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Hedge Funds Similar to Impact Partnership Wealth

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

Impact Partnership Wealth, LLC is an institutional investor managing $1.0B across 439 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 Partnership Wealth are Arbejdsmarkedets Tillaegspension, Argyle, Councilmark Asset, with shared positions in $PGR, $CB, $TRV, $ALL, $TROW, $AMGN. The full ranking of 25 similar funds is below.

#1Arbejdsmarkedets TillaegspensionPassive
Some overlap · 7 shared positions
$PGR$CB$TRV$ALL$TROW$AMGN
$4.6B
164 positions
#2Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$COP$MCK$CB$BMY$ALL$AMGN
$347M
138 positions
#3Councilmark Asset Management, LLCActive
Some overlap · 5 shared positions
$PGR$COP$MCK$ACN$AMGN
$189M
84 positions
#4denkapparat Operations GmbHPassive
Some overlap · 6 shared positions
$CB$BMY$ALL$PYPL$AMGN$INCY
$306M
383 positions
#5ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$PGR$COP$CB$TROW$AMGN
$549M
195 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$COP$TGT$TRV$ACN$BMY
$1.5B
184 positions
#7William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$COP$MCK$TRV$VLO$ALL
$208M
258 positions
#8Exeter Financial, LLCPassive
Slight overlap · 5 shared positions
$COP$TGT$TRV$TROW$AMGN
$261M
101 positions
#9Barden Capital Management, Inc.Passive
Slight overlap · 5 shared positions
$COP$TRV$VLO$ALL$AU
$108M
53 positions
#10Pacer Advisors, Inc.Passive
Slight overlap · 5 shared positions
$MCK$VLO$ACN$BMY$AU
$39.3B
2,614 positions
#11PENN DAVIS MCFARLAND INCActive
Slight overlap · 5 shared positions
$TGT$ACN$BMY$PYPL$AMGN
$1.1B
79 positions
#12Kerusso Capital Management LLCPassive
Slight overlap · 5 shared positions
$EOG$BMY$TROW$LNG$AMGN
$274M
58 positions
#13Providence Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$TRV$VLO$BMY$ALL$AMGN
$170M
84 positions
#14Northwest Bancshares, Inc.Active
Slight overlap · 5 shared positions
$CB$VLO$ALL$LNG$INCY
$555M
175 positions
#15Cullen Capital Management, LLCActive
Slight overlap · 4 shared positions
$COP$TGT$CB$TRV
$10.2B
208 positions
#16Cunning Capital Partners, LPActive
Slight overlap · 4 shared positions
$PGR$MCK$CB$JBL
$248M
55 positions
#17ForthRight Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PGR$MCK$TRV$JBL
$391M
76 positions
#18Dockside LLCPassive
Slight overlap · 4 shared positions
$PGR$COP$VLO$EXE
$427M
184 positions
#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Slight overlap · 4 shared positions
$PGR$EOG$CB$ACN
$2.1B
131 positions
#20Marion Wealth ManagementPassive
Slight overlap · 4 shared positions
$COP$MCK$EOG$ACN
$491M
159 positions
#21Applied Finance Capital Management, LLCPassive
Slight overlap · 4 shared positions
$COP$TGT$TRV$VLO
$1.3B
218 positions
#22Eley Financial Management, IncPassive
Slight overlap · 4 shared positions
$COP$TGT$MCK$ACN
$309M
72 positions
#23GQG Partners LLCActive
Slight overlap · 4 shared positions
$PGR$CB$TRV$ALL
$53.8B
102 positions
#24Brindle & Bay Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$PGR$EOG$ACN$TROW
$200M
86 positions
#25KENSICO CAPITAL MANAGEMENT CORPSmart money
Slight overlap · 4 shared positions
$PGR$MCK$IQV$LNG
$5.8B
25 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.