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 INVESTED ADVISORS

13F Portfolio OverlapQ3 2026INVESTED ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

INVESTED ADVISORS is an institutional investor managing $117M across 162 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 INVESTED ADVISORS are Abundance Wealth Counselors, GRIMES & WEALTH, Kerusso, with shared positions in $VRT, $HST, $HPE, $EXC, $VZ, $AMGN. The full ranking of 25 similar funds is below.

#1Abundance Wealth CounselorsActive

Some overlap · 10 shared positions

$VRT $HST $HPE $EXC $VZ $AMGN

$706M

170 positions

#2GRIMES & Co WEALTH MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$HPE $QCOM $AMGN $BMY $AXP $HSY

$4.6B

449 positions

#3Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$QCOM $VZ $AMGN $AXP $BMY $PFH

$306M

59 positions

#4MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$VRT $PWR $VZ $AMGN $BMY

$631M

238 positions

#5Sage Capital Advisors,llcPassive

Some overlap · 5 shared positions

$VRT $VZ $AMGN $BMY $QCOM

$498M

145 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$QCOM $VZ $HSY $AMGN $AXP

$504M

136 positions

#7VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$HPE $QCOM $VZ $BMY $PFH

$1.1B

141 positions

#8McKinney Capital Management, LLCActive

Some overlap · 5 shared positions

$HPE $EXC $VZ $BMY $PFH

$254M

87 positions

#9CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$VZ $HSY $AMGN $QCOM $BMY

$177M

86 positions

#10Titan Investment Management LLCActive

Some overlap · 4 shared positions

$VRT $HSY $PWR $BMY

$137M

40 positions

#11Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$VRT $VZ $AMGN $BMY

$513M

70 positions

#12Empire Financial Management Company, LLCPassive

Some overlap · 4 shared positions

$QCOM $NVS $HSY $AMGN

$253M

139 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$QCOM $VZ $HSY $AMGN

$203M

58 positions

#14Optimist Retirement Group LLCActive

Some overlap · 4 shared positions

$QCOM $NVS $VZ $BMY

$259M

118 positions

#15NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$QCOM $VZ $EXC $AMGN

$863M

131 positions

#16Miramar Capital, LLCPassive

Some overlap · 4 shared positions

$QCOM $VZ $HSY $BMY

$455M

57 positions

#17ARS Investment Partners, LLCActive

Some overlap · 4 shared positions

$VRT $PWR $BMY $HPE

$2.3B

181 positions

#181834 INVESTMENT ADVISORS COPassive

Some overlap · 4 shared positions

$VZ $QCOM $HSY $BMY

$886M

232 positions

#19Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$116M

172 positions

#20Principal Street Partners, LLCPassive

Some overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$683M

277 positions

#21COWA, LLCPassive

Some overlap · 5 shared positions

$PWR $BMY $AMGN $HPE $PFH

$399M

181 positions

#22Argyle Capital Management, LLCPassive

Some overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$347M

138 positions

#23Mengis Capital Management, Inc.Passive

Some overlap · 4 shared positions

$QCOM $NVS $PWR $HSY

$673M

215 positions

#24Visionary Wealth AdvisorsPassive

Some overlap · 4 shared positions

$QCOM $PWR $AMGN $VZ

$2.5B

666 positions

#25IAM Advisory, LLCActive

Some overlap · 4 shared positions

$NVS $VRT $AMGN $BMY

$513M

107 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.