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Hedge Funds Similar to Integrated Wealth

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

Integrated Wealth Management is an institutional investor managing $95M across 91 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 Integrated Wealth are Dougherty & Associates, Camarda Financial Advisors, Baltimore-Washington Financial Advisors, with shared positions in $RCL, $PGR, $MAR, $MRVL, $TJX, $MDY. The full ranking of 25 similar funds is below.

#1Dougherty & Associates, LLCActive
Notable overlap · 3 shared positions
$RCL$PGR$MAR
$125M
52 positions
#2Camarda Financial Advisors, LLC
Some overlap · 3 shared positions
$MAR$MRVL$TJX
$331M
122 positions
#3Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$TJX$RCL$MDY
$2.7B
206 positions
#4Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MAR$TJX$MDY
$171M
38 positions
#5NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MAR$TJX$PGR
$82M
37 positions
#6Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$COP$RCL$TJX$PGR
$598M
57 positions
#7Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$COP$MDY$TJX
$102M
68 positions
#8Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MRVL$MDY$MAR
$3.1B
160 positions
#9PATTEN & PATTEN INC/TNActive
Some overlap · 3 shared positions
$PGR$TJX$COP
$1.9B
350 positions
#10ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$MRVL$IBIT$MAR
$753M
223 positions
#11Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$TJX$MRVL$MAR
$347M
118 positions
#12Veltria Advisors Corp.Active
Some overlap · 3 shared positions
$MRVL$IBIT$RCL
$66M
44 positions
#13VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$TJX$MAR$IBIT
$255M
160 positions
#14Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$PGR$TJX$COP
$412M
181 positions
#15Venturi Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PGR$COP$TJX
$2.6B
632 positions
#16Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MRVL$MDY$RCL
$294M
135 positions
#17KEYSTONE INVESTORS PTE LTDActive
Some overlap · 3 shared positions
$MRVL$MAR$RCL
$1.9B
84 positions
#18Norway Savings BankPassive
Some overlap · 3 shared positions
$MRVL$TJX$COP
$239M
104 positions
#19MONTAG A & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$MDY$MAR$MRVL$TJX
$2.4B
956 positions
#20ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MDY$IBIT$MRVL
$621M
90 positions
#21GHE, LLCSmart money
Some overlap · 3 shared positions
$PGR$MDY$MAR
$265M
57 positions
#22RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MAR$TJX$COP
$1.1B
90 positions
#23Texas Capital Bank Wealth Management Services IncActive
Some overlap · 3 shared positions
$IBIT$TJX$COP
$1.9B
349 positions
#24Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$MAR$TJX$COP
$467M
141 positions
#25DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$MAR$COP$IBIT
$540M
1,416 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.