13F Pro

Hedge Funds Similar to Impact Investors

13F Portfolio OverlapQ2 2026Impact Investors portfolio →
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Most similar hedge funds by 13F overlap

Impact Investors, Inc is an institutional investor managing $137M across 88 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 Impact Investors are EQ, Sharkey, Howes & Javer, Permanens, with shared positions in $IAU, $MUFG, $ASML, $PWR, $STT, $MELI. The full ranking of 25 similar funds is below.

#1EQ LLCActive
Substantial overlap · 3 shared positions
$IAU$MUFG$ASML
$407M
87 positions
#2Sharkey, Howes & JaverActive
Substantial overlap · 4 shared positions
$IAU$MUFG$PWR$STT
$829M
163 positions
#3Permanens Capital L.P.Active
Notable overlap · 4 shared positions
$IAU$MUFG$MELI$ASML
$972M
100 positions
#4NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$MUFG$KLAC
$838M
122 positions
#5Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$STT$KLAC$WM
$246M
210 positions
#6Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$STT$USB
$211M
62 positions
#7White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$MUFG$ASML
$802M
151 positions
#8RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$FTDR
$218M
108 positions
#9LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$USB$TER
$143M
89 positions
#105T Wealth, LLCActive
Notable overlap · 3 shared positions
$IAU$ANET$TER
$269M
134 positions
#11ANDERSON HOAGLAND & COActive
Notable overlap · 3 shared positions
$IAU$ASML$PWR
$1.3B
137 positions
#12Archer Investment Management, LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$IOT
$293M
110 positions
#13Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$ASML
$378M
224 positions
#14EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$WSM$ANET
$194M
119 positions
#15Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$ASML$KLAC
$13.5B
367 positions
#16JSF Financial, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$STT
$632M
142 positions
#17Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$ASML$STT
$122M
39 positions
#18FLYWHEEL PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$PWR$IAU$ASML
$203M
109 positions
#19Guardian Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$ANET$ASML$WM$AZO
$204M
66 positions
#20Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$PWR$ANET$ASML$KLAC
$370M
52 positions
#21Faithward Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$ASML$ANET$KLAC
$819M
339 positions
#22EQUITABLE TRUST COPassive
Notable overlap · 3 shared positions
$IAU$ASML$KLAC
$2.4B
452 positions
#23Broadleaf Partners, LLCPassive
Notable overlap · 4 shared positions
$ANET$PWR$KLAC$ASML
$517M
86 positions
#24Advocacy Wealth Management, LLCActive
Notable overlap · 3 shared positions
$ANET$IAU$ASML
$2.8B
151 positions
#25SIGNET FINANCIAL MANAGEMENT, LLC
Notable overlap · 5 shared positions
$ANET$PWR$ASML$STT$KLAC
$892M
299 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.