13F Pro

Hedge Funds Similar to INVESTMENT PARTNERS, LTD.

13F Portfolio OverlapQ2 2026INVESTMENT PARTNERS, LTD. portfolio →
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Most similar hedge funds by 13F overlap

INVESTMENT PARTNERS, LTD. is an institutional investor managing $320M across 167 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, LTD. are Finer Wealth, Equity Wealth Partners, Patrick Mauro Investment Advisor, with shared positions in $ASML, $MCD, $IBIT, $PEP, $PLTR, $CRWD. The full ranking of 25 similar funds is below.

#1Finer Wealth Management, Inc.Active
Some overlap · 5 shared positions
$ASML$MCD$IBIT$PEP$PLTR
$224M
88 positions
#2Equity Wealth Partners, LLCActive
Some overlap · 5 shared positions
$ASML$PEP$MCD$CRWD$PLTR
$278M
109 positions
#3Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$AEP$ADP$PEP$MCD
$199M
38 positions
#4JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$AEP$ASML$MCD$PEP
$13.7B
840 positions
#5ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$ASML$ADP$PEP$MCD
$1.9B
88 positions
#6Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$ASML$ADP$PEP$MCD
$474M
110 positions
#7Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$AEP$SLV$PEP$CRWD
$124M
142 positions
#8Willis Investment CounselActive
Some overlap · 4 shared positions
$AEP$ADP$PEP$MCD
$2.1B
125 positions
#9Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$SLV$CRWD$PLTR
$819M
339 positions
#10Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$AEP$ADP$PEP$ASML
$169M
84 positions
#11Fortress Financial Solutions, LLC
Some overlap · 4 shared positions
$AEP$SLV$CRWD$PLTR
$96M
56 positions
#12First Pacific FinancialPassive
Some overlap · 4 shared positions
$AEP$PEP$CRWD$ASML
$839M
510 positions
#13HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$ASML$PEP$MCD$CRWD
$1.7B
479 positions
#14OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$AEP$ASML$PEP
$560M
136 positions
#15SlateStone Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$PEP$ADP$PLTR
$1.3B
296 positions
#16TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$AEP$ASML$PEP
$798M
187 positions
#17Umpqua BankPassive
Some overlap · 4 shared positions
$ASML$MCD$CRWD$PEP
$446M
165 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$AEP$ASML$CRWD
$213M
124 positions
#19Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$IBIT$CRWD$PLTR
$323M
177 positions
#20JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$PEP$MCD$ADP$CRWD
$1.2B
134 positions
#21QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$SLV$MCD$CRWD$PLTR
$196M
153 positions
#22JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 4 shared positions
$ASML$MCD$AEP$SLV
$984M
375 positions
#23SENTINEL TRUST CO LBASmart money
Some overlap · 5 shared positions
$ASML$PEP$HBAN$PLTR$MCD
$1.1B
136 positions
#24Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$ASML$PEP$MCD$PLTR
$156M
223 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AEP$ADP$PEP
$1.2B
106 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.