13F Pro

Hedge Funds Similar to INVESTMENT ADVISORY SERVICES /TX /ADV

13F Portfolio OverlapQ1 2026INVESTMENT ADVISORY SERVICES /TX /ADV portfolio →
Institutional-grade research for retail investors

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 Q1 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 /ADV are GEN Financial ,, Paragon Ltd, Aurdan ,, with shared positions in $HUM, $REGN, $SCHW, $AMGN, $KO, $ABT. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active
Notable overlap · 3 shared positions
$HUM$REGN$SCHW
$162M
51 positions
#2Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$HUM$REGN$AMGN
$476M
199 positions
#3Aurdan Capital Management, LLCActive
Notable overlap · 5 shared positions
$HUM$KO$AMGN$ABT$COR
$333M
88 positions
#4Bristlecone Value Partners, LLCPassive
Notable overlap · 4 shared positions
$HUM$AXP$BAC$AMGN
$114M
68 positions
#5Cascades Capital Asset Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$MCD$BAC
$239M
158 positions
#6SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$HUM$SCHW$MCD$FDX
$272M
554 positions
#7Hubbell Strickland Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$MCD$ABT
$251M
83 positions
#8Ariston Services GroupActive
Notable overlap · 3 shared positions
$HUM$SCHW$MCK
$167M
71 positions
#9ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$HUM$KO$SCHW
$753M
159 positions
#10Keystone Financial Group, Inc.Active
Notable overlap · 3 shared positions
$HUM$AMGN$SCHW
$192M
134 positions
#11Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$HUM$SCHW$CMI
$255M
70 positions
#12Hapanowicz & Associates Financial Services, IncSmart money
Notable overlap · 3 shared positions
$HUM$MCD$FDX
$251M
31 positions
#13FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$HUM$SCHW$AMGN
$176M
104 positions
#14360 Financial, Inc.Active
Notable overlap · 3 shared positions
$HUM$AMGN$KO
$332M
80 positions
#15Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$MCD
$341M
64 positions
#16Goepper Burkhardt LLCActive
Notable overlap · 4 shared positions
$HUM$KO$AMGN$SYK
$299M
97 positions
#17CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$HUM$AMGN$BAC
$121M
54 positions
#18Councilmark Asset Management, LLCActive
Notable overlap · 4 shared positions
$HUM$AMGN$MCK$BAC
$174M
85 positions
#19Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$REGN$AMGN
$194M
54 positions
#20GreatBanc Trust COActive
Notable overlap · 4 shared positions
$HUM$ABT$MCD$BAC
$143M
67 positions
#21Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$HUM$MCK$MCD
$160M
106 positions
#22WEST PACES ADVISORS INC.Active
Notable overlap · 4 shared positions
$HUM$KO$MCD$BAC
$516M
197 positions
#23MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$HUM$BAC$KO
$824M
231 positions
#24PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$HUM$CEG$MCD
$198M
106 positions
#25Guilbault Capital LLCPassive
Notable overlap · 3 shared positions
$HUM$REGN$KO
$91M
67 positions

Compare INVESTMENT ADVISORY SERVICES /TX /ADV’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View INVESTMENT ADVISORY SERVICES /TX /ADV’s holdings

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.