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Hedge Funds Similar to Independent Wealth Advisors

13F Portfolio OverlapQ3 2026Independent Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Independent Wealth Advisors LLC is an institutional investor managing $121M across 79 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Independent Wealth Advisors are Five Pine Wealth, Sharkey, Howes & Javer, Proficio Partners, with shared positions in $IAU, $SLV, $DOV, $BAH. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$177M
50 positions
#2Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$BAH$DOV
$830M
159 positions
#3Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$2.8B
691 positions
#4CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$134M
64 positions
#5Tanglewood Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$BAH$SLV
$1.2B
48 positions
#6FIFTH THIRD SECURITIES, INC.Passive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$2.0B
420 positions
#7Strategic Investment Solutions, Inc. /ILPassive
Notable overlap · 3 shared positions
$SLV$IAU$DOV
$437M
707 positions
#8Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$1.2B
196 positions
#9Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$165M
79 positions
#10New England Professional Planning Group Inc.Smart money
Notable overlap · 3 shared positions
$SLV$DOV$IAU
$268M
50 positions
#11Red Mountain Financial, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$DOV
$119M
82 positions
#12Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SLV$IAU
$166M
570 positions
#13Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$DOV$BAH$IAU
$113M
74 positions
#14OneDigital Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$11.8B
1,573 positions
#15FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$857M
394 positions
#16MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$DOV$BAH
$167M
106 positions
#17Highland Investment Advisors LLCActive
Some overlap · 3 shared positions
$DOV$SLV$IAU
$229M
734 positions
#18New England Private Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$1.0B
205 positions
#19Vantage Point Financial LLCActive
Some overlap · 3 shared positions
$DOV$SLV$IAU
$328M
188 positions
#20Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$DOV$SLV$IAU
$350M
239 positions
#21Well Done, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$732M
213 positions
#22Sovran Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$IAU
$1.3B
615 positions
#23Montis Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$489M
152 positions
#24Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$SLV$BAH
$92M
64 positions
#25Betterment LLCActive
Slight overlap · 3 shared positions
$DOV$IAU$SLV
$59.1B
675 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.