13F Pro

Hedge Funds Similar to IFC Advisors

13F Portfolio OverlapQ2 2026IFC Advisors portfolio →
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Most similar hedge funds by 13F overlap

IFC Advisors LLC is an institutional investor managing $788M across 179 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 IFC Advisors are Samjo, Hosking Partners LLP, Global Frontier Investments, with shared positions in $GENI, $KKR, $DE, $FCX, $MS, $AXP. The full ranking of 25 similar funds is below.

#1Samjo Management, LLCActive
Notable overlap · 3 shared positions
$GENI$KKR$DE
$293M
58 positions
#2Hosking Partners LLPActive
Some overlap · 3 shared positions
$FCX$MS$AXP
$3.0B
98 positions
#3Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$KKR$AXP$ACN
$581M
30 positions
#4Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$FCX$MS$AXP$BX
$7.4B
250 positions
#5Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$FCX$PHYS$MS
$241M
215 positions
#6HC Advisors, LLCActive
Some overlap · 3 shared positions
$FCX$PHYS$AXP
$165M
62 positions
#7MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$FCX$COP$DE$MCD
$330M
108 positions
#8Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$AXP$ACN$MCD
$3.0B
23 positions
#9Foster Group, Inc.Active
Some overlap · 5 shared positions
$AXP$MCD$FCX$DE$COP
$3.8B
318 positions
#10MFF Capital Investments LtdSmart money
Some overlap · 3 shared positions
$KKR$AXP$BX
$1.6B
19 positions
#11PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FCX$MS$COP
$3.2B
77 positions
#12Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$FCX$MS$DE
$72M
52 positions
#13Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$FCX$MS$DE
$424M
49 positions
#14Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$ACN$MCD
$145M
99 positions
#15LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$FCX$KKR$ACN
$248M
91 positions
#16Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$FICO$WTW$COP$MCD$BX
$412M
181 positions
#17ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 4 shared positions
$MS$AXP$FCX$MCD
$5.7B
112 positions
#18MOSAIC FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$KKR$COP$MCD$FCX$BX
$156M
134 positions
#19TORRAY LLCActive
Some overlap · 3 shared positions
$KKR$ACN$BX
$741M
91 positions
#20DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$AXP$COP$MCD
$253M
38 positions
#21Close Asset Management LtdActive
Some overlap · 4 shared positions
$FCX$EME$MCD$DE
$3.8B
269 positions
#22Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$FCX$AXP$MCD
$631M
25 positions
#23Lansing Street AdvisorsActive
Some overlap · 5 shared positions
$MS$KKR$MCD$AXP$WY
$472M
167 positions
#24Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$AXP$MCD$DE
$142M
106 positions
#25Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$AXP$MCD
$649M
136 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.