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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
$145M
99 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
$211M
62 positions
#7WEALTHSPAN PARTNERS, LLCPassive
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
106 positions
#9LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$NEE
$374M
136 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
283 positions
#14CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$MS
$347M
97 positions
#15ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$MS$NEE
$318M
106 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
$1.1B
197 positions
#19Red Mountain Financial, LLCPassive
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
$2.2B
268 positions
#22Community Bank of RaymoreActive
Some overlap · 3 shared positions
$GATX$USB$NEE
$170M
76 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.