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Hedge Funds Similar to IMZ Advisory

13F Portfolio OverlapQ2 2026IMZ Advisory portfolio →
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Most similar hedge funds by 13F overlap

IMZ Advisory Inc is an institutional investor managing $316M across 38 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 IMZ Advisory are SMITH CHAS P & ASSOCIATES PA CPAS, ROFFMAN MILLER ASSOCIATES, Willis Investment Counsel, with shared positions in $CB, $GD, $ADP, $STT. The full ranking of 11 similar funds is below.

#1SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$CB$GD$ADP
$1.8B
176 positions
#2ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$CB$GD$ADP
$1.9B
88 positions
#3Willis Investment CounselActive
Some overlap · 3 shared positions
$CB$ADP$GD
$2.1B
125 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$CB$GD$ADP
$346M
113 positions
#5MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CB$GD$ADP
$857M
166 positions
#6Somerset Trust CoPassive
Some overlap · 3 shared positions
$CB$GD$ADP
$354M
186 positions
#7Demars Financial Group, LLCActive
Some overlap · 3 shared positions
$STT$CB$ADP
$361M
113 positions
#8STONEBRIDGE CAPITAL MANAGEMENT INC
Slight overlap · 3 shared positions
$GD$STT$CB
$208M
70 positions
#9Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 3 shared positions
$GD$ADP$STT
$168M
145 positions
#10Trust CoActive
Slight overlap · 3 shared positions
$GD$ADP$STT
$1.1B
908 positions
#11Delta Accumulation, LLCActive
Slight overlap · 3 shared positions
$GD$STT$ADP
$2.5B
156 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.