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Hedge Funds Similar to New Insight Wealth Advisors

13F Portfolio OverlapQ2 2026New Insight Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

New Insight Wealth Advisors is an institutional investor managing $339M across 120 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 New Insight Wealth Advisors are Yelin Lapidot Ltd., Adelante, Pensionfund PDN, with shared positions in $GLBE, $MRVL, $PFE, $BABA, $SPG, $FRT. The full ranking of 25 similar funds is below.

#1Yelin Lapidot Holdings Management Ltd.Active
Some overlap · 4 shared positions
$GLBE$MRVL$PFE$BABA
$549M
91 positions
#2Adelante Capital Management LLCActive
Some overlap · 4 shared positions
$SPG$FRT$O$DOC
$1.5B
42 positions
#3Pensionfund PDNActive
Some overlap · 4 shared positions
$SPG$DOC$O$WPC
$170M
72 positions
#4Pensionfund SabicActive
Some overlap · 4 shared positions
$SPG$DOC$O$WPC
$83M
73 positions
#5Lombard Odier Asset Management (USA) CorpPassive
Some overlap · 3 shared positions
$PFE$SPG$RIVN
$727M
142 positions
#6DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GLBE$MRVL$NU$SHOP
$220M
35 positions
#7HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 5 shared positions
$SPG$O$DOC$WPC$FRT
$1.6B
57 positions
#8Green Street Investors, LLCActive
Some overlap · 4 shared positions
$SPG$DOC$WPC$O
$212M
29 positions
#9Miller Global Investments, LLCPassive
Some overlap · 4 shared positions
$MRVL$DOC$O$PFE
$124M
327 positions
#10Vert Asset Management LLCActive
Some overlap · 3 shared positions
$SPG$DOC$FRT
$365M
44 positions
#11Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$PFE$BABA
$1.4B
113 positions
#12KEYSTONE INVESTORS PTE LTDActive
Some overlap · 3 shared positions
$MRVL$ROST$BABA
$1.9B
84 positions
#13Timbercreek Asset Management Ltd.Active
Some overlap · 5 shared positions
$SPG$FRT$DOC$WPC$O
$722M
83 positions
#14Alpha Omega Wealth Management LLCPassive
Some overlap · 4 shared positions
$SPG$DOC$O$PFE
$665M
207 positions
#15Torrey Growth & Income AdvisorsSmart money
Some overlap · 3 shared positions
$PFE$MRVL$SHOP
$294M
108 positions
#16First Washington CORPActive
Some overlap · 3 shared positions
$MRVL$BABA$CRWD
$418M
51 positions
#17TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$BABA$CRWD
$226M
113 positions
#18Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 3 shared positions
$PFE$ROST$SPG
$1.6B
184 positions
#19Safe Harbor Family Capital, LLCSmart money
Some overlap · 3 shared positions
$SPG$FRT$DOC
$150M
57 positions
#20LONG WALK MANAGEMENT LPActive
Some overlap · 3 shared positions
$GLBE$NU$PINS
$441M
14 positions
#21Arthedge Capital Management, LLCActive
Some overlap · 3 shared positions
$GLBE$SHOP$CRWD
$161M
13 positions
#22Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$SPG$O$PFE
$2.2B
478 positions
#23Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$SPG$MRVL$CRWD
$236M
98 positions
#24APG Asset Management US Inc.Smart money
Some overlap · 5 shared positions
$O$SPG$WPC$DOC$FRT
$14.3B
61 positions
#25Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$MRVL$RIVN$MRNA$CRWD
$148M
110 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.