Hedge Funds Similar to LPL Financial

13F Portfolio OverlapQ2 2026LPL Financial portfolio →

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Most similar hedge funds by 13F overlap

LPL Financial LLC is an institutional investor managing $445.1B across 6,201 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 LPL Financial are Sharkey, Howes & Javer, Tanglewood Wealth, Walkner Condon Financial Advisors, with shared positions in $IAU, $BAH, $STT, $PLTR. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive

Slight overlap · 3 shared positions

$829M

163 positions

#2Tanglewood Wealth Management, Inc.Smart money

Slight overlap · 3 shared positions

$1.2B

44 positions

#3Walkner Condon Financial Advisors LLCPassive

Slight overlap · 3 shared positions

$871M

344 positions

#4VICUS CAPITALActive

Slight overlap · 3 shared positions

$1.5B

268 positions

#5LIBERTY WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$IAU $BAH $PLTR

$800M

268 positions

#6SARD WEALTH MANAGEMENT GROUP, LLCActive

Slight overlap · 3 shared positions

$IAU $BAH $PLTR

$209M

61 positions

#7NTV ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$1.0B

317 positions

#8FLOW TRADERS U.S. LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$2.4B

979 positions

#9Kingsview Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$8.3B

1,432 positions

#10Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$851M

231 positions

#11Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$5.0B

1,942 positions

#12CARDIFF PARK ADVISORS, LLCActive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$1.3B

354 positions

#13Kure Advisory, LLCActive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$211M

62 positions

#14Mosley Wealth ManagementPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$314M

781 positions

#15True Vision MN LLC

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$194M

98 positions

#16Foguth Wealth Management, LLC.Active

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$879M

213 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$171M

102 positions

#18BostonPremier Wealth LLCSmart money

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$235M

79 positions

#19Graetz Wealth LLCActive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$125M

84 positions

#20Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$251M

74 positions

#21RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$581M

172 positions

#22GFS Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$1.7B

266 positions

#23Keystone Financial GroupPassive

Slight overlap · 3 shared positions

$BAH $IAU $PLTR

$1.7B

567 positions

#24Summit Financial, LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $PLTR

$9.1B

1,580 positions

#25Ausdal Financial Partners, Inc.Passive

Slight overlap · 3 shared positions

$BAH $IAU $PLTR

$2.6B

1,043 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.