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Hedge Funds Similar to Investment Research Partners

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

Investment Research Partners LLC is an institutional investor managing $295M across 280 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 Research Partners are Plan A Wealth, Goldstream Ltd, Elyxium Wealth, with shared positions in $VRT, $ASML, $AXP, $TTE, $AME, $LOW. The full ranking of 25 similar funds is below.

#1Plan A Wealth LLCActive
Some overlap · 8 shared positions
$VRT$ASML$AXP$TTE$AME$LOW
$280M
203 positions
#2Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$CIEN$VRT$ASML$QCOM
$132M
45 positions
#3Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$CIEN$AMGN$DE
$952M
298 positions
#4Abundance Wealth CounselorsActive
Some overlap · 8 shared positions
$VRT$AMGN$MCK$HST$DE$TTE
$706M
170 positions
#5Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$CIEN$ASML$AXP$DE
$257M
258 positions
#6Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$VRT$ASML$AXP$MCK$LOW
$321M
508 positions
#7BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$CIEN$AMGN$QCOM$MCK
$3.7B
303 positions
#8INVESTED ADVISORSPassive
Some overlap · 5 shared positions
$VRT$AXP$AMGN$QCOM$HST
$117M
162 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$UPS$ASML$AXP
$115M
89 positions
#10Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$UPS$AXP$AMGN$QCOM$LOW
$762M
267 positions
#11Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CIEN$VRT$ASML
$9.7B
1,202 positions
#12MAGNOLIA CAPITAL MANAGEMENT LTDActive
Some overlap · 5 shared positions
$VRT$ASML$AMGN$QCOM$AXP
$141M
71 positions
#13MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UPS$AXP$AMGN$QCOM$LOW
$1.5B
245 positions
#14Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$VRT$UPS$AMGN$QCOM
$498M
145 positions
#15Oxford Wealth Group, LLCPassive
Some overlap · 3 shared positions
$CIEN$VRT$ASML
$224M
89 positions
#16Resonant Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ASML$AMGN$QCOM$MCK
$2.1B
551 positions
#17Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$VRT$ASML$AXP$MCK
$754M
37 positions
#18Accent Capital Management, LLCActive
Some overlap · 5 shared positions
$VRT$AXP$ASML$DE$LOW
$231M
299 positions
#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$AMGN$QCOM$LOW$DE
$8.0B
1,334 positions
#20Horizon Family Wealth, Inc.Active
Some overlap · 4 shared positions
$VRT$ASML$AXP$DE
$219M
93 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$AMGN$QCOM$LOW$UPS
$906M
153 positions
#22HM PAYSON & COActive
Some overlap · 5 shared positions
$ASML$AMGN$AME$AXP$DE
$7.5B
1,139 positions
#23Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VRT$CIEN$AMGN$QCOM
$531M
269 positions
#24CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$AXP$QCOM$AMGN$LOW$DE
$1.3B
204 positions
#25Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$ASML$AXP$QCOM
$968M
178 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.