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 Interactive Financial Advisors

13F Portfolio OverlapQ2 2026Interactive Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Interactive Financial Advisors is an institutional investor managing $164M across 74 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 Interactive Financial Advisors are CAPE ANN SAVINGS BANK, MAINSTAY, Cushing Partners, with shared positions in $IAU, $MS, $NEE, $AEP, $SLV, $SO. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive

Notable overlap · 4 shared positions

$IAU $MS $NEE $AEP

$212M

113 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $SLV $SO $AEP

$1.4B

144 positions

#3Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$163M

113 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $USB $NEE

$227M

73 positions

#5ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $MS $AEP $SO

$327M

224 positions

#6Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $USB $SLV

$216M

62 positions

#7WEALTHSPAN PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$317M

129 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$USB $MS $AEP $NEE

$1.2B

100 positions

#9LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$360M

139 positions

#10Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $ALL $MS

$880M

211 positions

#11Midwest Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $DTB $NEE $AEP

$246M

210 positions

#12Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $DTB $SO

$534M

406 positions

#13TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $USB $MS

$1.2B

289 positions

#14CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $NEE $MS

$357M

86 positions

#15ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $MS $NEE

$326M

102 positions

#16Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $ALL $AEP

$433M

79 positions

#17Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $SO

$844M

124 positions

#18Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $DTB

$1.2B

196 positions

#19Red Mountain Financial, LLCActive

Some overlap · 3 shared positions

$IAU $ALL $SLV

$119M

82 positions

#20Purkiss Capital Advisors LLCPassive

Some overlap · 3 shared positions

$IAU $NEE $AEP

$263M

189 positions

#21GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$AEP $ALL $USB $SO $MS

$2.3B

224 positions

#22Community Bank of RaymoreActive

Some overlap · 3 shared positions

$GATX $USB $NEE

$169M

73 positions

#23Northstar Financial Companies, Inc.Passive

Some overlap · 4 shared positions

$IAU $AEP $NEE $SO

$148M

117 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$USB $MS $NEE $SO

$1.3B

58 positions

#25JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$IAU $MS $NEE

$593M

122 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.