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Hedge Funds Similar to Investors Portfolio Services

13F Portfolio OverlapQ2 2026Investors Portfolio Services portfolio →
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Most similar hedge funds by 13F overlap

Investors Portfolio Services LLC is an institutional investor managing $131M across 674 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 Investors Portfolio Services are Savoir Faire, ST. NICHOLAS PRIVATE ASSET, Infusive Asset, with shared positions in $MCD, $AZO, $PM, $ORLY, $BABA, $CRM. The full ranking of 25 similar funds is below.

#1Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$MCD$AZO$PM
$161M
43 positions
#2ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MCD$ORLY$PM
$115M
36 positions
#3Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$BABA$CRM
$220M
30 positions
#4HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$ORLY$PM
$252M
43 positions
#5Advantage Trust CoActive
Some overlap · 3 shared positions
$MCD$GWW$BA
$284M
197 positions
#6Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MCD$QCOM$PM
$277M
87 positions
#7PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$MCD$ORLY$PM$CRM
$93M
38 positions
#8BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCD$QCOM$ROP
$138M
208 positions
#9Pinnacle Financial Group, LLC / ILActive
Some overlap · 3 shared positions
$MCD$GWW$BA
$410M
117 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$QCOM$HON
$108M
52 positions
#11LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$MCD$NOW$CRM
$138M
71 positions
#12SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$GWW$QCOM$LHX
$205M
55 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$MCD$ANET$BA
$287M
33 positions
#14Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$MCD$AZO$PM
$494M
74 positions
#15RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 3 shared positions
$MCD$ORLY$QCOM
$794M
188 positions
#16CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$MCD$QCOM$ARES$PM$HON
$5.2B
56 positions
#17Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$MCD$GWW$AZO$PM
$754M
41 positions
#18Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$MCD$BA$CRM
$555M
46 positions
#19Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$PM$CRM
$1.6B
383 positions
#20BANQUE PICTET & CIE SAActive
Some overlap · 4 shared positions
$MCD$ORLY$PM$CRM
$16.0B
330 positions
#21Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MCD$ORLY$ROP
$1.5B
68 positions
#22Range Financial Group LLCPassive
Slight overlap · 4 shared positions
$MCD$BE$QCOM$PM
$366M
206 positions
#23CADINHA & CO LLCActive
Slight overlap · 3 shared positions
$MCD$GWW$BA
$675M
107 positions
#24WENDELL DAVID ASSOCIATES INCActive
Slight overlap · 3 shared positions
$MCD$GWW$QCOM
$947M
155 positions
#25Richmond Brothers, Inc.Passive
Slight overlap · 3 shared positions
$MCD$ANET$PM
$192M
96 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.