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Hedge Funds Similar to Innovative Asset Advisors Group

13F Portfolio OverlapQ2 2026Innovative Asset Advisors Group portfolio →
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Most similar hedge funds by 13F overlap

Innovative Asset Advisors Group, LLC is an institutional investor managing $229M across 287 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 Innovative Asset Advisors Group are Steadview, LONE PINE, Value Aligned Research Advisors, with shared positions in $ASML, $NBIS, $BE, $PLTR, $GLW, $VRT. The full ranking of 25 similar funds is below.

#1Steadview Capital Management LLCActive
Notable overlap · 4 shared positions
$ASML$NBIS$BE$PLTR
$333M
14 positions
#2LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$NBIS$GLW
$16.4B
34 positions
#3Value Aligned Research Advisors, LLCActive
Notable overlap · 4 shared positions
$NBIS$ASML$BE$VRT
$40.1B
123 positions
#4GFS Advisors, LLCActive
Notable overlap · 4 shared positions
$ASML$PLTR$ICE$PFE
$1.7B
266 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 3 shared positions
$ASML$ICE$LMT
$2.1B
131 positions
#6SOROS CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ASML$NBIS$BE$ICE
$559M
58 positions
#7Chicago Capital, LLCActive
Notable overlap · 4 shared positions
$ASML$BE$ICE$VRT
$4.2B
361 positions
#8SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$NBIS$ASML$BE
$1.4B
24 positions
#9SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$ICE$BE
$26.9B
71 positions
#10Himension FundSmart money
Some overlap · 3 shared positions
$ASML$NBIS$VRT
$1.6B
168 positions
#11Ted Buchan & CoActive
Some overlap · 3 shared positions
$ASML$PFE$BE
$306M
95 positions
#12Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$NBIS$ASML$BE$GLW$F
$1.4B
72 positions
#13Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ASML$LMT$PFE
$968M
178 positions
#14Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$ASML$BE$PLTR$GLW
$63M
54 positions
#15UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$ASML$BE$PLTR$GLW
$1.5B
39 positions
#16Avanda Investment Management Pte. Ltd.Active
Some overlap · 3 shared positions
$ASML$NBIS$GLW
$299M
39 positions
#17Karras Company, Inc.Active
Some overlap · 3 shared positions
$ASML$LMT$GLW
$110M
61 positions
#18ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$ASML$PLTR$PFE
$169M
64 positions
#19PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$BE$NBIS$VRT$PLTR$GLW
$174M
92 positions
#20Caitong International Asset Management Co., LtdPassive
Some overlap · 4 shared positions
$ASML$BE$NBIS$GLW
$729M
2,999 positions
#21Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$LMT$PLTR
$1.1B
98 positions
#22GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$LMT$VRT$GLW
$179M
118 positions
#23Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$NBIS$BE$PLTR
$154M
100 positions
#24BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$NBIS$BE$GLW$ASML
$462M
122 positions
#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$ASML$BE$PLTR
$78M
44 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.