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Hedge Funds Similar to Impact Partners

13F Portfolio OverlapQ3 2026Impact Partners portfolio →
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Most similar hedge funds by 13F overlap

Impact Capital Partners LLC is an institutional investor managing $365M across 267 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 Impact Partners are Mattern Wealth, Somerset, Boit C F David, with shared positions in $ADI, $MCD, $BLK, $UNP, $ABT, $LIN. The full ranking of 25 similar funds is below.

#1Mattern Wealth Management LLCActive
Some overlap · 8 shared positions
$ADI$MCD$BLK$UNP$ABT$LIN
$609M
183 positions
#2Somerset Trust CoPassive
Some overlap · 7 shared positions
$ADI$LIN$MCD$BLK$ABT$ADP
$354M
186 positions
#3Boit C F DavidPassive
Some overlap · 7 shared positions
$ADI$MCD$UNP$LIN$ABT$ADP
$238M
85 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$MCD$BLK$ABT$CB
$1.4B
275 positions
#5EASTERN BANKPassive
Some overlap · 6 shared positions
$ADI$LIN$BLK$UNP$MCD$PLD
$6.6B
1,107 positions
#6Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$MCD$BLK$PLD$ABT
$655M
539 positions
#7BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$ADI$MCD$BLK$ABT$ADP$CB
$346M
113 positions
#8Brown Miller Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$BLK$PLD$ABT$CB
$397M
204 positions
#9SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$ADI$MCD$BLK$UNP$ABT$ADP
$643M
215 positions
#10MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$BLK$ABT$ADP$CB
$857M
166 positions
#11BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$MCD$BLK$CB
$309M
154 positions
#12Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ADI$MCD$BLK$UNP$CSX
$170M
61 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$MCD$PLD$ADP$CB
$163M
113 positions
#14Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$MCD$PLD$CB
$170M
111 positions
#15CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$ADI$MCD$PLD$ADP$BLK$ABT
$5.2B
56 positions
#16Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$ADI$MCD$UNP$CSX$ABT$ADP
$110M
55 positions
#17PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$BLK$ABT$ADP
$844M
219 positions
#18SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$ADI$LIN$UNP$ABT$ADP
$1.5B
160 positions
#19RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$LIN$MCD$BLK$UNP$ABT$CB
$10.4B
645 positions
#20LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$LIN$MCD$BLK$UNP$ADP$CB
$155M
88 positions
#21ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$PLD$ADP$CB
$713M
97 positions
#22HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADI$MCD$UNP$ABT$CB
$252M
43 positions
#23Trueblood Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$MCD$CB$RSG
$284M
262 positions
#24Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$ADI$BLK$UNP$ABT$CB
$631M
271 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$LIN$MCD$UNP$ABT$ADP$CB
$455M
118 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.