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Hedge Funds Similar to IFS Group,

13F Portfolio OverlapQ1 2026IFS Group, portfolio →
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Most similar hedge funds by 13F overlap

IFS Group,LLC is an institutional investor managing $112M across 144 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 IFS Group, are NCM ,, Owen LaRue,, Shore Point Advisors,, with shared positions in $TPL, $USB, $REGN, $GLW, $GEV, $AMD. The full ranking of 25 similar funds is below.

#1NCM Capital Management, LLCPassive
Notable overlap · 6 shared positions
$TPL$USB$REGN$GLW$GEV$AMD
$279M
185 positions
#2Owen LaRue, LLCPassive
Notable overlap · 7 shared positions
$OKE$REGN$PLTR$GLW$GEV$GE
$261M
128 positions
#3Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$OKE$SE$TPL$PLTR
$253M
76 positions
#4First Dallas Securities Inc.Active
Some overlap · 3 shared positions
$TPL$OKE$BA
$270M
118 positions
#5Sourcerock Group LLCActive
Some overlap · 4 shared positions
$OKE$LNG$OXY$USB
$2.5B
41 positions
#6Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$OKE$USB$BA$GE
$154M
64 positions
#7Hodges Capital Management Inc.Passive
Some overlap · 4 shared positions
$TPL$BA$OKE$PLTR
$1.2B
204 positions
#84WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$OKE$SE$USB$FITB$BA
$117M
142 positions
#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$OKE$LNG$GEV
$2.0B
66 positions
#10Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$TPL$REGN$USB
$260M
97 positions
#11Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$OKE$BA$GEV$GE
$267M
33 positions
#12Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$OKE$LNG$GE
$476M
94 positions
#13Clearwave Capital, LLCPassive
Some overlap · 4 shared positions
$OKE$GLW$GE$AMD
$146M
146 positions
#14PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TPL$PLTR$OXY$CCJ
$3.0B
77 positions
#15Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$OKE$LNG$NEM
$1.7B
67 positions
#16Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$TPL$REGN$FHI
$117M
101 positions
#17Navigation Group, LLCActive
Some overlap · 3 shared positions
$OKE$REGN$PLTR
$427M
113 positions
#18WESPAC Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$VOD$GE$GEV
$183M
178 positions
#19HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$TPL$LNG$CCJ
$9.2B
353 positions
#20Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$TPL$USB$PLTR
$459M
290 positions
#21KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$OKE$LNG$PPL$GEV$CCJ
$5.2B
48 positions
#22AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$OKE$GLW$NEM
$424M
86 positions
#23Anfield Capital Management, LLCPassive
Some overlap · 6 shared positions
$SE$NEM$GE$AMD$PLTR$USB
$363M
715 positions
#24Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$USB$NEM$GLW
$201M
144 positions
#25Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$SE$GLW$USB$GEV$AMD
$873M
189 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.