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Hedge Funds Similar to Investment Advisory Group

13F Portfolio OverlapQ2 2026Investment Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Investment Advisory Group, LLC is an institutional investor managing $461M across 220 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 Investment Advisory Group are Corsicana, DoubleLine ETF Adviser, Bay Rivers Group, with shared positions in $MDY, $TPL, $STT, $WELL, $PLD, $O. The full ranking of 25 similar funds is below.

#1Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$TPL$STT
$206M
309 positions
#2DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$WELL$PLD$O$AMGN$MO
$242M
170 positions
#3Bay Rivers GroupPassive
Some overlap · 4 shared positions
$MDY$AMGN$PLTR$O
$293M
126 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TPL$PLD$AMGN$STT$PLTR
$3.2B
77 positions
#5HANOVER ADVISORS INCSmart money
Some overlap · 3 shared positions
$MDY$TPL$PLTR
$278M
122 positions
#6Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$PLTR
$183M
63 positions
#7Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMGN$STT
$294M
135 positions
#8LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$PLD$STT
$248M
91 positions
#9RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$MDY$STT$PLTR$AMGN
$581M
172 positions
#10Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$STT$PLTR
$133M
85 positions
#11Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$STT$LIN
$251M
48 positions
#12Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$O$PLD$AMGN$MO
$334M
127 positions
#13Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$AMGN
$405M
147 positions
#14LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$PLTR
$201M
139 positions
#15Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$WELL$MO
$176M
60 positions
#16APG Asset Management US Inc.Smart money
Some overlap · 3 shared positions
$O$WELL$PLD
$14.3B
61 positions
#17Adelante Capital Management LLCActive
Some overlap · 3 shared positions
$O$WELL$PLD
$1.5B
42 positions
#18Pensionfund SabicActive
Some overlap · 3 shared positions
$O$WELL$PLD
$94M
76 positions
#19HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 3 shared positions
$O$WELL$PLD
$1.6B
57 positions
#20Uniplan Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$O$WELL$PLD
$1.1B
175 positions
#21CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$O$WELL$PLD
$11.7B
80 positions
#22AEW CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$O$WELL$PLD
$1.7B
39 positions
#23Pensionfund PDNActive
Some overlap · 3 shared positions
$O$WELL$PLD
$194M
76 positions
#24Capital Square, LLCPassive
Some overlap · 4 shared positions
$O$WELL$PLD$MO
$228M
241 positions
#25Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$O$PLD$AMGN$LIN
$170M
111 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.