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Hedge Funds Similar to Iron Gate Global Advisors

13F Portfolio OverlapQ2 2026Iron Gate Global Advisors portfolio →
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Most similar hedge funds by 13F overlap

Iron Gate Global Advisors LLC is an institutional investor managing $1.0B across 109 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 Iron Gate Global Advisors are CACTI ASSET, Bradley & Private Wealth, VESTOR, with shared positions in $AXP, $UBER, $MS, $PLTR, $ASML, $SNOW. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AXP$UBER$MS
$2.0B
76 positions
#2Bradley & Co. Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$AXP$PLTR$ASML
$210M
221 positions
#3VESTOR CAPITAL, LLCActive
Some overlap · 4 shared positions
$AXP$MS$SNOW$UBER
$486M
276 positions
#4N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$AXP$UBER$PLTR
$231M
34 positions
#5Galvin, Gaustad & Stein, LLCPassive
Some overlap · 3 shared positions
$UBER$AXP$ASML
$1.4B
262 positions
#6N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$AXP$UBER$PLTR
$282M
43 positions
#7Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$PLTR$ASML
$717M
251 positions
#8BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APD$AXP$PLTR$ETN
$414M
106 positions
#9Wealth Advisory Solutions, LLCPassive
Some overlap · 4 shared positions
$APD$UBER$AXP$ASML
$487M
150 positions
#10Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$UBER$HSY$PPG$CARR
$214M
72 positions
#11Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$APD$HSY$ETN
$248M
30 positions
#12LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$AXP$UBER$EMR$CARR
$782M
179 positions
#13Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$AXP$PLTR$UBER$SNOW
$294M
108 positions
#14SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$AXP$UBER$PLTR
$1.5B
160 positions
#15CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$UBER$AXP$ASML
$2.3B
150 positions
#16Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$APD$PLTR$ETN
$1.1B
215 positions
#17Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$UBER$PLTR$ETN$ASML
$116M
78 positions
#18Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$APD$HSY$ETN
$214M
33 positions
#19Foster Group, Inc.Active
Some overlap · 3 shared positions
$AXP$PLTR$ETN
$3.8B
318 positions
#20BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Some overlap · 3 shared positions
$APD$UBER$AXP
$33.0B
369 positions
#21Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$UBER$AXP$ASML
$456M
50 positions
#22Ulysses Management LLCActive
Some overlap · 4 shared positions
$UBER$AXP$MS$ASML
$506M
42 positions
#23Sun Financial IncPassive
Some overlap · 4 shared positions
$AXP$PLTR$APD$ETN
$212M
161 positions
#24Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$UBER$PLTR$SNOW
$154M
100 positions
#25PeakShares LLCActive
Some overlap · 3 shared positions
$UBER$AXP$PLTR
$134.4B
122 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.