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 IF Advisors,

13F Portfolio OverlapQ1 2026IF Advisors, portfolio →

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Most similar hedge funds by 13F overlap

IF Advisors, LLC is an institutional investor managing $141M across 53 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 IF Advisors, are FAMILY WEALTH PARTNERS,, Financial Futures Ltd Liability, WealthCollab,, with shared positions in $AMN, $UNIT, $SCHW, $BRZE, $WT, $DDOG. The full ranking of 25 similar funds is below.

#1FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $SCHW $BRZE $WT

$293M

105 positions

#2Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$AMN $SCHW $DDOG $UNIT

$228M

72 positions

#3WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$AMN $SCHW $DDOG $BRZE

$243M

977 positions

#4ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$AMN $SCHW $DDOG

$158M

125 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SCHW $AMN $DDOG $WT $UNIT

$335M

104 positions

#6Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$SCHW $UNIT $DDOG $BRZE $WT

$255M

49 positions

#7COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 4 shared positions

$AMN $UNIT $DDOG $BRZE

$489M

161 positions

#8Bowman & Co S.C.

Notable overlap · 4 shared positions

$AMN $JHG $DDOG $WT

$237M

118 positions

#9Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$AMN $JHG $UNIT $BRZE

$145M

98 positions

#10Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$AMN $SCHW $WT $BRZE

$398M

88 positions

#11Prosperity Planning, Inc.Active

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $BRZE $SCHW

$395M

110 positions

#12Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $UNIT $DDOG

$289M

98 positions

#13GPWM LLCSmart money

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$191M

20 positions

#14Dogwood Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$230M

860 positions

#15Northland Capital Management LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $DDOG

$183M

31 positions

#16Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$806M

133 positions

#17Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $WT

$542M

62 positions

#18Integrity Wealth Solutions LLCPassive

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $SCHW $BRZE

$255M

130 positions

#19Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$AMN $UNIT $WT $DDOG $SCHW

$2.2B

79 positions

#20Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $UNIT $BRZE $WT

$1.4B

58 positions

#21LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$AMN $UNIT $SCHW

$182M

136 positions

#22Vawter Financial, Ltd.Passive

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $SCHW

$238M

122 positions

#23Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $UNIT $BRZE

$98M

68 positions

#24Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMN $SCHW $BRZE $UNIT

$525M

138 positions

#25PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$567M

75 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.