How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Investment Research & Advisory Group

13F Portfolio OverlapQ2 2026Investment Research & Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Investment Research & Advisory Group, Inc. is an institutional investor managing $324M across 314 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 Research & Advisory Group are Thomasville National Bank, CapitalatWork S.A., GRAYBILL WEALTH , LTD., with shared positions in $ASML, $GD, $PM, $BKNG, $CRM, $UBER. The full ranking of 25 similar funds is below.

#1Thomasville National BankPassive

Notable overlap · 7 shared positions

$ASML $GD $PM $BKNG $CRM $UBER

$1.8B

241 positions

#2CapitalatWork S.A.Active

Notable overlap · 5 shared positions

$SCHW $BLK $CB $UBER $CRM

$4.0B

93 positions

#3GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$ASML $BLK $UBER $SBUX $BA

$372M

82 positions

#4NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$ASML $BLK $UBER $BA $DHR

$606M

79 positions

#5Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$BLK $ASML $PM $SBUX $LMT $DHR

$856M

89 positions

#6Manhattan West Asset Management, LLCPassive

Notable overlap · 5 shared positions

$ASML $UBER $GD $PM $IQV

$599M

185 positions

#7ST GERMAIN D J CO INCPassive

Notable overlap · 5 shared positions

$ASML $CB $BLK $BKNG $DHR

$2.8B

914 positions

#8Voya Financial Advisors, Inc.Smart money

Notable overlap · 7 shared positions

$SCHW $PM $BKNG $LMT $IQV $SBUX

$1.1B

208 positions

#9BARLOW WEALTH PARTNERS, INC.Active

Notable overlap · 4 shared positions

$ASML $SCHW $UBER $CRM

$926M

149 positions

#10Trajan Wealth LLCActive

Notable overlap · 7 shared positions

$PM $IQV $UBER $BKNG $GD $SCHW

$2.6B

152 positions

#11Oregon Pacific Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $PM $IQV $BKNG $GD

$107M

115 positions

#12Legal Advantage Investments, Inc.Active

Notable overlap · 5 shared positions

$ASML $SCHW $BA $VEEV $SHOP

$285M

77 positions

#13Arlington Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$BLK $CB $SBUX $CRM $ISRG $ASML

$787M

107 positions

#14Victrix Investment AdvisorsPassive

Notable overlap · 5 shared positions

$ASML $CB $SCHW $BA $LMT

$239M

75 positions

#15DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$CB $SBUX $BA $LMT $CRM $DHR

$124M

100 positions

#16Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$SCHW $UBER $LMT $PM $DHR $BA

$282M

73 positions

#17LONDON CO OF VIRGINIAActive

Notable overlap · 5 shared positions

$BLK $SCHW $PM $CB $SBUX

$17.5B

169 positions

#18Beaumont Asset Management, L.L.C.Smart money

Notable overlap · 6 shared positions

$BLK $GD $LMT $CRM $UBER $DHR

$257M

79 positions

#19Independence Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$SCHW $PM $IQV $BKNG $GD

$199M

85 positions

#20Warther Private Wealth, LLCActive

Notable overlap · 4 shared positions

$ASML $SCHW $UBER $ISRG

$456M

50 positions

#21HughesLittle Investment Management Ltd.Smart money

Notable overlap · 3 shared positions

$ASML $SCHW $UBER

$577M

13 positions

#22COUNTRY TRUST BANKActive

Notable overlap · 5 shared positions

$ASML $CB $BKNG $IQV $BLK

$5.7B

628 positions

#23TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 5 shared positions

$SCHW $PM $IQV $BKNG $BLK

$143M

104 positions

#24Washington Trust Advisors, Inc.Passive

Notable overlap · 7 shared positions

$UBER $IQV $SBUX $BKNG $ASML $VEEV

$1.3B

724 positions

#25Gibraltar Capital Management, Inc.Active

Notable overlap · 5 shared positions

$ASML $UBER $BKNG $CRM $KKR

$650M

125 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.