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Hedge Funds Similar to Innovative Asset Advisors Group,

13F Portfolio OverlapQ1 2026Innovative Asset Advisors Group, portfolio →
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Most similar hedge funds by 13F overlap

Innovative Asset Advisors Group, LLC is an institutional investor managing $173M across 1,039 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 Innovative Asset Advisors Group, are BERKSHIRE, Werlinich Asset ,, Value Aligned Research Advisors,, with shared positions in $NBIS, $PLTR, $VRT, $BE, $ASML, $GLW. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 6 shared positions
$NBIS$PLTR$VRT$BE$ASML$GLW
$277M
114 positions
#2Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$VRT$AMD$LMT$PFE$ASML$GLW
$206M
56 positions
#3Value Aligned Research Advisors, LLCActive
Some overlap · 5 shared positions
$NBIS$VRT$BE$AMD$ASML
$20.7B
107 positions
#4HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$PLTR$VRT$AMD$MAR$GLW
$909M
112 positions
#5CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NBIS$PLTR$AMD$MAR
$121M
104 positions
#6Genesis Financial Group, LLCPassive
Some overlap · 5 shared positions
$NBIS$PLTR$BE$PFE$BRZE
$158M
103 positions
#7PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$BE$AMD$NBIS
$128M
80 positions
#8Telligent Fund, LPActive
Some overlap · 4 shared positions
$PLTR$VRT$AMD$NBIS
$94M
24 positions
#9Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$NBIS$PLTR$AMD$ASML
$239M
46 positions
#10Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$BRZE$NBIS$ASML
$262M
320 positions
#11Clear Street Group Inc.Active
Some overlap · 4 shared positions
$NBIS$PLTR$AMD$BE
$24.6B
1,113 positions
#12PW Nova Financial Services LLCPassive
Some overlap · 6 shared positions
$MAR$PLTR$LMT$VRT$MKL$SAN
$399M
193 positions
#13Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$LMT$AMD
$646M
274 positions
#14HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$BRZE$MKL$SAN$MAR
$238M
142 positions
#15CVFG LLCPassive
Some overlap · 5 shared positions
$VRT$BE$LMT$AMD$PLTR
$804M
239 positions
#16Wealth Management Partners, LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$AMD$ASML$SAN
$350M
147 positions
#17Nova Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$PLTR$MAR$SLV$AMD$SAN$LMT
$154M
545 positions
#18Chicago Capital, LLCActive
Some overlap · 5 shared positions
$VRT$BE$PLTR$AMD$ASML
$3.7B
355 positions
#19Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$PLTR$VRT$AMD$ASML
$65M
34 positions
#20Greenline Wealth Management LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$AMD$NBIS
$87M
94 positions
#21Global Trust Asset Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$BRZE$AMD
$262M
458 positions
#22OMC Financial Services LTDActive
Some overlap · 5 shared positions
$AMD$MAR$LMT$GLW$F
$258M
64 positions
#23Balboa Wealth PartnersPassive
Some overlap · 4 shared positions
$PLTR$AMD$VRT$ASML
$596M
455 positions
#24Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$VRT$LMT$PLTR$PFE
$552M
212 positions
#25PeakShares LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$MAR$GLW
$109M
116 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.