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 OverlapQ2 2026INVESTED ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

INVESTED ADVISORS is an institutional investor managing $113M across 152 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 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

$1.5B

317 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

$274M

58 positions

#4MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$VRT $PWR $VZ $AMGN $BMY

$636M

262 positions

#5Sage Capital Advisors,llcPassive

Some overlap · 5 shared positions

$VRT $VZ $AMGN $BMY $QCOM

$482M

140 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$QCOM $VZ $HSY $AMGN $AXP

$515M

142 positions

#7VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$HPE $QCOM $VZ $BMY $PFH

$1.1B

146 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

$135M

38 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

$201M

57 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

$883M

211 positions

#19Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$229M

166 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

$658M

218 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.