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Hedge Funds Similar to IVC Wealth Advisors

13F Portfolio OverlapQ3 2026IVC Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

IVC Wealth Advisors LLC is an institutional investor managing $249M across 166 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 IVC Wealth Advisors are Davis, Veratis Advisors, SACKS & ASSOCIATES, with shared positions in $ALL, $ETN, $AN, $RSG, $RIO, $TFC. The full ranking of 25 similar funds is below.

#1Davis Capital ManagementPassive
Some overlap · 5 shared positions
$ALL$ETN$AN$RSG$RIO
$167M
1,175 positions
#2Veratis Advisors, Inc.Active
Some overlap · 4 shared positions
$TFC$ALL$MCD$ADI
$141M
84 positions
#3SACKS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$HPE$CRWD$RIO$RSG$ETN$WM
$143M
79 positions
#4Farmers National BankPassive
Some overlap · 4 shared positions
$ALL$ETN$MCD$ADI
$479M
180 positions
#5Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$TFC$HPE$MCD$ETN
$116M
65 positions
#6ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$RAL$ETN$NEM$HPE
$2.3B
181 positions
#7GDS Wealth ManagementPassive
Some overlap · 4 shared positions
$ALL$HPE$ADI$CRWD
$2.1B
232 positions
#8Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$SOLS$MCD$WM$ADI
$176M
64 positions
#9SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$TFC$WM$ETN$HPE$MCD
$5.3B
737 positions
#10Rithm Capital Corp.Active
Some overlap · 4 shared positions
$ETN$RSG$WM$FPS
$81M
38 positions
#11AAFMAA Wealth Management & Trust LLCActive
Some overlap · 4 shared positions
$ETN$HPE$WM$RSG
$291M
94 positions
#12Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$ETN$MCD$WM$ADI
$110M
55 positions
#13WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$ETN$HPE$MCD$CRWD
$654M
379 positions
#14Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ALL$ETN$ADI$MCD
$401M
272 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$ALL$WM$ADI$PFH
$155M
107 positions
#16Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$WM$MCD
$655M
539 positions
#17United BankPassive
Some overlap · 4 shared positions
$TFC$ETN$ADI$MCD
$329M
122 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$TFC$HPE$MCD
$116M
172 positions
#19BEACON FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$ETN$RSG$WM$ADI
$1.1B
385 positions
#20Iowa State BankPassive
Some overlap · 4 shared positions
$ETN$ADI$PFH$TFC
$592M
116 positions
#21Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$NEM$RSG$MCD$WM
$206M
69 positions
#22Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$ETN$MCD$ADI$CRWD
$822M
157 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$TFC$HPE$PFH
$3.3B
229 positions
#24Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$RSG$MCD$ADI$TFC
$1.5B
135 positions
#25FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$AME$RAL$ADI$MCD
$22.1B
106 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.