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Hedge Funds Similar to INVESTMENT /VA/ /ADV

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

INVESTMENT MANAGEMENT CORP /VA/ /ADV is an institutional investor managing $116M across 52 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 /VA/ /ADV are Ironsides Asset Advisors,, Wealth Intelligence,, Edgemoor Investment Advisors,, with shared positions in $LOW, $KKR, $SLV, $GEV, $LRCX, $VZ. The full ranking of 25 similar funds is below.

#1Ironsides Asset Advisors, LLCActive
Substantial overlap · 5 shared positions
$LOW$KKR$SLV$GEV$LRCX
$399M
80 positions
#2Wealth Intelligence, LLCActive
Substantial overlap · 3 shared positions
$LOW$GEV$VZ
$208M
58 positions
#3Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$LOW$GD$URI$VRTX$VZ
$1.3B
170 positions
#4Juno Financial Group LLCActive
Some overlap · 3 shared positions
$KKR$LOW$CRWD
$255M
70 positions
#5MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$LOW$URI$VRTX
$482M
106 positions
#6PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$LOW$SHW$CTAS
$196M
53 positions
#7Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$KKR$LOW$LRCX
$441M
206 positions
#8Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$TJX$IAU$GD
$356M
180 positions
#9Westside Investment Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$SHW$URI$MU
$653M
1,477 positions
#10Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$LOW$SHW$TJX$URI$VZ
$200M
53 positions
#11URS Advisory LLCActive
Some overlap · 4 shared positions
$KKR$SHW$SLV$COF
$137M
51 positions
#12Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$KKR$CRWD$TJX$VMC
$252M
96 positions
#13Asio Capital, LLCActive
Some overlap · 6 shared positions
$LOW$COF$CRWD$LRCX$GEV$CRH
$712M
110 positions
#14MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 4 shared positions
$KKR$LRCX$VRTX$URI
$436M
387 positions
#15Kaizen Financial StrategiesPassive
Some overlap · 4 shared positions
$KKR$SHW$GEV$LRCX
$236M
174 positions
#16Wealth Dimensions Group, Ltd.Active
Some overlap · 4 shared positions
$KKR$IAU$CTAS$GEV
$508M
170 positions
#17Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$KKR$CRWD$TJX
$2.3B
186 positions
#18waypoint wealth counselPassive
Some overlap · 4 shared positions
$KKR$IAU$MU$GEV
$193M
229 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$LOW$SHW$TJX$CTAS
$501M
138 positions
#20Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$SHW$COF
$654M
318 positions
#21Grandview Asset Management LLCActive
Some overlap · 3 shared positions
$KKR$CRWD$GEV
$342M
137 positions
#22Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$KKR$SHW$SLV$LOW
$559M
127 positions
#23Elevation Advisory Partners LLCActive
Some overlap · 3 shared positions
$KKR$SHW$CRWD
$107M
97 positions
#24FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KKR$SHW$TJX$CRWD
$233M
350 positions
#25Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$KKR$COF$GEV
$156M
44 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.