How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LPL Financial

13F Portfolio OverlapQ1 2026LPL Financial portfolio →

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Most similar hedge funds by 13F overlap

LPL Financial LLC is an institutional investor managing $376.6B across 5,964 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LPL Financial are Endowment Wealth ,, Centurion Wealth, BLUELINE ADVISORS, with shared positions in $WT, $SE, $MS, $REGN, $SHW, $JHG. The full ranking of 25 similar funds is below.

#1Endowment Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$WT $SE $MS $REGN $SHW $JHG

$226M

165 positions

#2Centurion Wealth Management LLCPassive

Some overlap · 7 shared positions

$WT $MS $HUM $SE $USB $REGN

$444M

316 positions

#3BLUELINE ADVISORS LLCActive

Some overlap · 7 shared positions

$WT $SE $USB $SHW $JHG $HUM

$129M

217 positions

#4Clear Creek Financial Management, LLCPassive

Some overlap · 6 shared positions

$WT $SE $HUM $REGN $SHW $JHG

$1.3B

608 positions

#5CALTON & ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$WT $MS $SE $USB $REGN $SHW

$696M

438 positions

#6Element Wealth, LLCPassive

Some overlap · 6 shared positions

$WT $SE $MS $SHW $JHG $BAH

$242M

207 positions

#7Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$WT $SE $MS $HUM $KKR

$90M

65 positions

#8Interactive Financial AdvisorsActive

Some overlap · 7 shared positions

$SE $WT $HUM $USB $SHW $KKR

$153M

78 positions

#9National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$WT $SE $HUM $USB $REGN $BAH

$269M

215 positions

#10Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$WT $SE $HUM $REGN $JHG $KKR

$5.1B

1,073 positions

#11Trademark Financial Management, LLCPassive

Some overlap · 7 shared positions

$WT $MS $HUM $USB $REGN $SHW

$204M

102 positions

#12Strategic Financial Concepts, LLCPassive

Some overlap · 6 shared positions

$WT $MS $HUM $USB $SHW $BAH

$405M

298 positions

#13Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$WT $MS $SE $HUM $KKR $USB

$970M

263 positions

#14Barnes Wealth Management Group, IncPassive

Some overlap · 5 shared positions

$WT $SE $HUM $JHG $BAH

$197M

184 positions

#15Glen Eagle Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $MS $HUM $REGN $SHW $KKR

$714M

1,021 positions

#16Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$WT $MS $HUM $REGN $JHG $BAH

$905M

310 positions

#17Private Advisor Group, LLCPassive

Some overlap · 6 shared positions

$WT $MS $HUM $USB $JHG $SHW

$21.3B

2,704 positions

#18Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$WT $MS $HUM $JHG $BAH $KKR

$443M

402 positions

#19LEVEL FOUR ADVISORY SERVICES, LLCPassive

Some overlap · 6 shared positions

$WT $MS $USB $REGN $SHW $BAH

$3.0B

866 positions

#20Meridian Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $MS $HUM $USB $KKR $SE

$183M

141 positions

#21Professional Financial Advisors, LLCActive

Some overlap · 4 shared positions

$WT $SE $MS $USB

$491M

137 positions

#225T Wealth, LLCPassive

Some overlap · 6 shared positions

$SE $WT $REGN $SHW $BAH $KKR

$253M

129 positions

#23ShoreHaven Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $SE $MS $JHG

$278M

103 positions

#24Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 6 shared positions

$WT $SE $REGN $JHG $BAH $KKR

$381M

163 positions

#25Mount Yale Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $SE $MS $USB $KKR

$4.3B

1,095 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.