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 LVZ,

13F Portfolio OverlapQ1 2026LVZ, portfolio →

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Most similar hedge funds by 13F overlap

LVZ, Inc. is an institutional investor managing $984M across 177 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 LVZ, are Spectrum Wealth Advisory Group,, Tenzing Financial, LAWOOD &, with shared positions in $SOLV, $GD, $AMAT, $SO, $IBM, $LRCX. The full ranking of 25 similar funds is below.

#1Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$SOLV $GD $AMAT $SO $IBM

$269M

58 positions

#2Tenzing Financial LLCActive

Notable overlap · 3 shared positions

$SOLV $AMAT $LRCX

$133M

70 positions

#3LAWOOD & COPassive

Some overlap · 4 shared positions

$SOLV $COP $VZ $IBM

$108M

90 positions

#4Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$SOLV $AMAT $LRCX

$462M

53 positions

#5TERRIL BROTHERS, INC.Active

Some overlap · 3 shared positions

$SOLV $VZ $C

$366M

75 positions

#6Madrid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SOLV $COP $IBM

$133M

70 positions

#7SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$SOLV $COP $IBM

$222M

135 positions

#8SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 3 shared positions

$SOLV $VZ $IBM

$119M

61 positions

#9MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SOLV $MPC $VZ $IBM

$260M

146 positions

#10Clarus Wealth AdvisorsPassive

Some overlap · 3 shared positions

$SOLV $GD $C

$235M

88 positions

#11Delos Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$SOLV $MPC $IBM

$175M

260 positions

#12Plan Group Financial, LLCPassive

Some overlap · 4 shared positions

$SOLV $SO $VZ $IBM

$426M

229 positions

#13EHRLICH FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$SOLV $VZ $GSAT

$174M

112 positions

#14Andina Capital Management, LLCPassive

Some overlap · 3 shared positions

$SOLV $MSTR $LRCX

$113M

119 positions

#15ProCore Advisors, LLCActive

Some overlap · 4 shared positions

$SOLV $AMAT $LRCX $HCA

$65M

73 positions

#16Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$SOLV $AMAT $LRCX

$181M

177 positions

#17CAP Partners, LLCPassive

Some overlap · 4 shared positions

$SOLV $MSTR $ANET $HCA

$177M

146 positions

#18Strong Tower Advisory ServicesPassive

Slight overlap · 4 shared positions

$SOLV $MSTR $VZ $FCX

$531M

92 positions

#19MATTERS CAPITAL LLCPassive

Slight overlap · 4 shared positions

$SOLV $MPC $LRCX $HCA

$113M

64 positions

#20STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Slight overlap · 4 shared positions

$SOLV $AMAT $ANET $LRCX

$113M

82 positions

#21DAVIS SELECTED ADVISERSActive

Slight overlap · 3 shared positions

$SOLV $COP $AMAT

$21.8B

112 positions

#22BridgePort Financial Solutions, LLCPassive

Slight overlap · 3 shared positions

$SOLV $COP $IBM

$353M

231 positions

#23Gallacher Capital Management LLCPassive

Slight overlap · 3 shared positions

$SOLV $MPC $HCA

$261M

301 positions

#24GENERAL AMERICAN INVESTORS CO INCActive

Slight overlap · 3 shared positions

$SOLV $AMAT $ANET

$1.5B

69 positions

#25True North Advisors, LLCPassive

Slight overlap · 3 shared positions

$SOLV $SYK $LRCX

$877M

245 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.