13F Pro

Hedge Funds Similar to Indie Asset Partners

13F Portfolio OverlapQ2 2026Indie Asset Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Indie Asset Partners, LLC is an institutional investor managing $104M across 86 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 Indie Asset Partners are Alchemi Wealth, BCWM, MARINO, STRAM & ASSOCIATES, with shared positions in $DNP, $DUK, $CEF, $MO, $CCZ, $NOC. The full ranking of 25 similar funds is below.

#1Alchemi Wealth, LLCPassive
Some overlap · 4 shared positions
$DNP$DUK$CEF$MO
$213M
168 positions
#2BCWM, LLCPassive
Some overlap · 5 shared positions
$DUK$CCZ$MO$NOC$LMT
$342M
57 positions
#3MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$DUK$MO$MPC$LMT$MCD
$628M
202 positions
#4Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$DUK$MO$MPC$LMT$MCD
$398M
113 positions
#5Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$FITB$MO$LMT
$683M
277 positions
#6Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$DUK$CCZ$MO$LMT
$159M
62 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$DUK$CCZ$MO$MCD
$116M
65 positions
#8Bank & Trust CoPassive
Some overlap · 4 shared positions
$DUK$FITB$MPC$MCD
$158M
303 positions
#9GWN SECURITIES INC.Passive
Some overlap · 4 shared positions
$DUK$CEF$NOC$MCD
$598M
486 positions
#10SPROTT INC.Active
Some overlap · 5 shared positions
$CEF$TPL$B$TFPM$SII
$3.2B
268 positions
#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 3 shared positions
$DUK$FITB$CCZ
$1.5B
184 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$DUK$MO$LMT$MCD
$515M
142 positions
#13Widmann Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$DUK$MO$B$MCD
$186M
123 positions
#14Stablepoint Partners, LLCPassive
Slight overlap · 4 shared positions
$DUK$FITB$LMT$MCD
$723M
260 positions
#15Stegent Equity Advisors, Inc.Passive
Slight overlap · 5 shared positions
$TPL$MO$SII$NOC$LMT
$140M
112 positions
#16Challenger Wealth ManagementActive
Slight overlap · 4 shared positions
$DUK$MO$MPC$LMT
$136M
65 positions
#17O'Domhnaill Enterprises, Inc.Passive
Slight overlap · 5 shared positions
$TPL$MO$MPC$NOC$LMT
$125M
61 positions
#18Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$DUK$FITB$MO
$486M
249 positions
#19Cullen Capital Management, LLCActive
Slight overlap · 3 shared positions
$DUK$CCZ$MO
$10.2B
208 positions
#20Claris Financial LLC
Slight overlap · 4 shared positions
$DUK$TPL$MO$MCD
$183M
177 positions
#21NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$DUK$FITB$LMT
$863M
131 positions
#22EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$DUK$CCZ$LMT
$1.3B
58 positions
#23CGN Advisors LLCPassive
Slight overlap · 3 shared positions
$DUK$CEF$MCD
$1.4B
322 positions
#24Powers Advisory Group, LLCActive
Slight overlap · 4 shared positions
$DUK$MO$LMT$MCD
$319M
130 positions
#25PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$DUK$MO$LMT$MCD
$601M
207 positions

Compare Indie Asset Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Indie Asset Partners’s holdings

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.