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 IFP Advisors

13F Portfolio OverlapQ2 2026IFP Advisors portfolio →

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Most similar hedge funds by 13F overlap

IFP Advisors, Inc is an institutional investor managing $5.5B across 5,147 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 IFP Advisors are PATTON FUND, Advocacy Wealth, Swisher Financial Concepts, with shared positions in $IAU, $VRT, $CRWD, $TER, $ABT, $FNV. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$IAU $VRT $CRWD $TER

$462M

86 positions

#2Advocacy Wealth Management, LLCActive

Slight overlap · 3 shared positions

$IAU $ABT $VRT

$2.8B

151 positions

#3Swisher Financial Concepts, Inc.Active

Slight overlap · 3 shared positions

$IAU $ABT $VRT

$159M

107 positions

#4Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$IAU $ABT $VRT

$1.3B

275 positions

#5Intellus Advisors LLCActive

Slight overlap · 3 shared positions

$IAU $FNV $CRWD

$823M

134 positions

#6Faithward Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$819M

339 positions

#7WESPAC Advisors SoCal, LLCPassive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$560M

122 positions

#8True Vision MN LLC

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$194M

98 positions

#9Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$251M

74 positions

#10BECK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$543M

140 positions

#11PANORAMIC INVESTMENT ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$IAU $ABT $CRWD

$209M

141 positions

#12WORMSER FRERES GESTIONPassive

Slight overlap · 3 shared positions

$IAU $VRT $ABT

$177M

66 positions

#13Strategies Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$1.1B

202 positions

#14Outlook Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $VRT $TER

$463M

305 positions

#15Sepio Capital, LPActive

Slight overlap · 3 shared positions

$IAU $ABT $CRWD

$2.0B

346 positions

#16Hamilton Wealth, LLCPassive

Slight overlap · 3 shared positions

$IAU $CRWD $ABT

$546M

118 positions

#17Spears Abacus Advisors LLCPassive

Slight overlap · 3 shared positions

$ABT $FNV $VRT

$5.6B

445 positions

#18Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 4 shared positions

$VRT $TER $AU $CRWD

$5.3B

742 positions

#19KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Slight overlap · 3 shared positions

$ABT $FNV $TER

$192M

89 positions

#20Hobbs Group Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$380M

164 positions

#21Zuckerman Investment Group, LLCActive

Slight overlap · 3 shared positions

$ABT $VRT $XYZ

$1.2B

139 positions

#22Cornerstone Capital, Inc.Active

Slight overlap · 3 shared positions

$ABT $VRT $CRWD

$1.1B

120 positions

#23Interchange Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$IAU $VRT $CRWD

$532M

430 positions

#24VAN ECK ASSOCIATES CORPActive

Slight overlap · 3 shared positions

$FNV $TER $AU

$164.1B

1,337 positions

#25Broderick Brian CActive

Slight overlap · 3 shared positions

$ABT $CRWD $VRT

$646M

95 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.