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Hedge Funds Similar to IFS Group

13F Portfolio OverlapQ2 2026IFS Group portfolio →
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Most similar hedge funds by 13F overlap

IFS Group,LLC is an institutional investor managing $73M across 87 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 IFS Group are PACIFIC HEIGHTS ASSET, HORIZON KINETICS ASSET, NCM, with shared positions in $TPL, $CCJ, $PLTR, $LNG, $GLW, $CVS. The full ranking of 25 similar funds is below.

#1PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$TPL$CCJ$PLTR
$3.2B
77 positions
#2HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$TPL$LNG$CCJ
$8.8B
351 positions
#3NCM Capital Management, LLCPassive
Notable overlap · 3 shared positions
$TPL$GLW$CVS
$324M
194 positions
#4Royal Palms Capital LLCPassive
Notable overlap · 6 shared positions
$GLW$NEM$PPL$SLV$AFL$PLTR
$113M
55 positions
#5Redwood Family Wealth LLCPassive
Notable overlap · 3 shared positions
$TPL$BA$PLTR
$113M
105 positions
#6Seneschal Advisors, LLCActive
Notable overlap · 3 shared positions
$TPL$BA$PLTR
$146M
596 positions
#7Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$GLW$NEM$BA$DE
$1.1B
34 positions
#8CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$CVS$PLTR
$1.3B
122 positions
#9BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$GLW$BA$CCJ$DE
$4.1B
151 positions
#10AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$GLW$BA$PLTR$SLV$AFL
$231M
93 positions
#11Resolute Capital Asset Partners LLCPassive
Some overlap · 4 shared positions
$TPL$BA$CCJ$SPOT
$234M
48 positions
#12CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$CVS$BA
$1.9B
79 positions
#13BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GLW$LNG$CCJ$SPOT
$543M
140 positions
#14MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$GLW$NEM$OXY
$167M
84 positions
#15Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$LNG$GLW$DE
$131M
63 positions
#16F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$CVS$BA$NEM$PYPL
$561M
60 positions
#17PKS Advisory Services, LLCPassive
Some overlap · 3 shared positions
$TPL$NEM$CVS
$624M
377 positions
#18MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NEM$CVS$BA$BABA
$3.9B
80 positions
#19Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$TPL$PLTR$SLV
$462M
303 positions
#20Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$CCJ$PLTR
$560M
132 positions
#21Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLW$BA$PYPL
$241M
108 positions
#22AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLW$CVS$AFL
$745M
184 positions
#23KWMG, LLCPassive
Some overlap · 3 shared positions
$GLW$BA$AFL
$1.4B
155 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$BA$PLTR
$138M
62 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$CVS$GLW$WY
$3.3B
229 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.