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Hedge Funds Similar to INVESTMENT ASSOCIATES /ADV

13F Portfolio OverlapQ1 2026INVESTMENT ASSOCIATES /ADV portfolio →
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Most similar hedge funds by 13F overlap

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV is an institutional investor managing $420M across 30 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 INVESTMENT ASSOCIATES /ADV are EPACRIA PARTNERS,, Contrarius Group Ltd, Lifetime Wealth P.C., with shared positions in $BSM, $BTI, $PM, $CNQ, $EPD, $QVCGA. The full ranking of 25 similar funds is below.

#1EPACRIA CAPITAL PARTNERS, LLCActive
Substantial overlap · 5 shared positions
$BSM$BTI$PM$CNQ$EPD
$129M
29 positions
#2Contrarius Group Holdings LtdActive
Notable overlap · 3 shared positions
$BTI$PM$QVCGA
$1.8B
39 positions
#3Lifetime Wealth Management P.C.Passive
Notable overlap · 3 shared positions
$CNQ$BTI$EPD
$176M
86 positions
#4Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PM$CNQ$UBER$NU
$124M
75 positions
#5R.H. Investment Group, LLCPassive
Notable overlap · 3 shared positions
$PM$EPD$USB
$130M
45 positions
#6GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$BTI$CNQ
$63.1B
81 positions
#7WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$PM$NU$MCK$CNQ
$43.8B
263 positions
#8Madison Avenue Partners, LPActive
Notable overlap · 3 shared positions
$MOH$BTI$SOLV
$2.3B
27 positions
#9PMC FIG Opportunities LLCActive
Some overlap · 3 shared positions
$NU$TFIN$SII
$65M
29 positions
#10Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$MCK$UBER$PM
$781M
56 positions
#11CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$PM$UBER$NU$BTI
$309M
91 positions
#12Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$BTI$UBER$PM
$503M
87 positions
#13Timelo Investment Management Inc.Active
Some overlap · 3 shared positions
$MOH$BTI$BAX
$127M
51 positions
#14Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MCK$BTI$PHG
$392M
128 positions
#15Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$PM$UBER$CACI
$108M
74 positions
#16MAVERICK CAPITAL LTDPassive
Some overlap · 3 shared positions
$NU$PM$MOH
$8.7B
241 positions
#17First Pacific Advisors, LPActive
Some overlap · 3 shared positions
$LBRDA$BAX$UBER
$7.1B
86 positions
#18Capital Research Global InvestorsActive
Some overlap · 3 shared positions
$PM$UBER$CNQ
$644.6B
459 positions
#19Applied Capital LLC/FLActive
Some overlap · 3 shared positions
$EPD$PM$USB
$212M
92 positions
#20Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$PM$CNQ$UBER
$218M
113 positions
#21Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$MCK$PM$USB
$113M
37 positions
#22Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$BTI$PM$USB
$374M
40 positions
#23CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 3 shared positions
$PM$EPD$MCK
$758M
179 positions
#24Sage Investment Counsel LLCPassive
Some overlap · 4 shared positions
$UBER$EPD$CNQ$USB
$90M
127 positions
#25Finivi Inc.Passive
Some overlap · 4 shared positions
$NU$CNQ$PM$USB
$183M
103 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.