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Hedge Funds Similar to IFC & Insurance Marketing

13F Portfolio OverlapQ2 2026IFC & Insurance Marketing portfolio →
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Most similar hedge funds by 13F overlap

IFC & Insurance Marketing, Inc. is an institutional investor managing $114M across 78 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 & Insurance Marketing are Variant Private Wealth, Modus Advisors, CTC Alternative Strategies, Ltd., with shared positions in $CRWD, $IAU, $PLTR, $SPCX, $CVNA, $RCL. The full ranking of 25 similar funds is below.

#1Variant Private Wealth, LLCActive
Some overlap · 4 shared positions
$CRWD$IAU$PLTR$SPCX
$89M
42 positions
#2Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$IAU$PLTR$SPCX
$405M
118 positions
#3CTC Alternative Strategies, Ltd.Passive
Some overlap · 5 shared positions
$CVNA$RCL$BE$SPCX$HWM
$69M
83 positions
#4PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$BE$CVNA$PLTR
$174M
92 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$IAU$CRWD$PLTR$BA
$251M
74 positions
#6True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$IAU$PLTR
$194M
98 positions
#7Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$IAU$PLTR
$819M
339 positions
#8Kultura Capital Management LPActive
Some overlap · 4 shared positions
$CRWD$BE$PLTR$SPCX
$553M
66 positions
#9MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$CRWD$PLTR$BA$SPCX$HWM
$360M
118 positions
#10Clear Creek Financial Management, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$BE
$1.6B
643 positions
#11VIMA LLCPassive
Some overlap · 3 shared positions
$CRWD$IAU$BE
$103M
372 positions
#12Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$MAR$RCL
$2.7B
206 positions
#13PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$CRWD$IAU$HWM
$462M
86 positions
#14JENNISON ASSOCIATES LLCActive
Some overlap · 4 shared positions
$CRWD$BA$PLTR$SPCX
$166.7B
567 positions
#15Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$BA
$319M
123 positions
#16Mezzasalma Advisors, LLCPassive
Some overlap · 5 shared positions
$RCL$BE$CRWD$SPCX$HWM
$498M
171 positions
#17Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$RCL$BE
$332M
99 positions
#18Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$IAU$HWM
$218M
184 positions
#19OAK RIDGE INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$MAR$HWM$PLTR$BE
$1.8B
170 positions
#20WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$560M
122 positions
#21Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$HWM
$233M
99 positions
#22Crystal Rock Capital ManagementActive
Some overlap · 3 shared positions
$CRWD$MAR$SPCX
$196M
34 positions
#23MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$466M
250 positions
#24Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$MAR$HWM
$181M
73 positions
#25Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$PLTR$BA$SPCX
$508M
137 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.