How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Invera Wealth Advisors

13F Portfolio OverlapQ2 2026Invera Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Invera Wealth Advisors, LLC is an institutional investor managing $186M across 132 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 Invera Wealth Advisors are Comprehensive Financial Consultants Institutional, GDS Wealth, WealthShield Partners, with shared positions in $JCI, $CMI, $ETN, $ALL, $NXPI, $TT. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 13 shared positions

$JCI $CMI $ETN $ALL $NXPI $TT

$378M

205 positions

#2GDS Wealth ManagementPassive

Notable overlap · 10 shared positions

$TT $TJX $ALL $NXPI $IQV $CMG

$2.1B

232 positions

#3WealthShield Partners, LLCPassive

Notable overlap · 9 shared positions

$TT $JCI $TJX $CMI $NXPI $ETN

$654M

379 positions

#4HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 10 shared positions

$CMI $JCI $TT $ETN $MPC $CB

$461M

144 positions

#5Tulsa Wealth Advisors, INCActive

Notable overlap · 11 shared positions

$JCI $CMI $ETN $MPC $TT $CB

$710M

166 positions

#6CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$TJX $JCI $ETN $MPC $CB $TT

$129M

214 positions

#7Phoenix Wealth AdvisorsActive

Notable overlap · 9 shared positions

$CMI $JCI $ETN $MPC $CB $UNP

$297M

129 positions

#8Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 9 shared positions

$CMI $JCI $ETN $MPC $CB $UNP

$251M

74 positions

#9Scissortail Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $UNP $DRI

$520M

106 positions

#10CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 9 shared positions

$JCI $CMI $ETN $MPC $CB $UNP

$1.0B

300 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 9 shared positions

$JCI $CMI $ETN $MPC $CB $UNP

$215M

59 positions

#12Clear Trail Advisors, LLCPassive

Notable overlap · 9 shared positions

$JCI $ETN $MPC $TJX $CB $UNP

$655M

161 positions

#13Nemes Rush Group LLCPassive

Notable overlap · 8 shared positions

$JCI $NXPI $TT $ETN $ALL $CB

$1.2B

954 positions

#14Winthrop Partners - WNY, LLCPassive

Notable overlap · 9 shared positions

$JCI $ETN $MPC $CB $UNP $DRI

$202M

87 positions

#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$CMI $TJX $ETN $CB $EW $UNP

$1.7B

401 positions

#16TMB Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$JCI $ETN $CMI $MPC $CB $DRI

$321M

177 positions

#17Harbour Wealth Management Group, Inc.Active

Some overlap · 9 shared positions

$TT $ETN $TJX $MPC $MSI $NXPI

$148M

89 positions

#18TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$TJX $TT $ETN $NXPI $UNP $CDNS

$3.3B

230 positions

#19Renaissance Investment Group LLCPassive

Some overlap · 4 shared positions

$TT $TJX $NXPI $UNP

$508M

84 positions

#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 4 shared positions

$TT $TJX $NXPI $ICE

$118M

56 positions

#21LightSquare Wealth Management, LLCPassive

Some overlap · 7 shared positions

$JCI $ETN $MPC $CB $UNP $DRI

$145M

104 positions

#22Saturna Capital CORPActive

Some overlap · 4 shared positions

$TJX $TT $JCI $APD

$8.2B

140 positions

#23Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$TT $ETN $MPC $UNP $APD $DRI

$421M

225 positions

#24Saranac Partners LtdPassive

Some overlap · 4 shared positions

$TT $TJX $CDNS $ICE

$343M

117 positions

#25MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$TJX $NXPI $ETN $TT $EW

$290M

179 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.