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Hedge Funds Similar to Insight Wealth Strategies

13F Portfolio OverlapQ3 2026Insight Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Insight Wealth Strategies, LLC is an institutional investor managing $1.0B across 194 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 Strategies are RENAISSANCE GROUP, POINCIANA ADVISORS GROUP, FCF Advisors, with shared positions in $KLAC, $FIX, $GWW, $APP, $CDW, $MSI. The full ranking of 25 similar funds is below.

#1RENAISSANCE GROUP LLCPassive
Notable overlap · 6 shared positions
$KLAC$FIX$GWW$APP$CDW$MSI
$2.5B
234 positions
#2POINCIANA ADVISORS GROUP, LLCActive
Notable overlap · 6 shared positions
$FIX$FTNT$TER$CNC$ILMN$BIIB
$135M
113 positions
#3FCF Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$STX$APP$CF$NTAP
$544M
58 positions
#4Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$STX$FIX$TER
$334M
81 positions
#5TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KLAC$FTNT$TER$NTAP$GWW
$251M
122 positions
#6VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$KLAC$FTNT$GWW$COR
$248M
158 positions
#7VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$FTNT$COR$GWW
$384M
166 positions
#8Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$KLAC$STX$FIX$TER
$425M
121 positions
#9Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$FTNT$APP$CDW
$417M
96 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$STX$FIX$TER
$389M
77 positions
#11DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 5 shared positions
$STX$FIX$KLAC$APP$TER
$2.4B
236 positions
#12Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$STX$KLAC$FIX$TER
$197M
224 positions
#13NewSquare Capital LLCPassive
Some overlap · 4 shared positions
$DOCN$STX$TER$SWK
$1.4B
236 positions
#14Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$FTNT$FIX
$604M
99 positions
#15Optimize Financial IncPassive
Some overlap · 4 shared positions
$STX$KLAC$TER$MSI
$557M
588 positions
#16Eurizon SLJ Capital LtdPassive
Some overlap · 4 shared positions
$FTNT$FIX$GWW$TER
$271M
172 positions
#17S&T BANK/PAPassive
Some overlap · 4 shared positions
$FTNT$COR$HII$CF
$333M
445 positions
#18Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$FTNT$FIX$APP$KLAC
$414M
129 positions
#19Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$KLAC$CEG$NTAP$GWW
$8.0B
102 positions
#20JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$FIX$GWW
$1.1B
242 positions
#21Financial Advisors Network, Inc.Passive
Some overlap · 4 shared positions
$FTNT$APP$NTAP$MSI
$816M
208 positions
#22Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$FIX$APP
$2.5B
166 positions
#23Benchmark Investment Advisors LLCActive
Some overlap · 3 shared positions
$KLAC$FIX$APP
$228M
70 positions
#24Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$KLAC$FIX$APP
$360M
143 positions
#25Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$KLAC$FIX$TER
$396M
205 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.