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Hedge Funds Similar to Intellus Advisors

13F Portfolio OverlapQ2 2026Intellus Advisors portfolio →
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Most similar hedge funds by 13F overlap

Intellus Advisors LLC is an institutional investor managing $823M across 134 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 Intellus Advisors are RiverGlades Family Offices, CARL STUART INVESTMENT ADVISOR, Ackerman Advisors, with shared positions in $IAU, $EPD, $ET, $RJF, $MMD, $SOFI. The full ranking of 25 similar funds is below.

#1RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$EPD$ET
$218M
108 positions
#2CARL STUART INVESTMENT ADVISOR, INCActive
Notable overlap · 3 shared positions
$IAU$ET$RJF
$249M
21 positions
#3Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$ET$MMD
$497M
120 positions
#4Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$SOFI$CTAS
$313M
107 positions
#5New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$WPM$FNV
$633M
68 positions
#6Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PLTR$CRWD
$378M
224 positions
#7Oxbow Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$FNV$WPM$EPD$ET
$1.2B
265 positions
#8Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$PLTR$CRWD
$405M
118 positions
#9Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$UPS$PLTR
$142M
408 positions
#10Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$FITB$FNB
$610M
94 positions
#11CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$WPM
$675M
107 positions
#12Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$IAU$ET$NZF
$106M
495 positions
#13TCFG WEALTH MANAGEMENT, LLC
Some overlap · 5 shared positions
$FNV$WPM$EPD$PLTR$IAU
$267M
274 positions
#14Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$WPM$PLTR
$462M
303 positions
#15McAlvany Wealth Management LLCPassive
Some overlap · 4 shared positions
$FNV$WPM$EPD$IAU
$134M
48 positions
#16Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$FNV$WPM$IAU
$92M
64 positions
#17TCFG Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$FNV$WPM$EPD$PLTR
$297M
299 positions
#18Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$UPS$PLTR
$216M
127 positions
#19True Vision MN LLC
Some overlap · 3 shared positions
$IAU$PLTR$CRWD
$194M
98 positions
#20Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$CRWD
$819M
339 positions
#21Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$CRWD
$89M
42 positions
#22EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$CRWD$CRH
$3.0B
4,392 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$UPS$EPD
$296M
134 positions
#24LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$UPS$PLTR
$800M
268 positions
#25Sunbelt Securities, Inc.
Some overlap · 4 shared positions
$IAU$EPD$PLTR$ET
$1.6B
2,954 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.