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Hedge Funds Similar to Independent Wealth Network

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

Independent Wealth Network Inc. is an institutional investor managing $393M across 340 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 Wealth Network are RoundAngle Advisors, Hyposwiss Advisors SA, MAINSTAY, with shared positions in $SLV, $PLTR, $MO, $ARCC, $IAU, $BA. The full ranking of 25 similar funds is below.

#1RoundAngle Advisors LLC
Some overlap · 3 shared positions
$SLV$PLTR$MO
$134M
60 positions
#2Hyposwiss Advisors SAActive
Some overlap · 5 shared positions
$SLV$ARCC$IAU$BA$WFC
$106M
105 positions
#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$SLV$IAU$ARCC$WFC$MO
$1.4B
144 positions
#4O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$MO$CLX
$125M
61 positions
#5GK Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$BA$PLTR
$190M
234 positions
#6Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$IAU$PLTR
$437M
707 positions
#7Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$SLV$PLTR$CASY
$647M
383 positions
#8STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$SLV$IAU$BA
$137M
55 positions
#9Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$SLV$IAU$ARCC
$624M
156 positions
#10AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$PLTR$BA
$231M
93 positions
#11CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 3 shared positions
$SLV$PLTR$IAU
$64M
57 positions
#12Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$SLV$MO$ET$PLTR
$114M
57 positions
#13IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$SLV$PLTR$ET
$304M
47 positions
#14WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$SLV$MO$IAU
$412M
206 positions
#15Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$SLV$IAU$CLX$WFC
$187M
75 positions
#16Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$SLV$MO$KR
$1.4B
101 positions
#17Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$SLV$ARCC$MO$IAU
$486M
249 positions
#18Kure Advisory, LLCActive
Some overlap · 4 shared positions
$PLTR$SLV$IAU$WFC
$211M
62 positions
#19WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$WFC
$317M
129 positions
#20Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$SLV$PLTR$IAU
$142M
408 positions
#21Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$SLV$MO$IAU
$220M
150 positions
#22Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$MO$IAU$CASY
$766M
194 positions
#23QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$SLV$PLTR$CASY$MO
$196M
153 positions
#24CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$SLV$IAU$PLTR
$171M
102 positions
#25Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$SLV$PLTR$IAU
$819M
339 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.