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Hedge Funds Similar to Philadelphia Investment Partners

13F Portfolio OverlapQ2 2026Philadelphia Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Philadelphia Investment Partners, LLC is an institutional investor managing $161M across 189 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 Philadelphia Investment Partners are TTRF Ltd, Hedeker Wealth, Alliance Wealth Advisors, with shared positions in $PLTR, $SOFI, $QXO, $URI, $BX, $IBKR. The full ranking of 25 similar funds is below.

#1TTRF Capital LtdActive
Notable overlap · 3 shared positions
$PLTR$SOFI$QXO
$152M
13 positions
#2Hedeker Wealth, LLCPassive
Notable overlap · 5 shared positions
$PLTR$URI$BX$IBKR$FCX
$524M
92 positions
#3Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$PLTR$OKLO$PM
$308M
172 positions
#4AlphaStar Capital Management, LLCActive
Notable overlap · 5 shared positions
$PLTR$OKLO$SOFI$LEU$MO
$1.6B
280 positions
#5FORTRESS PRIVATE LEDGER, LLCPassive
Notable overlap · 3 shared positions
$PLTR$PM$OKLO
$368M
279 positions
#6PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$PLTR$FCX$CCJ$AMGN$NUE
$3.2B
77 positions
#71776 Wealth LLCActive
Notable overlap · 3 shared positions
$PLTR$BX$URI
$284M
152 positions
#8Faithward Advisors, LLCPassive
Notable overlap · 6 shared positions
$PLTR$IAU$KLAC$CCJ$IBKR$URI
$819M
339 positions
#9BALDWIN WEALTH PARTNERS LLC/MAPassive
Notable overlap · 7 shared positions
$KLAC$URI$BX$IAU$MAR$AXSM
$1.5B
234 positions
#10Henson-Edgewater Management, LLCActive
Notable overlap · 3 shared positions
$PLTR$BX$MPC
$192M
66 positions
#11Defender Capital, LLC.Active
Notable overlap · 3 shared positions
$PLTR$MO$PSX
$308M
37 positions
#12ELLERSON GROUP INC /ADVPassive
Notable overlap · 5 shared positions
$PLTR$BX$LEU$PSX$AMGN
$169M
64 positions
#13Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 4 shared positions
$BX$IAU$VLO$URI
$189M
139 positions
#14Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$FCX$IAU$BX$SOFI
$902M
91 positions
#15Cornerstone Investment Partners, LLCActive
Notable overlap · 4 shared positions
$URI$KLAC$BX$MCK
$3.0B
312 positions
#16Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$PLTR$VLO$AMGN
$288M
141 positions
#17SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$URI$BX$FCX$BKNG$PM
$145M
43 positions
#18MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$URI$FCX$VLO$CCJ$PSX
$330M
108 positions
#19SCP Investment, LPActive
Notable overlap · 5 shared positions
$BX$CCJ$VLO$PSX$FCX
$108M
47 positions
#20Strathmore Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$PLTR$IAU$BKNG$MO
$371M
142 positions
#21Independent Solutions Wealth Management, LLCActive
Some overlap · 8 shared positions
$PLTR$SCCO$VLO$IAU$IBKR$PM
$766M
194 positions
#22ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$BX$FCX$CCJ$MPC
$2.3B
181 positions
#23Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$URI$BX$JCI$BKNG
$366M
76 positions
#24Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$URI$FCX$JCI
$767M
38 positions
#25Bosman Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$JCI$SCCO$VLO
$161M
56 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.