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Hedge Funds Similar to Integrated Financial Solutions

13F Portfolio OverlapQ2 2026Integrated Financial Solutions portfolio →
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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 Q2 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 Impact Advisors, PRAKASH INVESTMENT ADVISORS, FirstWave, with shared positions in $ALAB, $APP, $RDDT, $CRWD, $BE, $CLS. The full ranking of 25 similar funds is below.

#1Capital Impact Advisors, LLCActive
Some overlap · 3 shared positions
$ALAB$APP$RDDT
$1.8B
29 positions
#2PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$APP$CRWD$ALAB$BE$CLS
$174M
92 positions
#3FirstWave Capital Management LLCPassive
Some overlap · 6 shared positions
$APP$ALAB$BE$CRDO$MELI$RDDT
$227M
63 positions
#4Whale Rock Capital Management LLCActive
Some overlap · 5 shared positions
$ALAB$APP$BE$CLS$SPCX
$12.5B
35 positions
#5Dedeker Financial LLCActive
Some overlap · 3 shared positions
$ALAB$CRWD$SPCX
$176M
55 positions
#6SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ALAB$APP$RDDT$SPCX
$895M
185 positions
#7WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$ALAB$CRWD$BE
$281M
75 positions
#8Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$APP$CRWD$RDDT
$93M
81 positions
#9Ionic Capital Management LLCSmart money
Some overlap · 5 shared positions
$ALAB$RH$SMCI$BE$CRDO
$690M
120 positions
#10M & L Capital Management LtdActive
Some overlap · 4 shared positions
$ALAB$BE$CRDO$SPCX
$370M
17 positions
#11LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ALAB$BE$MELI$RDDT
$903M
28 positions
#12Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$APP$CRWD$CLS
$248M
55 positions
#13Zweig-DiMenna Associates LLCActive
Some overlap · 3 shared positions
$APP$CRWD$BE
$1.1B
70 positions
#14Spear Advisors LLCActive
Some overlap · 3 shared positions
$ALAB$CRDO$CRWD
$291M
28 positions
#15Atreides Management, LPSmart money
Some overlap · 3 shared positions
$ALAB$CRDO$SPCX
$14.3B
49 positions
#16Virtus Wealth Solutions LLCActive
Some overlap · 3 shared positions
$ALAB$BE$CLS
$735M
53 positions
#17MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$ALAB$BE$PFE
$136M
223 positions
#18FRED ALGER MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$APP$ALAB$MELI$SPCX
$30.0B
425 positions
#19Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$ALAB$CRWD$APP$MELI
$476M
77 positions
#20DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APP$CRDO$MELI$RDDT
$220M
35 positions
#21BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 6 shared positions
$ALAB$BE$CRDO$MELI$CRWD$APP
$462M
122 positions
#22Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$APP$BE$SPCX
$333M
14 positions
#23Darden Wealth Group IncPassive
Some overlap · 4 shared positions
$CRWD$APP$ALAB$CLS
$252M
155 positions
#24X-Square Capital, LLCPassive
Some overlap · 3 shared positions
$APP$SMCI$MELI
$394M
176 positions
#25Clay Northam Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$ALAB$MELI
$203M
109 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.