13F Pro

Hedge Funds Similar to Strategic Investment Solutions

13F Portfolio OverlapQ2 2026Strategic Investment Solutions portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Strategic Investment Solutions, Inc. /IL is an institutional investor managing $437M across 707 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 Strategic Investment Solutions are Cushing Partners, Independent Wealth Advisors, Five Pine Wealth, with shared positions in $SLV, $IAU, $GWW, $MCD, $LIN, $DOV. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$SLV$IAU$GWW$MCD$LIN
$145M
99 positions
#2Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$SLV$IAU$DOV
$111M
77 positions
#3Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$SLV$IAU$DOV
$177M
51 positions
#4Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SLV$IAU$MCD$GLW
$309M
142 positions
#5New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$SLV$DOV$IAU
$268M
50 positions
#6Financial Plan, Inc.Smart money
Some overlap · 3 shared positions
$SLV$DOV$GLW
$1.1B
95 positions
#7FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$1.8B
360 positions
#8Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$SLV$IAU$SNDK
$279M
56 positions
#9Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$DOV$GWW$GLW
$1.2B
127 positions
#10Copia Wealth Management
Some overlap · 3 shared positions
$SLV$DOV$IAU
$166M
570 positions
#11CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$SLV$DOV$SNDK
$130M
55 positions
#12Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$DOV$GLW$MCD
$212M
171 positions
#13Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$DOV
$1.1B
197 positions
#14WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$MCD
$317M
129 positions
#15Proficio Capital Partners LLC
Some overlap · 3 shared positions
$IAU$DOV$SLV
$2.8B
691 positions
#16NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$PLTR$MCD
$270M
74 positions
#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SLV$MCD$GLW
$1.1B
90 positions
#18MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DOV$MCD
$130M
80 positions
#19Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$MCD
$497M
120 positions
#20RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$SLV$MCD$LIN
$460M
154 positions
#21SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$IAU$DOV$GLW
$216M
78 positions
#22Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$IAU$DOV$MCD$AZN
$406M
308 positions
#23CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$SLV$PLTR
$171M
102 positions
#24PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$LIN
$2.8B
186 positions
#25Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$DOV$IAU$MCD$AZN
$1.1B
154 positions

Compare Strategic Investment Solutions’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 Strategic Investment Solutions’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.