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 Ipsen Advisor Group

13F Portfolio OverlapQ2 2026Ipsen Advisor Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ipsen Advisor Group LLC is an institutional investor managing $155M across 107 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 Ipsen Advisor Group are BCWM, Harvest Investment Advisors, CAMBIAR INVESTORS, with shared positions in $IAU, $PEP, $SRE, $UNP, $UPS, $BMY. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 7 shared positions

$IAU $PEP $SRE $UNP $UPS $BMY

$342M

57 positions

#2Harvest Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$AMGN $PNC $ALL $UPS $BMY $LMT

$202M

58 positions

#3CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$PEP $TXN $SRE $PNC $SYY $UNP

$2.3B

150 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PEP $TXN $PFH $OKE $UNP $UPS

$233M

122 positions

#5Wills Financial Group LLCPassive

Notable overlap · 6 shared positions

$IAU $PEP $UNP $LMT $NEE $KMB

$275M

82 positions

#6Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$IAU $PEP $WM $AMGN $NEE $LMT

$227M

73 positions

#7Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$PEP $TXN $AMGN $PFH $OKE $UPS

$1.5B

138 positions

#8JMAC ENTERPRISES LLCActive

Notable overlap · 8 shared positions

$IAU $AMGN $PNC $UNP $NEE $LMT

$593M

122 positions

#9Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$PEP $WM $OKE $UNP $BMY $LMT

$455M

57 positions

#10Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$TXN $PEP $AMGN $UNP $BMY $LMT

$255M

278 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$SRE $PEP $SYY $UNP $LMT $NEE

$383M

74 positions

#12OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PEP $WM $AMGN $UPS $NEE $LNT

$183M

31 positions

#13Blossom Wealth ManagementActive

Notable overlap · 7 shared positions

$IAU $ADI $AMGN $TXN $NEE $WM

$71M

72 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PEP $TXN $AMGN $PNC $LMT $NEE

$1.2B

106 positions

#15EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TXN $UNP $AMGN $BMY $PEP $LMT

$1.3B

58 positions

#16OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$PEP $TXN $SYY $UPS $BMY $KMB

$2.7B

54 positions

#17Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$PEP $TXN $AMGN $PNC $LMT $NEE

$169M

84 positions

#18Centerline Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$IAU $PEP $UPS $NEE $AAAU

$319M

79 positions

#19Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$WM $PEP $UPS $LMT $UNP $NEE

$1.3B

54 positions

#20COWA, LLCPassive

Notable overlap · 8 shared positions

$IAU $OKE $UPS $KMB $BMY $AMGN

$399M

181 positions

#21First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$TXN $WM $AMGN $UNP $LMT $NEE

$529M

75 positions

#22Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$PEP $PFH $AMGN $SYY $BMY $EOG

$274M

58 positions

#23PYA Waltman Capital, LLCActive

Notable overlap · 7 shared positions

$TXN $AMGN $PEP $UPS $ALL $LMT

$421M

67 positions

#24Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $PEP $PNC $UPS $LMT $NEE

$175M

81 positions

#25Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$PEP $AMGN $PNC $SYY $UPS $LMT

$181M

81 positions

Compare Ipsen Advisor Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ipsen Advisor Group’s holdings

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.