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Hedge Funds Similar to International Private Wealth Advisors

13F Portfolio OverlapQ2 2026International Private Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

International Private Wealth Advisors LLC is an institutional investor managing $194M across 160 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 International Private Wealth Advisors are Clarity Financial, Disciplined Equity, IBEX WEALTH ADVISORS, with shared positions in $PLTR, $VZ, $VRT, $AEP, $OKE, $BLK. The full ranking of 25 similar funds is below.

#1Clarity Financial LLCActive
Notable overlap · 10 shared positions
$PLTR$VZ$VRT$AEP$OKE$BLK
$1.2B
132 positions
#2Disciplined Equity Management, Inc.Smart money
Some overlap · 7 shared positions
$PLTR$VZ$OKE$KMI$MO$PFH
$227M
47 positions
#3IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$VRT$OKE$VZ$KMI
$1.3B
209 positions
#4Measured Risk Portfolios, Inc.Active
Some overlap · 7 shared positions
$VZ$AEP$KMI$KMB$MO$TROW
$94M
64 positions
#5Centennial Wealth Advisory LLCPassive
Some overlap · 10 shared positions
$OKE$VZ$KMB$AEP$MO$TROW
$486M
195 positions
#6SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$KMI$OKE$KMB$MO$PFE
$536M
398 positions
#7Patrick Mauro Investment Advisor, INC.Active
Some overlap · 6 shared positions
$VZ$AEP$KMB$MDLZ$PFE$WSO
$199M
38 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$VZ$OKE$KMI$MO$PFE
$116M
65 positions
#9Verity & Verity, LLCActive
Some overlap · 6 shared positions
$VZ$OKE$MO$PFH$PFE$WEC
$1.5B
139 positions
#10Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$PLTR$VZ$VRT
$498M
145 positions
#11SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$AEP$KMI$PFE$PKG
$606M
79 positions
#12Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$VRT$VZ$KMI$KMB$PFE
$1.1B
120 positions
#13Wealth Management Associates, Inc.Passive
Some overlap · 5 shared positions
$PLTR$KMI$VZ$APLD$PFE
$362M
254 positions
#14DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$PFE$VZ$BLK
$96M
76 positions
#151834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$VZ$KMI$MO$TROW$PFE$WEC
$886M
232 positions
#16TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$VZ$AEP$KMI$MO
$798M
187 positions
#17Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$PLTR$VZ$IBIT$VRT$KMI
$197M
115 positions
#18Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$VRT$PLTR$KMI$BLK$PFE
$606M
229 positions
#19Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$AEP$KMI$PFE
$143M
66 positions
#20RoundAngle Advisors LLC
Some overlap · 4 shared positions
$VZ$PLTR$IBIT$MO
$134M
60 positions
#21Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$VZ$MO
$238M
149 positions
#22Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$KMI$BLK$TROW
$545M
93 positions
#23Welch Group, LLCPassive
Some overlap · 4 shared positions
$VZ$AEP$KMB$PFE
$2.9B
326 positions
#24Lloyd Advisory Services, LLC.Passive
Some overlap · 6 shared positions
$VZ$KMB$MO$MDLZ$PFE$WEC
$258M
628 positions
#25Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$VZ$OKE$BLK
$455M
57 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.