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Hedge Funds Similar to Inscription

13F Portfolio OverlapQ2 2026Inscription portfolio →
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Most similar hedge funds by 13F overlap

Inscription Capital, LLC is an institutional investor managing $1.1B across 791 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 Inscription are Catalyst Investment, Zhang Financial, Orcam Financial Group, with shared positions in $DOV, $IAU, $DELL, $KLAC, $UNP, $CL. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$DELL
$113M
74 positions
#2Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$3.4B
392 positions
#3Orcam Financial GroupActive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$205M
105 positions
#4American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$UNP$CL
$109M
52 positions
#5FSM Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$EPD$KLAC
$972M
347 positions
#6Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$160M
117 positions
#7LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$713M
379 positions
#8Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$UNP$CL
$206M
77 positions
#9Optivise Advisory Services LLCPassive
Notable overlap · 3 shared positions
$DOV$DELL$APH
$204M
232 positions
#10Jasper Ridge Partners, L.P.Smart money
Some overlap · 3 shared positions
$DOV$DELL$NKE
$4.7B
151 positions
#11Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$UNP$NKE
$254M
86 positions
#12Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$IAU
$212M
171 positions
#13OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$IAU$APH
$560M
145 positions
#14Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$NKE
$166M
570 positions
#15Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$IAU$KLAC
$537M
1,822 positions
#16Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$UNP
$148M
200 positions
#17Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$DOV$EPD$AROC
$181M
29 positions
#18New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$UNP
$268M
50 positions
#19FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$IAU$EPD
$149M
144 positions
#20St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$NKE$CL
$875M
125 positions
#21Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$APH
$259M
181 positions
#22Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$APH
$475M
154 positions
#23Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IAU$CL
$225M
114 positions
#24SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$DOV$NKE$UNP$CL
$217M
287 positions
#25South Shore Capital AdvisorsPassive
Some overlap · 4 shared positions
$DOV$UNP$IAU$KLAC
$146M
157 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.