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Hedge Funds Similar to INVENIO WEALTH PARTNERS

13F Portfolio OverlapQ3 2026INVENIO WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

INVENIO WEALTH PARTNERS LLC is an institutional investor managing $280M across 87 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 INVENIO WEALTH PARTNERS are GLOBALT Investments / GA, CATALYST FINANCIAL PARTNERS, Ball & Wealth, with shared positions in $STT, $KLAC, $C, $GILD, $PM, $ETN. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Notable overlap · 7 shared positions
$STT$KLAC$C$GILD$PM$ETN
$3.0B
213 positions
#2CATALYST FINANCIAL PARTNERS LLCActive
Notable overlap · 3 shared positions
$STT$KLAC$PM
$1.0B
416 positions
#3Ball & Co Wealth Management Inc.Active
Notable overlap · 3 shared positions
$STT$GILD$PM
$141M
74 positions
#4Warwick Investment Management, Inc.Active
Notable overlap · 3 shared positions
$STT$KLAC$STX
$871M
149 positions
#5Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$PM
$4.1B
571 positions
#6THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$KLAC$C
$1.2B
56 positions
#7Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$1.8B
529 positions
#8Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PM$STX
$479M
225 positions
#9Horizons Wealth Management
Some overlap · 3 shared positions
$STT$C$ETN
$160M
165 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$1.3B
99 positions
#11Adams Wealth ManagementActive
Some overlap · 4 shared positions
$STT$GILD$PM$STX
$522M
147 positions
#12COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$427M
162 positions
#13TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$STT$C$PM$ETN$STX
$686M
151 positions
#14MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$STT$ET$C$GILD
$3.7B
159 positions
#15Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$KLAC$ETN
$487M
628 positions
#16FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$C$PM
$637M
203 positions
#17Encore Global Management, LPPassive
Some overlap · 3 shared positions
$STT$ET$C
$102M
53 positions
#18CacheTech Inc.Passive
Some overlap · 3 shared positions
$STT$GILD$STX
$618M
169 positions
#19Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$STT$C$GILD$PM
$526M
89 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$C$ETN
$530M
92 positions
#21FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$KLAC$PM
$622M
236 positions
#22Richmond Brothers, Inc.Passive
Some overlap · 3 shared positions
$STT$C$PM
$192M
96 positions
#23CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$KLAC$STT$ETN$STX
$1.3B
88 positions
#24Keebeck Wealth ManagementPassive
Some overlap · 4 shared positions
$KLAC$ET$STT$ETN
$1.0B
471 positions
#25Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$STT$KLAC$C$ETN
$1.0B
267 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.