13F Pro

Hedge Funds Similar to IAM Advisory

13F Portfolio OverlapQ2 2026IAM Advisory portfolio →
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Most similar hedge funds by 13F overlap

IAM Advisory, LLC is an institutional investor managing $513M across 107 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 IAM Advisory are FCF Advisors, Blue Whale LLP, Williamson Legacy Group, with shared positions in $SNDK, $MCK, $LMT, $STRL, $VRT, $BMY. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive
Notable overlap · 7 shared positions
$SNDK$MCK$LMT$STRL$VRT$BMY
$544M
58 positions
#2Blue Whale Capital LLPActive
Notable overlap · 6 shared positions
$SNDK$MSI$VRT$WM$HON$HONA
$3.2B
27 positions
#3Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$SNDK$BE$VRT$HWM$NVT
$201M
75 positions
#4Harvest Investment Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$LHX$PNC$LMT$BMY$GILD
$202M
58 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$MCK$WM$LMT$HON$HONA
$292M
99 positions
#6Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$AMGN$MCK$WM$LMT$HON$HONA
$360M
73 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$AMGN$NVS$WM$LMT$HON$HONA
$529M
75 positions
#8N10 WEALTH, LLCActive
Some overlap · 5 shared positions
$SNDK$MCK$VRT$PLTR$AMGN
$348M
65 positions
#9Ma Investment Partnership, LPActive
Some overlap · 4 shared positions
$SNDK$BE$VRT$RDDT
$561M
13 positions
#10N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$SNDK$MCK$VRT$PLTR
$263M
34 positions
#11HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$AMGN$NVS$PNC$LMT$HON$HONA
$363M
92 positions
#12Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 6 shared positions
$SNDK$WM$PLTR$RSG$BE$NVT
$188M
427 positions
#13Themes Management Co LLCPassive
Some overlap · 7 shared positions
$LHX$LMT$NOC$HWM$PLTR$HON
$151M
120 positions
#14Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$SNDK$VRT$BMY$MCK$PLTR
$321M
508 positions
#15Aragon Global Management, LPActive
Some overlap · 4 shared positions
$SNDK$BE$VRT$PLTR
$264M
23 positions
#16VISIONARY HORIZONS, LLCActive
Some overlap · 6 shared positions
$AMGN$NVS$NOC$HWM$GILD$PLTR
$251M
144 positions
#17Kultura Capital Management LPActive
Some overlap · 4 shared positions
$SNDK$BE$RDDT$PLTR
$553M
66 positions
#18Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$PNC$LMT$BMY
$155M
107 positions
#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MCK$WM$MSI$NOC$RSG
$1.0B
154 positions
#20Brookmont Capital ManagementActive
Some overlap · 6 shared positions
$WM$LHX$PNC$GILD$HON$HONA
$176M
64 positions
#21Hel Ved Capital Management LtdActive
Some overlap · 4 shared positions
$SNDK$STRL$HWM$BE
$1.4B
72 positions
#22Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$WM$AMGN$NOC$LMT$HON$HONA
$227M
73 positions
#23Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$STRL$BE$SNDK$VRT$GILD$PLTR
$560M
132 positions
#24NAVELLIER & ASSOCIATES INCPassive
Some overlap · 7 shared positions
$BE$VRT$HWM$PLTR$STRL$AEIS
$1.3B
322 positions
#25Retireful, LLCPassive
Some overlap · 4 shared positions
$SNDK$STRL$VRT$NVT
$116M
86 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.