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Hedge Funds Similar to Institute for Wealth

13F Portfolio OverlapQ2 2026Institute for Wealth portfolio →
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Most similar hedge funds by 13F overlap

Institute for Wealth Management, LLC. is an institutional investor managing $1.1B across 1,769 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 Institute for Wealth are NZS, TEALWOOD ASSET, ARGENT, with shared positions in $AXON, $TXN, $URI, $KLAC, $MRVL, $FTNT. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Some overlap · 5 shared positions
$AXON$TXN$URI$KLAC$MRVL
$3.9B
61 positions
#2TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TXN$FTNT$DELL$KLAC$MRVL
$251M
122 positions
#3ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$URI$FTNT$DELL$TXN$AMGN
$3.1B
172 positions
#4Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$TXN$SBUX$KLAC$MRVL$AMGN
$1.1B
166 positions
#5Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$TXN$DELL$KLAC$MRVL$AMGN
$1.0B
204 positions
#6Probity Advisors, Inc.Active
Some overlap · 4 shared positions
$TXN$URI$SBUX$FTNT
$700M
226 positions
#7GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$FTNT$URI$KLAC$DIS$AMGN
$148M
1,422 positions
#8Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$TXN$FTNT$DELL$KLAC
$169M
77 positions
#9SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$URI$FTNT$DELL$KLAC
$892M
299 positions
#10ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$AXON$DELL$KLAC$MRVL
$4.4B
118 positions
#11Smart Portfolios, LLC
Some overlap · 5 shared positions
$TXN$SBUX$DIS$AMGN$BA
$100M
99 positions
#12Proem Advisors LLCActive
Some overlap · 4 shared positions
$TXN$DELL$KLAC$MRVL
$1.9B
56 positions
#13Retireful, LLCPassive
Some overlap · 4 shared positions
$TXN$DELL$KLAC$MRVL
$116M
86 positions
#14PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$AXON$KLAC$MRVL$URI
$165M
86 positions
#15Venturi Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TXN$URI$KLAC$DIS
$2.6B
632 positions
#16BXM Wealth LLCPassive
Some overlap · 4 shared positions
$TXN$KLAC$FTNT$DELL
$184M
163 positions
#17Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$TXN$FTNT$KLAC$DIS
$329M
32 positions
#18SHELTON CAPITAL MANAGEMENTPassive
Some overlap · 5 shared positions
$KLAC$FTNT$TXN$MRVL$DIS
$5.5B
749 positions
#19Bank OZKPassive
Some overlap · 4 shared positions
$TXN$FTNT$MRVL$AMGN
$337M
159 positions
#20Truvestments Capital LLCPassive
Some overlap · 4 shared positions
$TXN$DELL$MRVL$KLAC
$673M
1,150 positions
#21Chatterton & Associates Inc.Active
Some overlap · 5 shared positions
$KLAC$FTNT$MRVL$DIS$BA
$170M
101 positions
#22Hilltop National BankPassive
Some overlap · 4 shared positions
$DELL$KLAC$MRVL$TXN
$465M
786 positions
#23PROFUND ADVISORS LLCPassive
Slight overlap · 4 shared positions
$TXN$KLAC$MRVL$AMGN
$3.6B
1,175 positions
#24Harvest Fund Management Co., LtdPassive
Slight overlap · 4 shared positions
$TXN$KLAC$MRVL$AMGN
$3.0B
455 positions
#25EPG Wealth Management LLCPassive
Slight overlap · 4 shared positions
$URI$KLAC$MRVL$AMGN
$417M
318 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.