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Hedge Funds Similar to Integrated Advisors Network

13F Portfolio OverlapQ3 2026Integrated Advisors Network portfolio →
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Most similar hedge funds by 13F overlap

Integrated Advisors Network LLC is an institutional investor managing $2.2B across 675 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 Integrated Advisors Network are STEINBERGANNA WEALTH, Cunning Partners, Lantern Wealth Advisors, with shared positions in $CRWD, $URI, $FTNT, $CLS, $ELAN, $BX. The full ranking of 25 similar funds is below.

#1STEINBERGANNA WEALTH MANAGEMENTActive
Some overlap · 7 shared positions
$CRWD$URI$FTNT$CLS$ELAN$BX
$233M
139 positions
#2Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$URI$CRWD$CLS$MS
$248M
55 positions
#3Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$CRWD$SCHW
$232M
197 positions
#4Proactive Wealth Strategies LLCPassive
Some overlap · 3 shared positions
$BX$CRWD$AMGN
$623M
222 positions
#5Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$BX$URI$AMGN
$161M
189 positions
#6Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$URI$CRWD$MS$GLDM
$185M
156 positions
#7BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$BX$URI$SCHW
$1.5B
234 positions
#8Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$CRWD$SCHW
$405M
118 positions
#9GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 4 shared positions
$URI$FTNT$MS$AMGN
$60M
94 positions
#10RKL Wealth Management LLCActive
Some overlap · 3 shared positions
$URI$CRWD$BX
$1.3B
194 positions
#11Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$BX$URI$MS
$545M
93 positions
#12Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$CRWD$URI$BX
$131M
63 positions
#13Geneos Wealth Management Inc.Passive
Some overlap · 5 shared positions
$CRWD$FTNT$URI$CLS$SCHW
$4.9B
2,475 positions
#14Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$URI$BX
$125M
312 positions
#15Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$CRWD$URI$AMGN
$145M
45 positions
#16Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$CRWD$URI$AMGN
$120M
92 positions
#17Stenger Family Office, LLCPassive
Some overlap · 4 shared positions
$CRWD$URI$MS$SCHW
$728M
131 positions
#18MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 3 shared positions
$URI$BX$SCHW
$546M
119 positions
#19WILLNER & HELLER, LLCPassive
Some overlap · 4 shared positions
$FTNT$CRWD$MS$AMGN
$160M
165 positions
#20BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CRWD$BX$AMGN
$247M
74 positions
#21Granite Bay Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$BX$AMGN
$1.1B
170 positions
#22Sterling Investment Advisors, Ltd.Passive
Some overlap · 3 shared positions
$CRWD$BX$AMGN
$599M
225 positions
#23Westside Investment Management, Inc.Passive
Some overlap · 4 shared positions
$URI$CRWD$AMGN$BX
$761M
1,446 positions
#24Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$FTNT$MS
$169M
77 positions
#25Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$CRWD$CLS$MS$AMGN
$288M
141 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.