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Hedge Funds Similar to INSIGHT 2811

13F Portfolio OverlapQ2 2026INSIGHT 2811 portfolio →
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Most similar hedge funds by 13F overlap

INSIGHT 2811, INC. is an institutional investor managing $259M across 108 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 INSIGHT 2811 are Alliance Private Wealth, KLEIN PAVLIS & PEASLEY FINANCIAL, KEATING INVESTMENT COUNSELORS, with shared positions in $B, $MS, $QCOM, $VZ, $PEP, $NEM. The full ranking of 25 similar funds is below.

#1Alliance Private Wealth, LLCActive
Notable overlap · 6 shared positions
$B$MS$QCOM$VZ$PEP$NEM
$269M
85 positions
#2KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$SCHW$B$AEM$QCOM$MCK
$198M
97 positions
#3KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 6 shared positions
$B$AEM$VZ$LMT$NEM$PEP
$382M
60 positions
#4Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$B$MS$LMT$NEM$SHEL
$299M
69 positions
#5VectorGlobal IAG, Inc.
Some overlap · 4 shared positions
$B$SCHW$MCK$NEM
$385M
134 positions
#6ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$SCHW$TGT$VZ$MCD
$646M
122 positions
#7VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$SCHW$BA$MS$QCOM$MCD
$35.1B
90 positions
#8Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$TGT$QCOM$ALL$LMT
$202M
58 positions
#9Hedges Asset Management LLCPassive
Some overlap · 6 shared positions
$BA$B$VZ$TGT$NEM$SHEL
$152M
108 positions
#10DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$BA$TGT$ALL$LMT$PEP$SHEL
$530M
92 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$TGT$QCOM$LMT$PEP
$1.2B
100 positions
#12BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$SCHW$QCOM$MCK$ALL$NEM
$3.7B
303 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$SCHW$TGT$LMT$PEP
$1.3B
58 positions
#14Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$ACGL$MCK$MCD
$754M
41 positions
#15Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$MS$AEM$VZ$PEP$BA
$218M
125 positions
#16Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MS$QCOM$TGT$LMT$PEP
$158M
78 positions
#17FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$SCHW$ACGL$FBIN
$7.0B
56 positions
#18DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$TGT$QCOM$PEP$MCD
$275M
99 positions
#19FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$SCHW$MS$LMT$PEP
$377M
75 positions
#20William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$MS$MCK$ALL$VZ$QCOM
$208M
258 positions
#21Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$MS$BA$VZ
$306M
120 positions
#22A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$B$MS$LMT$PEP
$151M
100 positions
#23Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$SCHW$BA$LMT$TGT$SHEL
$246M
74 positions
#24CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SCHW$VZ$PEP$MCD
$1.1B
157 positions
#25Twin Lakes Capital Management, LLCActive
Some overlap · 4 shared positions
$SCHW$AEM$BA$LMT
$262M
208 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.