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Hedge Funds Similar to INCEPTIONR

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

INCEPTIONR LLC is an institutional investor managing $407M across 628 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 INCEPTIONR are Kerusso, HARRIS ASSOCIATES L P, Weaver C. Barksdale & Associates, with shared positions in $GILD, $PFH, $AMP, $TROW, $TJX, $MMM. The full ranking of 25 similar funds is below.

#1Kerusso Capital Management LLCPassive
Slight overlap · 6 shared positions
$GILD$PFH$AMP$TROW$TJX$MMM
$274M
58 positions
#2HARRIS ASSOCIATES L PActive
Slight overlap · 6 shared positions
$CTVA$AER$COP$STT$GEHC$TRGP
$75.4B
162 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 6 shared positions
$GILD$PFH$AMP$ORI$LMT$CI
$111M
62 positions
#4Basepoint Wealth LLCPassive
Slight overlap · 6 shared positions
$AMP$COP$INGR$TROW$MMM$GEHC
$175M
632 positions
#5iSAM Funds (UK) LtdPassive
Slight overlap · 6 shared positions
$CTVA$GILD$CFG$HIG$NI$PEG
$142M
241 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 6 shared positions
$GILD$TROW$TJX$LMT$KMI$ADI
$6.4B
290 positions
#7Harvest Investment Advisors, LLCActive
Slight overlap · 6 shared positions
$GILD$STT$LMT$HIG$KMI$DG
$202M
58 positions
#8OXFORD ASSET MANAGEMENT LLPPassive
Slight overlap · 6 shared positions
$BA$TJX$MMM$CI$KMI$NI
$203M
364 positions
#9Machina Capital S.A.S.Passive
Slight overlap · 6 shared positions
$TJX$MMM$LMT$CI$NI$PEG
$631M
368 positions
#10GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$GILD$BA$COP$TJX$HIG
$13.1B
825 positions
#11Ninety One SA (PTY) LtdSmart money
Slight overlap · 5 shared positions
$AER$BA$COP$CFG$DELL
$1.8B
110 positions
#12Commonwealth Retirement Investments LLCPassive
Slight overlap · 5 shared positions
$PFH$COP$TROW$TJX$LMT
$368M
417 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 5 shared positions
$GILD$COP$STT$KMI$TRGP
$3.8B
152 positions
#14HORIZON BANCORP INC /IN/Active
Slight overlap · 5 shared positions
$CTVA$BA$TJX$ADI$NI
$213M
197 positions
#15Curat Global, LLCPassive
Slight overlap · 5 shared positions
$GILD$TROW$TJX$ORI$ADI
$122M
251 positions
#16Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 5 shared positions
$CTVA$GILD$STT$DELL$LMT
$168M
145 positions
#17RE ADVISERS CORPActive
Slight overlap · 5 shared positions
$BA$COP$TJX$GEHC$CI
$4.0B
124 positions
#18MEEDER ASSET MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$GILD$AMP$STT$ADI$EIX
$2.0B
930 positions
#19Centric Wealth ManagementPassive
Slight overlap · 5 shared positions
$GILD$TJX$LMT$KMI$ADI
$643M
209 positions
#20ASO GROUP LtdSmart money
Slight overlap · 5 shared positions
$GILD$MMM$LMT$VRSN$CI
$236M
56 positions
#21Uncommon Cents Investing LLCPassive
Slight overlap · 5 shared positions
$BEN$COP$MMM$HIG$ADM
$461M
215 positions
#22Newport Trust Company, LLCSmart money
Slight overlap · 5 shared positions
$BA$STT$MMM$HIG$NI
$41.5B
63 positions
#23BRUNI J V & CO /COActive
Slight overlap · 5 shared positions
$AER$CFG$CI$KMI$DELL
$1.1B
33 positions
#24MQS Management LLCPassive
Slight overlap · 5 shared positions
$INGR$GGG$MMM$HIG$FRT
$82M
253 positions
#25Quantbot Technologies LPPassive
Slight overlap · 5 shared positions
$GGG$TJX$INGR$HIG$MMM
$2.5B
1,893 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.