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Hedge Funds Similar to Independent Solutions Wealth

13F Portfolio OverlapQ2 2026Independent Solutions Wealth portfolio →
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Most similar hedge funds by 13F overlap

Independent Solutions Wealth Management, LLC is an institutional investor managing $766M across 194 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 Independent Solutions Wealth are GLYNN, Philadelphia Investment Partners, Meadowbrook Wealth, with shared positions in $PLTR, $APP, $ANET, $HOOD, $NET, $CRWV. The full ranking of 25 similar funds is below.

#1GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$PLTR$APP$ANET$HOOD$NET$CRWV
$363M
43 positions
#2Philadelphia Investment Partners, LLCPassive
Some overlap · 8 shared positions
$PLTR$SCCO$VLO$IAU$IBKR$PM
$161M
189 positions
#3Meadowbrook Wealth Management, LLCPassive
Some overlap · 7 shared positions
$PLTR$APP$HOOD$SHOP$CRWV$ETN
$93M
81 positions
#4Fund Advisors of America Inc/FLPassive
Some overlap · 7 shared positions
$ARM$PLTR$MRVL$NET$PM$SCCO
$110M
120 positions
#5Faithward Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$ANET$SHOP$NET$IAU$IBKR
$819M
339 positions
#6Newbridge Financial Services Group, Inc.Passive
Some overlap · 7 shared positions
$PLTR$MRVL$ARM$CRWV$NET$MO
$808M
1,245 positions
#7Bosman Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$ANET$MRVL$CRWV$SCCO$VLO
$161M
56 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$ARM$APP$PLTR$ANET$MRVL
$517M
86 positions
#9MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ANET$MO$LAMR$SHOP$PLTR$AMGN
$636M
262 positions
#10Nikko Asset Management Americas, Inc.Passive
Some overlap · 5 shared positions
$PLTR$HOOD$SHOP$NET$CRWV
$7.7B
276 positions
#11BankChampaign, National AssociationPassive
Some overlap · 6 shared positions
$PLTR$ETN$MRVL$ARM$ANET$HOOD
$130M
200 positions
#12Hilton Head Capital Partners, LLCPassive
Some overlap · 6 shared positions
$ARM$MO$PM$AMGN$PLTR$VLO
$198M
912 positions
#13Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$PLTR$ANET$ETN$VLO$HPE
$324M
322 positions
#14Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$ARM$MRVL$ANET$PLTR$HPE$CRWV
$147M
69 positions
#15Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$MRVL$ETN$PM$SCCO$AMGN$MCD
$1.1B
168 positions
#16Exit Wealth Advisors, LLC.Passive
Some overlap · 6 shared positions
$LAMR$ANET$MO$SHOP$IAU$ETN
$220M
150 positions
#17PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$ARM$APP$AMGN
$3.2B
77 positions
#18NORDEN GROUP LLCPassive
Some overlap · 6 shared positions
$LAMR$ANET$MO$SHOP$PM$NET
$1.2B
701 positions
#19SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$APP$ANET$MRVL$HOOD$SHOP
$895M
185 positions
#20Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$ANET$HOOD$ETN$PM
$1.1B
215 positions
#21IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$APP$ANET$AMGN$IBKR
$1.3B
209 positions
#22WealthCare Asset Management, LLCActive
Some overlap · 6 shared positions
$LAMR$ANET$MO$SHOP$AMGN$PLTR
$241M
78 positions
#23GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 5 shared positions
$ARM$ANET$HOOD$SHOP$NET
$9.7B
274 positions
#24MORGENS WATERFALL VINTIADIS & CO INCActive
Some overlap · 4 shared positions
$PLTR$ARM$HOOD$NET
$131M
18 positions
#25United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$VLO
$763M
98 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.