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Hedge Funds Similar to Integrated Wealth

13F Portfolio OverlapQ1 2026Integrated Wealth portfolio →
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Most similar hedge funds by 13F overlap

Integrated Wealth Management is an institutional investor managing $87M across 95 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 Wealth are Daviman Financial,, Long Island Wealth ,, THEORY FINANCIAL, with shared positions in $LEN, $SE, $BRZE, $SNOW, $IBIT, $COP. The full ranking of 25 similar funds is below.

#1Daviman Financial, LLCPassive
Some overlap · 5 shared positions
$LEN$SE$BRZE$SNOW$IBIT
$169M
84 positions
#2Long Island Wealth Management, Inc.Active
Some overlap · 6 shared positions
$LEN$COP$MAR$IBM$HON$SNOW
$216M
89 positions
#3THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$LEN$SE$BRZE$MAR
$285M
94 positions
#4Arcadia Wealth Management, LLCActive
Some overlap · 5 shared positions
$LEN$SE$TJX$SNOW$VLTO
$276M
67 positions
#5Sageworth Trust Co of South DakotaActive
Some overlap · 4 shared positions
$LEN$BRZE$COP$TJX
$126M
56 positions
#6Dentgroup LLC
Some overlap · 5 shared positions
$LEN$SE$SNOW$MAR$MDY
$146M
93 positions
#7Disciplined Investments, LLCPassive
Some overlap · 7 shared positions
$SE$COP$SNOW$MDY$IBM$LEN
$279M
141 positions
#8Cornerstone National Bank & Trust CoPassive
Some overlap · 5 shared positions
$SE$COP$TJX$SNOW$MAR
$271M
209 positions
#9CacheTech Inc.Passive
Some overlap · 4 shared positions
$LEN$COP$PGR$VLTO
$519M
177 positions
#10Adams Wealth ManagementPassive
Some overlap · 4 shared positions
$LEN$COP$PGR$VLTO
$455M
145 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 6 shared positions
$BRZE$MAR$TJX$HON$IBM$MDY
$118M
73 positions
#12Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$BRZE$SNOW$IBM$VLTO
$232M
756 positions
#13Coordinated Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SE$BRZE$SNOW$LEN$COP
$174M
176 positions
#14TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$COP$PGR$TJX$MAR$SE
$283M
137 positions
#15ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$COP$BRZE$MAR$SNOW$SE$VLTO
$301M
146 positions
#16VERITY Wealth AdvisorsActive
Some overlap · 4 shared positions
$LEN$BRZE$COP$MAR
$150M
81 positions
#17CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$COP$MAR$IBM$MDY
$390M
157 positions
#18Stonekeep Investments, LLCActive
Some overlap · 4 shared positions
$SE$COP$BRZE$SNOW
$154M
66 positions
#19Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$LEN$SE$RCL$VLTO
$95M
140 positions
#20Prosperity Planning, Inc.Active
Some overlap · 6 shared positions
$SE$COP$SNOW$MDY$VLTO$BRZE
$395M
110 positions
#21Hoxton Planning & Management, LLCPassive
Some overlap · 5 shared positions
$SE$BRZE$SNOW$IBM$MAR
$333M
216 positions
#22Gen-Wealth Partners IncPassive
Some overlap · 4 shared positions
$LEN$HON$SE$IBM
$317M
728 positions
#23Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$BRZE$COP$SNOW$IBIT$IBM
$149M
70 positions
#24Creekside PartnersPassive
Some overlap · 4 shared positions
$SE$BRZE$COP$IBM
$243M
183 positions
#25FCA CORP /TXPassive
Some overlap · 4 shared positions
$SE$COP$MAR$IBM
$354M
191 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.