13F Pro

Hedge Funds Similar to Integrated Financial Solutions,

13F Portfolio OverlapQ1 2026Integrated Financial Solutions, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Integrated Financial Solutions, Inc. is an institutional investor managing $185M across 36 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 Integrated Financial Solutions, are FirstWave, ZEVENBERGEN INVESTMENTS, Proem Advisors, with shared positions in $APP, $MELI, $ALAB, $RDDT, $MU, $AMD. The full ranking of 25 similar funds is below.

#1FirstWave Capital Management LLCActive
Notable overlap · 5 shared positions
$APP$MELI$ALAB$RDDT$MU
$94M
27 positions
#2ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 5 shared positions
$AMD$MELI$CRWD$APP$MU
$3.5B
110 positions
#3Proem Advisors LLCSmart money
Some overlap · 4 shared positions
$APP$MELI$AMD$MU
$1.7B
36 positions
#4ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$AMD$MELI$CRWD$GEV
$482M
38 positions
#5Warm Springs Advisors Inc.Active
Some overlap · 5 shared positions
$AMD$ALAB$CRWD$TTD$RDDT
$118M
48 positions
#6Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$AMD$MELI$PFE
$538M
116 positions
#7KADENSA CAPITAL LtdActive
Some overlap · 5 shared positions
$AMD$APP$ALAB$UPST$GEV
$718M
39 positions
#8BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$MELI$APP$RDDT
$97.9B
271 positions
#9Spear Holdings RSC LtdActive
Some overlap · 3 shared positions
$AMD$MELI$GEV
$1.0B
18 positions
#10PBCay One RSC LtdSmart money
Some overlap · 3 shared positions
$AMD$MELI$GEV
$1.3B
18 positions
#11BENDER ROBERT & ASSOCIATESActive
Some overlap · 3 shared positions
$AMD$MELI$GEV
$417M
45 positions
#12D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$MELI$APP$RDDT$CLS
$11.2B
44 positions
#13Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Some overlap · 3 shared positions
$AMD$MELI$MU
$262M
28 positions
#14Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$AMD$MELI$MU
$566M
28 positions
#15DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MELI$APP$RDDT$MU
$158M
39 positions
#16Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$MELI$APP$CRWD$GEV
$107M
57 positions
#17Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$AMD$MELI$CRWD
$7.1B
186 positions
#18WISCONSIN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AMD$MELI$GEV
$182M
51 positions
#19CANTOR FITZGERALD, L. P.Active
Some overlap · 3 shared positions
$AMD$APP$SMCI
$6.8B
259 positions
#20PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$APP$CRWD$AMD$CLS$MU
$128M
80 positions
#21DE BURLO GROUP INCPassive
Some overlap · 4 shared positions
$AMD$MELI$CRWD$MU
$441M
88 positions
#22Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$APP$CRWD$AMD$MU
$722M
61 positions
#23JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MELI$APP$TTD
$551M
78 positions
#24Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$APP$CRWD$RDDT$GEV$MU
$75M
65 positions
#25Eddie Patel IncPassive
Some overlap · 5 shared positions
$APP$MELI$AMD$CLS$MU
$130M
95 positions

Compare Integrated Financial Solutions,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Integrated Financial Solutions,’s holdings

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.