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Hedge Funds Similar to Intentional Wealth Strategies

13F Portfolio OverlapQ2 2026Intentional Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Intentional Wealth Strategies, LLC is an institutional investor managing $107M across 68 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 Intentional Wealth Strategies are FDx Advisors, Wealth Quarterback, TSA Wealth Managment, with shared positions in $IAU, $STX, $WDC, $FBTC, $PH, $TJX. The full ranking of 25 similar funds is below.

#1FDx Advisors, Inc.Passive
Notable overlap · 3 shared positions
$IAU$STX$WDC
$332M
179 positions
#2Wealth Quarterback LLCActive
Notable overlap · 3 shared positions
$IAU$FBTC$PH
$328M
180 positions
#3TSA Wealth Managment LLCActive
Notable overlap · 3 shared positions
$IAU$STX$TJX
$356M
124 positions
#4Cogent Private Wealth, Inc.Active
Some overlap · 3 shared positions
$IAU$WDC$STX
$160M
117 positions
#5Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$PH$STX
$308M
152 positions
#6SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$WDC$SIVR$STX
$973M
379 positions
#7Bellwether Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$IAU$STX$KEYS
$675M
167 positions
#8LaSalle St. Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SIVR$FBTC
$818M
429 positions
#9Stone House Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$TJX
$768M
215 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$STX$WDC
$389M
77 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WDC$STX$IAU
$543M
140 positions
#12Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$STX$KEYS
$955M
337 positions
#13Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$FBTC$TJX
$1.2B
127 positions
#14Braun-Bostich & Associates Inc.Active
Some overlap · 3 shared positions
$IAU$TJX$PH
$175M
135 positions
#15CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$WDC$STX$KEYS
$520M
258 positions
#16SMART Wealth LLCPassive
Some overlap · 3 shared positions
$WDC$SIVR$FBTC
$464M
222 positions
#17Englebert Financial Advisers, LLCActive
Some overlap · 3 shared positions
$WDC$STX$PH
$101M
62 positions
#18Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$TJX$SIVR
$71M
72 positions
#19WIN ADVISORS, INCActive
Some overlap · 3 shared positions
$WDC$STX$KEYS
$281M
75 positions
#20Night Squared LPPassive
Some overlap · 3 shared positions
$WDC$STX$PH
$930M
69 positions
#21BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$SIVR
$238M
164 positions
#22Sound Capital Solutions LLCPassive
Some overlap · 3 shared positions
$STX$WDC$KEYS
$427M
309 positions
#23Decker Retirement Planning Inc.Active
Some overlap · 3 shared positions
$WDC$STX$IAU
$302M
359 positions
#24National Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$WDC$STX$FBTC
$347M
214 positions
#25City Center Advisors, LLCPassive
Some overlap · 4 shared positions
$WDC$SIVR$STX$IAU
$131M
185 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.