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 Investor's Fiduciary Advisor Network

13F Portfolio OverlapQ2 2026Investor's Fiduciary Advisor Network portfolio →

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Most similar hedge funds by 13F overlap

Investor's Fiduciary Advisor Network, LLC is an institutional investor managing $294M across 219 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 Investor's Fiduciary Advisor Network are Powers Advisory Group, TECTONIC ADVISORS, Trinity Legacy Partners, with shared positions in $DE, $SO, $EPD, $O, $VZ, $LMT. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Some overlap · 8 shared positions

$DE $SO $EPD $O $VZ $LMT

$319M

130 positions

#2TECTONIC ADVISORS LLCPassive

Some overlap · 5 shared positions

$O $NNN $IRM $EPD $VZ

$2.1B

289 positions

#3Trinity Legacy Partners, LLCPassive

Some overlap · 6 shared positions

$IRM $DE $SO $EPD $VZ $WM

$500M

110 positions

#4Pensionfund SabicActive

Some overlap · 3 shared positions

$O $NNN $IRM

$94M

76 positions

#5Pensionfund PDNActive

Some overlap · 3 shared positions

$O $NNN $IRM

$194M

76 positions

#6Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$O $SO $EPD $VZ $GLW $WM

$397M

167 positions

#7Loudon Investment Management, LLCPassive

Some overlap · 3 shared positions

$O $DE $EPD

$204M

95 positions

#8Edgemoor Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$DE $O $EPD $BX $VZ $SO

$1.5B

188 positions

#9Pasadena Private Wealth, LLCActive

Some overlap · 4 shared positions

$O $IRM $NNN $EPD

$786M

309 positions

#10Asset Planning,IncPassive

Some overlap · 5 shared positions

$O $SO $VZ $LMT $WM

$154M

334 positions

#11M3 Wealth Management, LLCActive

Some overlap · 4 shared positions

$O $SO $LMT $WM

$154M

35 positions

#12Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$DE $SO $VZ $LMT $GLW $WM

$239M

126 positions

#13PARNASSUS INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$O $DE $DHR $WM

$37.4B

135 positions

#14Werlinich Asset Management, LLCActive

Some overlap · 6 shared positions

$IRM $MS $BX $LMT $GLW $WM

$262M

58 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$O $SO $BX $VZ

$201M

57 positions

#16Fjell Capital, LLCPassive

Some overlap · 6 shared positions

$DE $SO $DHR $BX $WM $EPD

$147M

66 positions

#17Windle Wealth, LLCActive

Some overlap · 3 shared positions

$O $SO $VZ

$249M

35 positions

#18Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$O $DE $LMT

$797M

110 positions

#19Capital Square, LLCPassive

Some overlap · 3 shared positions

$O $SO $LMT

$228M

241 positions

#20DMKC Advisory Services, LLCActive

Some overlap · 3 shared positions

$O $DE $LMT

$530M

92 positions

#21Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$O $SO $MS $VZ

$226M

42 positions

#22Core Alternative CapitalPassive

Some overlap · 5 shared positions

$O $SO $MS $LMT $WM

$334M

201 positions

#23CAPITAL ADVISORS INC/OKActive

Some overlap · 5 shared positions

$O $SO $MS $VZ $GLW

$6.8B

374 positions

#24Marietta Wealth Management, LLCActive

Some overlap · 5 shared positions

$DE $SO $BX $GLW $WM

$971M

133 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$O $BX $VZ $LMT $GLW $WM

$327M

94 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.