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Hedge Funds Similar to Integrity Wealth Partners

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

Integrity Wealth Partners, LLC is an institutional investor managing $111M across 99 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 Integrity Wealth Partners are Broyhill Asset, Elevate Advisors, Beaumont Asset , L.L.C., with shared positions in $BBN, $UBER, $NOW, $MNST, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$BBN$UBER$NOW
$112M
77 positions
#2Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MNST$NOW$MCD$UBER
$182M
77 positions
#3Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$NOW$MCD$UBER$AMGN
$257M
79 positions
#4SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 3 shared positions
$BBN$NBB$BHK
$5.3B
521 positions
#5Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$MNST$UBER$AMGN
$271M
91 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$UBER$NOW$MCD
$138M
71 positions
#7NatWest Group plcActive
Some overlap · 3 shared positions
$MNST$UBER$AMGN
$560M
48 positions
#8Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$UBER$MNST$NOW
$894M
60 positions
#9Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$ETH$NOW$IBIT
$407M
95 positions
#10Nepsis Inc.Active
Some overlap · 3 shared positions
$UBER$NOW$AMGN
$295M
28 positions
#11ASSOCIATED BANC-CORPPassive
Some overlap · 3 shared positions
$UBER$NOW$MCD
$4.2B
381 positions
#12First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$UBER$MCD$AMGN
$1.4B
73 positions
#13American Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$NOW$UBER$AMGN
$185M
95 positions
#14Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$MCD$IBIT
$405M
118 positions
#15Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$NOW$UBER$MCD
$134M
103 positions
#16Verde Capital ManagementActive
Some overlap · 3 shared positions
$ETH$IBIT$MCD
$541M
80 positions
#17United Asset Strategies, Inc.Passive
Some overlap · 3 shared positions
$NOW$MNST$AMGN
$1.4B
259 positions
#18Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UBER$NOW$IBIT
$490M
134 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$NOW$MCD$AMGN
$358M
74 positions
#20Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$NOW$MCD$AMGN
$142M
106 positions
#21Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$NOW$MCD$AMGN
$817M
89 positions
#22Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$UBER$NOW$MNST
$2.8B
151 positions
#23Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$NOW$MCD$AMGN
$223M
81 positions
#24ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$NOW$MCD$AMGN
$344M
173 positions
#25TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$UBER$NOW$IBIT
$785M
68 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.