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 Wealth Partners

13F Portfolio OverlapQ3 2026Insight Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Insight Wealth Partners, LLC is an institutional investor managing $759M across 141 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Insight Wealth Partners are WealthCare Investment Partners, Alight, Holos Integrated Wealth, with shared positions in $F, $IAU, $DELL, $SNDK, $TXN, $PHYS. The full ranking of 25 similar funds is below.

#1WealthCare Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$F $IAU $DELL

$412M

206 positions

#2Alight Capital Management LPPassive

Slight overlap · 3 shared positions

$F $SNDK $TXN

$712M

83 positions

#3Holos Integrated Wealth LLCActive

Slight overlap · 4 shared positions

$F $PHYS $TXN $ENB

$223M

391 positions

#4Arbor Wealth Advisors LLCSmart money

Slight overlap · 3 shared positions

$F $SNDK $DUK

$161M

60 positions

#5PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 5 shared positions

$IAU $SNDK $VRT $TXN $DELL

$389M

77 positions

#6Disciplined Equity Management, Inc.Smart money

Slight overlap · 3 shared positions

$F $TXN $PLTR

$227M

47 positions

#7Outlook Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$IAU $SNDK $VRT $TXN

$463M

305 positions

#8Landmark Wealth Management, LLCActive

Slight overlap · 3 shared positions

$F $TXN $C

$418M

151 positions

#9MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$F $PLTR $DELL

$138M

62 positions

#10Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$IAU $SNDK $VRT $PLTR

$251M

74 positions

#11My Portfolio Guide, LLC

Slight overlap · 4 shared positions

$F $VRT $PLTR $COP

$181M

166 positions

#12LifePlan Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$IAU $SNDK $TXN $DUK

$291M

131 positions

#13China Universal Asset Management Co., Ltd.Passive

Slight overlap · 4 shared positions

$IAU $SNDK $TXN $PLTR

$1.7B

513 positions

#14Braeburn Wealth Management LLCActive

Slight overlap · 4 shared positions

$IAU $SNDK $TXN $DELL

$236M

98 positions

#15VestGen Advisors, LLCPassive

Slight overlap · 4 shared positions

$SNDK $F $IAU $PLTR

$3.4B

1,091 positions

#16BECK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IAU $SNDK $VRT

$543M

140 positions

#17Interchange Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$IAU $SNDK $VRT

$532M

430 positions

#18D L CARLSON INVESTMENT GROUP INCActive

Slight overlap · 3 shared positions

$IAU $SNDK $TXN

$628M

133 positions

#19Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $SNDK $TXN

$304M

194 positions

#20Golden State Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$SNDK $IAU $VRT $PLTR $DELL

$1.1B

1,620 positions

#21RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$IAU $VRT $TXN $PCAR $TJX

$420M

172 positions

#22Kaydan Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$F $IAU $TXN

$291M

116 positions

#23Sunbelt Securities, Inc.

Slight overlap · 4 shared positions

$IAU $SNDK $PLTR $DELL

$1.6B

2,954 positions

#241834 INVESTMENT ADVISORS COPassive

Slight overlap · 3 shared positions

$F $TXN $C

$886M

232 positions

#25Slagle Financial, LLCPassive

Slight overlap · 5 shared positions

$F $TJX $DUK $DELL $C

$334M

127 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.