How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Insight Advisors, / PA

13F Portfolio OverlapQ2 2026Insight Advisors, / PA portfolio →

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Most similar hedge funds by 13F overlap

Insight Advisors, LLC/ PA is an institutional investor managing $567M across 241 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 Advisors, / PA are SCHAPER BENZ & WISE INVESTMENT COUNSEL, MATRIX PRIVATE GROUP, Cunning Partners, with shared positions in $WFC, $TROW, $PLTR, $AXP, $BX, $PHYS. The full ranking of 25 similar funds is below.

#1SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Slight overlap · 4 shared positions

$WFC $TROW $PLTR $AXP

$1.5B

160 positions

#2MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 4 shared positions

$WFC $BX $PLTR $PHYS

$230M

143 positions

#3Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$WFC $PLTR $CRWD $AXP

$248M

55 positions

#4Crown Wealth Group, LLCActive

Slight overlap · 4 shared positions

$WFC $PLTR $PHYS $CRWD

$393M

150 positions

#5Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$SIGI $WFC $CRWD

$319M

123 positions

#6Beta Wealth Group, Inc.Active

Slight overlap · 3 shared positions

$WFC $BX $PLTR

$267M

114 positions

#7BARR E S & COActive

Slight overlap · 4 shared positions

$TROW $BX $AXP $WFC

$1.8B

112 positions

#8Thoma Capital Management LLCSmart money

Slight overlap · 3 shared positions

$TROW $BX $PLTR

$188M

53 positions

#9Hedeker Wealth, LLCPassive

Slight overlap · 3 shared positions

$TROW $BX $PLTR

$524M

92 positions

#10BAXTER BROS INCPassive

Slight overlap · 3 shared positions

$WFC $BX $AXP

$864M

172 positions

#11MFA Wealth ServicesPassive

Slight overlap · 3 shared positions

$WFC $BX $AXP

$167M

134 positions

#12Boltwood Capital ManagementPassive

Slight overlap · 3 shared positions

$WFC $BX $AXP

$436M

192 positions

#13GRIFFIN ASSET MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$WFC $BX $AXP

$949M

245 positions

#14Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$PLTR $WFC $PHYS $CRWD

$5.0B

1,942 positions

#15ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$WFC $PLTR $PHYS

$216M

231 positions

#16True Vision MN LLC

Slight overlap · 3 shared positions

$WFC $PLTR $CRWD

$194M

98 positions

#17Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$WFC $PLTR $CRWD

$288M

251 positions

#18Aventura Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$WFC $PLTR $CRWD

$326M

986 positions

#19Bayesian Capital Management, LPPassive

Slight overlap · 3 shared positions

$WFC $PLTR $AXP

$156M

223 positions

#20St. Louis Financial Planners Asset Management, LLCActive

Slight overlap · 3 shared positions

$WFC $PLTR $AXP

$188M

30 positions

#21Foster Group, Inc.Active

Slight overlap · 3 shared positions

$WFC $PLTR $AXP

$3.8B

318 positions

#22CONNORS INVESTOR SERVICES INCPassive

Slight overlap · 3 shared positions

$WFC $PLTR $AXP

$1.2B

153 positions

#23Entruity Wealth, LLCActive

Slight overlap · 3 shared positions

$WFC $DOW $PHYS

$155M

54 positions

#24Hedges Asset Management LLCPassive

Slight overlap · 3 shared positions

$WFC $DOW $PHYS

$152M

108 positions

#25LexAurum Advisors, LLCPassive

Slight overlap · 3 shared positions

$WFC $BX $PHYS

$866M

423 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.