What hedge funds are most similar to INVESTMENT ADVISORY SERVICES INC /TX /ADV?

The funds with the most similar 13F portfolios to INVESTMENT ADVISORY SERVICES INC /TX /ADV are LETSON INVESTMENT, Smart Portfolios, Stokes Advisors, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to INVESTMENT ADVISORY SERVICES /TX

13F Portfolio OverlapQ2 2026INVESTMENT ADVISORY SERVICES /TX portfolio →

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Most similar hedge funds by 13F overlap

INVESTMENT ADVISORY SERVICES INC /TX /ADV is an institutional investor managing $347M across 140 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 INVESTMENT ADVISORY SERVICES /TX are LETSON INVESTMENT, Smart Portfolios, Stokes Advisors, with shared positions in $MCD, $AXP, $SYK, $AMGN, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$MCD $AXP $SYK $AMGN $PEP $ABT

$273M

104 positions

#2Smart Portfolios, LLC

Notable overlap · 8 shared positions

$MCD $SYK $BLK $AMGN $PEP $FDX

$100M

99 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $AXP $SYK $PEP $ABT $TXN

$467M

118 positions

#4UNITED BANKActive

Some overlap · 8 shared positions

$MCD $BLK $CMI $SYK $AMGN $PEP

$853M

130 positions

#5Wynn Capital, LLCPassive

Some overlap · 8 shared positions

$AXP $SCHW $CMI $AMGN $FDX $BLK

$224M

116 positions

#6ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$MCD $AXP $SYK $PEP $TXN $ADP

$1.9B

88 positions

#7BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$SYK $BLK $MCD $AMGN $PEP $ABT

$346M

113 positions

#8Palisade Asset Management, LLCPassive

Some overlap · 8 shared positions

$MCD $BLK $SYK $AMGN $PEP $ABT

$1.1B

204 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$SYK $BLK $MCD $AMGN $PEP $ABT

$1.0B

880 positions

#10Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$AXP $MCD $SYK $PEP $ABT $TXN

$637M

146 positions

#11Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$AXP $BLK $MCD $AMGN $PEP $ABT

$181M

81 positions

#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 6 shared positions

$MCD $AXP $CMI $FDX $ABT $TXN

$263M

90 positions

#13Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$SYK $SCHW $CMI $AMGN $PEP $ABT

$170M

121 positions

#14Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$MCD $AXP $CMI $SYK $BLK $AMGN

$1.3B

275 positions

#15Tandem Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$MCD $SYK $BLK $PEP $ABT

$1.5B

68 positions

#16RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 6 shared positions

$MCD $BLK $SYK $PEP $ABT $ADP

$794M

188 positions

#17ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 7 shared positions

$SYK $MCD $SCHW $CMI $ABT $AXP

$248M

96 positions

#18CULBERTSON A N & CO INCActive

Some overlap · 8 shared positions

$MCD $CMI $PEP $FDX $ABT $MCK

$859M

140 positions

#19Stone Summit Wealth LLCPassive

Some overlap · 6 shared positions

$AXP $SYK $CMI $PEP $SCHW $AMGN

$394M

144 positions

#20Beaumont Asset Management, L.L.C.Smart money

Some overlap · 6 shared positions

$AXP $BLK $MCD $AMGN $TXN $ADP

$257M

79 positions

#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 6 shared positions

$MCD $SYK $BLK $PEP $ABT $ADP

$643M

215 positions

#22Boit C F DavidPassive

Some overlap · 6 shared positions

$MCD $SYK $PEP $ABT $AMGN $ADP

$238M

85 positions

#23JACOBS & CO/CAPassive

Some overlap · 7 shared positions

$SCHW $MCD $CMI $AXP $AMGN $PEP

$1.2B

134 positions

#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$BLK $SYK $MCD $SCHW $AMGN $ADP

$152M

84 positions

#25St. Johns Investment Management Company, LLCPassive

Some overlap · 5 shared positions

$AXP $MCD $SYK $CMI $AMGN

$264M

201 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.