overlap · 3 shared positions
$MCD$ORLY$WM
$14.2B
385 positions
#4BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$MCD$HON$ROP
$134M
211 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$LRCX$HON
$98M
50 positions
#6Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$MCD$BAC$ANET$BA
$267M
33 positions
#7SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$BAC$GWW$LHX
$198M
49 positions
#8Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$MCD$BAC$HON$LHX$WM
$179M
59 positions
#9CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$MCD$LRCX$HON$ARES
$5.0B
55 positions
#10RE ADVISERS CORPActive
Some overlap · 5 shared positions
$MCD$BAC$LRCX$HON$BA
$3.7B
111 positions
#11Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$MCD$BA$WM
$497M
45 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$MCD$BAC$LHX
$223M
109 positions
#13ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 4 shared positions
$MCD$BAC$ANET$LRCX
$4.7B
104 positions
#14EASTERN BANKPassive
Some overlap · 6 shared positions
$MCD$BAC$ORLY$PANW$ANET$WM
$6.5B
1,038 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$BAC$HON$BA
$533M
126 positions
#16Asset Planning,IncPassive
Some overlap · 3 shared positions
$MCD$HON$WM
$141M
299 positions
#17SEARLE & CO.Passive
Some overlap · 4 shared positions
$MCD$BAC$PANW$HON
$398M
194 positions
#18Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$MCD$BAC$WM
$245M
98 positions
#19FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$MCD$BAC$HON$LHX
$5.0B
201 positions
#20B. Metzler seel. Sohn & Co. AGActive
Some overlap · 3 shared positions
$MCD$PANW$ANET
$10.8B
712 positions
#21LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$MCD$BAC$PANW$LRCX$LHX
$677M
182 positions
#22NICHOLAS COMPANY, INC.Active
Some overlap · 5 shared positions
$MCD$ORLY$PANW$LRCX$CDNS
$5.1B
203 positions
#23LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$MCD$BA$WM
$133M
61 positions
#24Solidarity Wealth, LLCActive
Some overlap · 3 shared positions
$MCD$ORLY$AZO
$521M
83 positions
#25CHEMUNG CANAL TRUST COPassive
Some overlap · 4 shared positions
$MCD$BAC$PANW$HON
$494M
112 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.