How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to IFC & Insurance Marketing,

13F Portfolio OverlapQ1 2026IFC & Insurance Marketing, portfolio →

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Most similar hedge funds by 13F overlap

IFC & Insurance Marketing, Inc. is an institutional investor managing $114M across 78 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 IFC & Insurance Marketing, are Lionshead Wealth ,, Compass Planning Associates, Discipline Wealth Solutions,, with shared positions in $JHG, $SNOW, $UPST, $PLTR, $MKL, $IAU. The full ranking of 25 similar funds is below.

#1Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $UPST $PLTR

$136M

108 positions

#2Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $UPST $MKL

$156M

30 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $UPST $MKL $IAU $BRZE

$950M

192 positions

#4Blackhawk Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$SNOW $UPST $JHG $BA

$273M

141 positions

#5BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $MAR

$6.2B

179 positions

#649 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$1.3B

203 positions

#7MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SNOW $JHG $IAU $UPST $MKL

$260M

146 positions

#8Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $IAU

$482M

135 positions

#9First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $SNOW $IAU $CRWD

$122M

80 positions

#10Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $MKL $UPST $BRZE

$1.4B

58 positions

#11TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$307M

76 positions

#12Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$SNOW $MKL $IAU $BRZE

$110M

64 positions

#13Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $IAU

$415M

51 positions

#14FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $IAU $MKL $PLTR $BRZE

$754M

345 positions

#15Schiavi & Co LLCSmart money

Notable overlap · 4 shared positions

$SNOW $UPST $MKL $KEYS

$337M

50 positions

#16Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MKL $UPST

$325M

57 positions

#17Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$JHG $SNOW $IAU $BRZE $UPST $MKL

$478M

42 positions

#18Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$SNOW $UPST $IAU $BRZE $UNH

$398M

88 positions

#19Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $MKL $MAR

$227M

74 positions

#20Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $MKL

$931M

518 positions

#21MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $BA $MAR

$508M

88 positions

#22NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAU $PLTR $UNH

$247M

71 positions

#23Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $MAR

$127M

54 positions

#24Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$SNOW $UPST $IAU $BRZE $UNH

$607M

110 positions

#25Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $UPST $MAR $JHG

$1.8B

57 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.