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Hedge Funds Similar to Investment Partners Asset

13F Portfolio OverlapQ2 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 $180M across 173 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 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 LLC
Some overlap · 5 shared positions
$T$VZ$QCOM$SO$BX
$104M
87 positions
#2Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$VZ$ASML$QCOM$ARCC$SO
$226M
42 positions
#3Allen Capital Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$ASML$VZ$BX$KMI
$1.2B
319 positions
#4JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$T$VZ$QCOM$KMI$WPM
$339M
242 positions
#5Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$VZ$T$ARCC$SGOL$SO
$486M
249 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
$201M
57 positions
#8Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$VZ$QCOM$ARCC$KMI$BX
$125M
312 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
$883M
211 positions
#11Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$T$VZ$QCOM$ASML
$225M
151 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
$315M
62 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
$223M
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
$267M
81 positions
#22Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$QCOM$VZ$SO
$7.6B
789 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
$1.6B
109 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.