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 IAG Wealth Partners

13F Portfolio OverlapQ2 2026IAG Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

IAG Wealth Partners, LLC is an institutional investor managing $1.0B across 508 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 IAG Wealth Partners are Walsh & Associates, Friday Financial, Cedar Point Partners, with shared positions in $STT, $WEC, $PEP, $DE, $MDY, $BA. The full ranking of 25 similar funds is below.

#1Walsh & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $WEC $PEP

$122M

245 positions

#2Friday FinancialActive

Notable overlap · 4 shared positions

$STT $WEC $DE $MDY

$373M

108 positions

#3Cedar Point Capital Partners, LLCActive

Notable overlap · 4 shared positions

$STT $BA $DE $NEE

$174M

77 positions

#4Financial Engines Advisors L.L.C.Active

Notable overlap · 3 shared positions

$STT $BA $MDY

$56.3B

552 positions

#5Sterling Group Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$STT $DE $NEE $PEP

$244M

62 positions

#6Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$STT $DE $PEP

$4.0B

454 positions

#7American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $MDY $MCD

$110M

56 positions

#8LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$STT $MDY $PEP

$1.2B

232 positions

#9Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$STT $MCD $PEP

$5.3B

1,313 positions

#10HENGEHOLD CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$STT $MCD $PEP

$1.3B

229 positions

#11Stonebrook Private Inc.Passive

Some overlap · 3 shared positions

$STT $JCI $MCD

$548M

271 positions

#12Powerhouse Assets LLCSmart money

Some overlap · 3 shared positions

$STT $MDY $MCD

$123M

57 positions

#13PROFFITT & GOODSON INCActive

Some overlap · 3 shared positions

$STT $NEE $PEP

$728M

298 positions

#14Midwest Capital Advisors, LLCActive

Some overlap · 3 shared positions

$STT $DE $NEE

$246M

210 positions

#15Horizons Wealth Management

Some overlap · 3 shared positions

$STT $DE $MDY

$152M

170 positions

#16LightSquare Wealth Management, LLCPassive

Some overlap · 3 shared positions

$STT $JCI $NEE

$145M

104 positions

#17Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$STT $BA $PEP

$251M

74 positions

#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$STT $WEC $PEP

$1.3B

99 positions

#19Verity & Verity, LLCActive

Some overlap · 4 shared positions

$STT $WEC $NEE $PEP

$1.5B

138 positions

#2010Elms LLPPassive

Some overlap · 3 shared positions

$STT $MCD $PEP

$236M

526 positions

#21StrongBox Wealth, LLCPassive

Some overlap · 3 shared positions

$STT $NEE $PEP

$351M

267 positions

#22Allied Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$STT $BA $DE $PEP

$797M

110 positions

#23Financial Enhancement Group LLCPassive

Some overlap · 3 shared positions

$STT $NEE $MSTR

$839M

137 positions

#24Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$STT $MDY $MCD

$309M

142 positions

#25Global Trust Wealth Management LLCPassive

Some overlap · 3 shared positions

$STT $WEC $NEE

$145M

75 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.