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Hedge Funds Similar to Invariant Investment

13F Portfolio OverlapQ2 2026Invariant Investment portfolio →
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Most similar hedge funds by 13F overlap

Invariant Investment Management is an institutional investor managing $171M across 68 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 Invariant Investment are Financial Advisors Network, Kennon-Green & Company, Allen Mooney & Barnes Investment Advisors, with shared positions in $MO, $CAH, $ADBE, $MCK, $NTAP, $EOG. The full ranking of 25 similar funds is below.

#1Financial Advisors Network, Inc.Passive
Notable overlap · 7 shared positions
$MO$CAH$ADBE$MCK$NTAP$EOG
$816M
208 positions
#2Kennon-Green & Company, LLCActive
Some overlap · 6 shared positions
$MO$ADBE$DPZ$CL$PM$HSY
$128M
41 positions
#3Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MO$ADBE$EOG$LOW
$658M
152 positions
#4Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$CL$MO$CAH$GWW
$1.0B
207 positions
#5ISTHMUS PARTNERS, LLCPassive
Some overlap · 5 shared positions
$GWW$CL$LOW$BNY$HSY
$1.0B
226 positions
#6Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$MO$GWW$LOW$PM
$1.2B
127 positions
#7Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$MO$LOW$EQT$ADBE$MCK$CAH
$39.3B
2,614 positions
#8Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$GWW$MCK$BNY$PM
$754M
41 positions
#9Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$CAH$BNY$MCK$CL$MO
$2.5B
156 positions
#10WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$MO$CL$EOG
$147M
137 positions
#11ETF Store, Inc.Passive
Some overlap · 3 shared positions
$MO$CL$ORLY
$120M
114 positions
#12TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MCK$LOW$LII$LULU
$211M
127 positions
#13Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$MO$CAH$PM
$274M
79 positions
#14McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$MCK$ORLY$BNY$GWW
$1.9B
322 positions
#15Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$GWW$MO$LOW$PM
$394M
99 positions
#16AMIRAL GESTION
Some overlap · 3 shared positions
$ADBE$CL$DPZ
$180M
16 positions
#17Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$ADBE$MCK$EOG
$236M
52 positions
#18Cairn Investment Group, Inc.Active
Some overlap · 3 shared positions
$CAH$MCK$EOG
$227M
65 positions
#19Zuckerman Investment Group, LLCActive
Some overlap · 4 shared positions
$MCK$ULTA$LULU$ADBE
$1.2B
139 positions
#20FCF Advisors LLCPassive
Some overlap · 3 shared positions
$MO$MCK$NTAP
$544M
58 positions
#21Titan Investment Management LLCActive
Some overlap · 5 shared positions
$MCK$APO$CL$PM$HSY
$135M
38 positions
#22BDFS Capital LLCActive
Some overlap · 4 shared positions
$MCK$ADBE$CL$ORLY
$230M
116 positions
#23Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MO$ADBE$PM
$187M
45 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$NTAP$ADBE$LOW$BNY$MCK
$1.8B
139 positions
#25Brindle & Bay Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MO$CL$EOG
$200M
86 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.