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 Integris Wealth

13F Portfolio OverlapQ2 2026Integris Wealth portfolio →

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Most similar hedge funds by 13F overlap

Integris Wealth Management, LLC is an institutional investor managing $495M across 131 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 Integris Wealth are Birchwood Financial Partners, Cornerstone Financial, Sound Financial Strategies Group, with shared positions in $MUFG, $CHRW, $FAST, $PEP, $XEL, $MMM. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$MUFG $CHRW $FAST $PEP $XEL $MMM

$122M

352 positions

#2Cornerstone Financial Management LLCPassive

Slight overlap · 4 shared positions

$MUFG $NEE $LMT $PEP

$125M

1,471 positions

#3Sound Financial Strategies Group, LLCPassive

Slight overlap · 5 shared positions

$NEE $CHRW $FAST $PEP $EMR

$157M

121 positions

#4LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 5 shared positions

$MUFG $LMT $XEL $MMM $ABT

$426M

99 positions

#5Guardian Wealth Advisors, LLCActive

Slight overlap · 6 shared positions

$CHRW $FAST $PEP $EMR $MMM $ABT

$200M

66 positions

#6LYNCH & ASSOCIATES/INPassive

Slight overlap · 6 shared positions

$NEE $LMT $EMR $BA $MMM $ABT

$573M

129 positions

#7First Long Island Investors, LLCActive

Slight overlap · 5 shared positions

$NEE $LMT $FAST $PEP $ABT

$1.4B

73 positions

#8BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$NEE $LMT $FAST $PEP $ABT

$453M

121 positions

#9MACKAY SHIELDS LLCActive

Slight overlap · 3 shared positions

$AFRM $NEE $BA

$3.0B

108 positions

#10FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Slight overlap · 5 shared positions

$NEE $LMT $PEP $EMR $MMM

$492M

156 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 5 shared positions

$NEE $LMT $PEP $EMR $ABT

$321M

107 positions

#12DMKC Advisory Services, LLCActive

Slight overlap · 6 shared positions

$LMT $PEP $EMR $BA $MMM $ABT

$530M

92 positions

#13Allied Investment Advisors, LLCPassive

Slight overlap · 6 shared positions

$LMT $PEP $EMR $BA $MMM $ABT

$797M

110 positions

#14Affiance Financial, LLCSmart money

Slight overlap · 4 shared positions

$MUFG $LMT $XEL $MMM

$695M

111 positions

#15MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 5 shared positions

$NEE $FAST $PEP $XEL $MMM

$151M

465 positions

#16Kroeger Financial PartnersActive

Slight overlap · 5 shared positions

$NEE $LMT $EMR $PEP $MMM

$103M

141 positions

#17ADVENT CAPITAL MANAGEMENT /DE/Passive

Slight overlap · 3 shared positions

$AFRM $NEE $BA

$4.5B

236 positions

#18BROADWATER CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$CHRW $FAST $PEP $MMM $ABT

$138M

208 positions

#19B & T Capital Management DBA Alpha Capital ManagementPassive

Slight overlap · 4 shared positions

$NEE $LMT $FAST $PEP

$770M

129 positions

#20S.E.E.D. Planning Group LLCPassive

Slight overlap · 4 shared positions

$NEE $LMT $FAST $PEP

$379M

88 positions

#21Fingerlakes Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$NEE $LMT $MUFG $CHRW

$186M

101 positions

#22Midwest Financial Partners Investments, Inc.Active

Slight overlap · 4 shared positions

$MUFG $PEP $BA $MMM

$241M

80 positions

#23Smart Portfolios, LLC

Slight overlap · 4 shared positions

$MUFG $PEP $BA $ABT

$100M

99 positions

#24MOLLER WEALTH PARTNERSActive

Slight overlap · 4 shared positions

$MUFG $PEP $MMM $ABT

$553M

75 positions

#25Virtus Fixed Income Advisers, LLCActive

Slight overlap · 3 shared positions

$AFRM $NEE $BA

$158M

85 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.