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Hedge Funds Similar to Invariant Investment

13F Portfolio OverlapQ3 2026Invariant Investment portfolio →
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Most similar hedge funds by 13F overlap

Invariant Investment Management is an institutional investor managing $173M across 69 U.S. equity positions as of Q3 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
$131M
42 positions
#3Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MO$ADBE$EOG$LOW
$673M
158 positions
#4Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$CL$MO$CAH$GWW
$1.0B
208 positions
#5ISTHMUS PARTNERS, LLCPassive
Some overlap · 5 shared positions
$GWW$CL$LOW$BNY$HSY
$1.0B
228 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
$151M
141 positions
#11ETF Store, Inc.Active
Some overlap · 3 shared positions
$MO$CL$ORLY
$122M
109 positions
#12TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MCK$LOW$LII$LULU
$217M
114 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
$2.0B
323 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
$244M
53 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
$137M
40 positions
#22BDFS Capital LLCActive
Some overlap · 4 shared positions
$MCK$ADBE$CL$ORLY
$203M
117 positions
#23Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MO$ADBE$PM
$182M
43 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
$268M
102 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.