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 IFS Advisors

13F Portfolio OverlapQ3 2026IFS Advisors portfolio →

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Most similar hedge funds by 13F overlap

IFS Advisors, LLC is an institutional investor managing $332M across 463 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IFS Advisors are Kinloch, VAUGHAN DAVID INVESTMENTS, MORTON COMMUNITY BANK, with shared positions in $CAH, $ADP, $NEE, $MO, $PM, $DE. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$CAH $ADP $NEE $MO $PM

$274M

79 positions

#2VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 6 shared positions

$DE $NEE $LNT $XEL $AEP $PM

$5.0B

245 positions

#3MORTON COMMUNITY BANKPassive

Some overlap · 6 shared positions

$DE $NEE $LNT $XEL $AEP $PM

$491M

120 positions

#4Belleair Asset Management, LLCActive

Some overlap · 4 shared positions

$CAH $DE $NEE $PM

$119M

84 positions

#5Beck Bode, LLCPassive

Slight overlap · 4 shared positions

$CAH $NEE $XEL $CRWD

$660M

108 positions

#6Consolidated Planning CorpActive

Slight overlap · 5 shared positions

$CAH $ADP $SPCX $PM $VZ

$735M

186 positions

#7SPRING CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$DE $ADP $NEE $TPL $VZ

$208M

56 positions

#8Orca Investment Management, LLCActive

Slight overlap · 5 shared positions

$CAH $ADP $MO $VZ $PFE

$138M

60 positions

#9Skyline Advisors, Inc.Active

Slight overlap · 5 shared positions

$DE $NEE $CRWD $MO $PM

$319M

123 positions

#10Signature Wealth Management Partners, LLCPassive

Slight overlap · 5 shared positions

$DE $NEE $CRWD $MO $PM

$234M

124 positions

#11Great Diamond Partners, LLCPassive

Slight overlap · 3 shared positions

$CAH $ADP $NEE

$596M

238 positions

#12Pacer Advisors, Inc.Passive

Slight overlap · 6 shared positions

$CAH $ADP $MO $F $VZ $PFE

$39.3B

2,614 positions

#13LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$CAH $DE $LNT

$1.0B

154 positions

#14Providence Financial Advisors, LLCActive

Slight overlap · 6 shared positions

$DE $NEE $MO $CAH $PM $PFE

$176M

60 positions

#15Xcel Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$NEE $DE $CRWD $SPCX $F $PFE

$404M

140 positions

#16GQG Partners LLCActive

Slight overlap · 6 shared positions

$NEE $XEL $AEP $MO $PM $VZ

$53.8B

102 positions

#17OLD REPUBLIC INTERNATIONAL CORPActive

Slight overlap · 4 shared positions

$CAH $XEL $AEP $PFE

$2.2B

70 positions

#18Cedar Point Capital Partners, LLCActive

Slight overlap · 4 shared positions

$DE $NEE $LNT $CRWD

$174M

77 positions

#19Hoese & Co LLPActive

Slight overlap · 5 shared positions

$DE $XEL $AEP $MO $PM

$152M

173 positions

#20Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$CAH $NEE $AEP

$1.3B

54 positions

#21Cornerstone Select Advisors, LLCPassive

Slight overlap · 4 shared positions

$CAH $CRWD $MO $VZ

$238M

149 positions

#22Sterling Investment Advisors, Ltd.Passive

Slight overlap · 4 shared positions

$CAH $DE $CRWD $PFE

$599M

225 positions

#23Columbus Macro, LLCPassive

Slight overlap · 3 shared positions

$CAH $ADP $MO

$1.0B

208 positions

#24Aull & Monroe Investment Management CorpPassive

Slight overlap · 4 shared positions

$DE $ADP $NEE $VZ

$231M

125 positions

#25Argyle Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$DE $NEE $CRWD $MO

$162M

175 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.