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Hedge Funds Similar to Ironwood Financial

13F Portfolio OverlapQ2 2026Ironwood Financial portfolio →
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Most similar hedge funds by 13F overlap

Ironwood Financial, llc is an institutional investor managing $639M across 179 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 Ironwood Financial are Wilson & Boucher, Stillwater Private Wealth, Fingerlakes Wealth, with shared positions in $DOV, $AMGN, $LOW, $SCHW, $HON, $MCD. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$AMGN$LOW$SCHW$HON
$170M
121 positions
#2Stillwater Private Wealth, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$MCD$LOW
$153M
83 positions
#3Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$LOW$MCD$LMT
$186M
101 positions
#4Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$INTU$SCHW
$1.1B
102 positions
#5Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$AMGN$MCD$BA
$212M
171 positions
#6HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$INTU$SCHW
$410M
53 positions
#7American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MCD$AMGN$HON
$110M
56 positions
#8Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MCD$INTU
$568M
133 positions
#9Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$MCD$INTU
$406M
308 positions
#10Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$LMT
$3.4B
392 positions
#11PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$MCD$LOW
$216M
110 positions
#12Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DOV$SCHW$PFE$BMY
$151M
58 positions
#13Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$PFE
$478M
102 positions
#14BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$LOW
$320M
266 positions
#15Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$MCD$PFE
$328M
188 positions
#16WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$MCD$YUM
$1.5B
363 positions
#17Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$MCD$BIIB
$300M
68 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$LOW$MCD
$832M
230 positions
#19TSG Advice Partners, LLC
Some overlap · 3 shared positions
$DOV$MCD$PFE
$667M
135 positions
#20Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$LMT
$695M
111 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$INTU$PFE
$418M
232 positions
#22Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$LOW$LMT
$336M
121 positions
#23CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$MCD$SNA$HON
$5.2B
56 positions
#24Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$SCHW$MCD
$583M
187 positions
#25Coordinated Financial Services, Inc.
Some overlap · 4 shared positions
$DOV$PFE$BA$HON
$174M
176 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.