Hedge Funds Similar to INNEALTA

13F Portfolio OverlapQ2 2026INNEALTA portfolio →

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Most similar hedge funds by 13F overlap

INNEALTA CAPITAL, LLC is an institutional investor managing $187M across 91 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 INNEALTA are MILLER VALUE PARTNERS, Cander Asset, Polianta Ltd, with shared positions in $CRGY, $LNC, $BFH, $WAL, $GTN, $BLK. The full ranking of 17 similar funds is below.

#1MILLER VALUE PARTNERS, LLCActive

Notable overlap · 5 shared positions

$CRGY $LNC $BFH $WAL $GTN

$423M

56 positions

#2Cander Asset Management LPActive

Notable overlap · 3 shared positions

$540M

48 positions

#3Polianta LtdActive

Some overlap · 3 shared positions

$DVA $SNDK $RRX

$809M

86 positions

#4MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$BFH $SNDK $DOV

$296M

104 positions

#5Mork Capital Management, LLCPassive

Some overlap · 3 shared positions

$156M

104 positions

#6HFG Advisors, Inc.Active

Some overlap · 3 shared positions

$LNC $FHN $SNDK

$160M

117 positions

#7CINCINNATI INSURANCE COActive

Some overlap · 3 shared positions

$6.9B

64 positions

#8Access Investment Management LLCPassive

Some overlap · 3 shared positions

$391M

144 positions

#9HENNESSY ADVISORS INCPassive

Some overlap · 3 shared positions

$3.1B

325 positions

#10Martin Capital Advisors, LLPActive

Some overlap · 3 shared positions

$BLK $DVA $SNDK

$191M

77 positions

#11VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Passive

Some overlap · 3 shared positions

$VMI $COKE $SNDK

$11.3B

208 positions

#12Stokes Family Office, LLCPassive

Slight overlap · 3 shared positions

$858M

272 positions

#13Alliance Wealth Management GroupActive

Slight overlap · 3 shared positions

$COKE $SNDK $DOV

$514M

103 positions

#14LYRICAL ASSET MANAGEMENT LPActive

Slight overlap · 3 shared positions

$7.9B

41 positions

#15Financial Synergies Wealth Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$SNDK $DOV $DDS

$1.2B

116 positions

#16Towercrest Capital ManagementActive

Slight overlap · 3 shared positions

$COKE $SNDK $DOV

$717M

110 positions

#17Financial Strategies Group, Inc.Active

Slight overlap · 3 shared positions

$628M

100 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.