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Hedge Funds Similar to Investment Partners Asset

13F Portfolio OverlapQ3 2026Investment Partners Asset portfolio →
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Most similar hedge funds by 13F overlap

Investment Partners Asset Management, Inc. is an institutional investor managing $186M across 174 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 Investment Partners Asset are Parrish, Baugh & Associates, Allen Group, with shared positions in $T, $VZ, $QCOM, $SO, $BX, $ASML. The full ranking of 25 similar funds is below.

#1Parrish Capital LLCPassive
Some overlap · 5 shared positions
$T$VZ$QCOM$SO$BX
$103M
84 positions
#2Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$VZ$ASML$QCOM$ARCC$SO
$221M
41 positions
#3Allen Capital Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$ASML$VZ$BX$KMI
$1.2B
316 positions
#4JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$T$VZ$QCOM$KMI$WPM
$350M
244 positions
#5Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$VZ$T$ARCC$SGOL$SO
$510M
228 positions
#6Advisors Capital Management, LLCPassive
Some overlap · 6 shared positions
$BEPC$VZ$BX$KMI$ARCC$QCOM
$9.4B
634 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$VZ$QCOM$SO$BX$KMI
$203M
58 positions
#8Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$VZ$QCOM$ARCC$KMI$BX
$148M
456 positions
#9Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$T$VZ$SO$BX
$316M
157 positions
#101834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$VZ$T$QCOM$KMI
$886M
232 positions
#11Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$T$VZ$QCOM$ASML
$222M
178 positions
#12Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$T$VZ$BX$NOW
$327M
94 positions
#13Stamos Capital Partners, L.P.Passive
Some overlap · 4 shared positions
$T$VZ$ASML$BX
$653M
140 positions
#14CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$T$VZ$BEPC
$217M
120 positions
#15Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$T$VZ$NOW
$350M
78 positions
#16Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ASML$VZ$QCOM$BX
$4.3B
344 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$VZ$T$QCOM$SO
$1.7B
256 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VZ$NOW$BX$KMI
$233M
81 positions
#19FARMERS TRUST CO
Some overlap · 4 shared positions
$VZ$T$SO$KMI
$637M
203 positions
#20Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$T$QCOM$BX
$819M
220 positions
#21Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$VZ$T$BX$KMI
$277M
79 positions
#22Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$QCOM$VZ$SO
$7.7B
793 positions
#23Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$T$VZ$SO$KMI
$1.4B
101 positions
#24NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 4 shared positions
$VZ$QCOM$SO$KMI
$1.7B
110 positions
#25Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$NOW$QCOM$SO$BX
$267M
114 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.