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Hedge Funds Similar to INVESTMENT ASSOCIATES

13F Portfolio OverlapQ2 2026INVESTMENT ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV is an institutional investor managing $487M across 31 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 ASSOCIATES are EPACRIA PARTNERS, Timelo Investment, Warther Private Wealth, with shared positions in $BSM, $PM, $EPD, $BTI, $CNQ, $WSE. The full ranking of 25 similar funds is below.

#1EPACRIA CAPITAL PARTNERS, LLCActive
Substantial overlap · 6 shared positions
$BSM$PM$EPD$BTI$CNQ$WSE
$130M
24 positions
#2Timelo Investment Management Inc.Active
Notable overlap · 3 shared positions
$MOH$BAX$CNQ
$349M
49 positions
#3Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$UBER$NU$MCK
$456M
50 positions
#4Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PM$CNQ$UBER$NU
$140M
81 positions
#5FIDUCIENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$GLDM$UBER$EPD$BSM
$698M
153 positions
#6Lifetime Wealth Management P.C.Passive
Notable overlap · 3 shared positions
$BTI$CNQ$EPD
$171M
90 positions
#7R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$PM$EPD$DEO
$133M
47 positions
#8McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$GLDM$EPD$CNQ
$134M
48 positions
#9Wealth Science Advisors LLCActive
Some overlap · 4 shared positions
$BTI$PM$UBER$CNQ
$225M
97 positions
#10Transmarket Holdings LPActive
Some overlap · 3 shared positions
$LBRDA$PHG$DEO
$136M
33 positions
#11HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$EPD$DEO
$252M
43 positions
#12Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$PM$UBER$CACI
$112M
77 positions
#13DeDora Capital, Inc.Passive
Some overlap · 3 shared positions
$NU$GLDM$UBER
$460M
129 positions
#14Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$CNQ$EPD
$983M
149 positions
#15WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PM$NU$MCK
$55.2B
266 positions
#16BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$HII$DEO
$473M
182 positions
#17AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$EPD$BTI
$546M
122 positions
#18Planning Strategies Inc.Passive
Some overlap · 3 shared positions
$EPD$PM$MCK
$160M
1,068 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$CNQ$EPD$MCK
$517M
137 positions
#20CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 3 shared positions
$PM$UBER$NU
$331M
90 positions
#21AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$GLDM$HII$CACI
$424M
86 positions
#22Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$PM$CNQ$UBER
$249M
115 positions
#23Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$MCK$PM$UBER
$894M
60 positions
#24Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$PM$MCK
$375M
88 positions
#25Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MCK$BTI$PHG
$411M
133 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.