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 LVW Advisors,

13F Portfolio OverlapQ1 2026LVW Advisors, portfolio →

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Most similar hedge funds by 13F overlap

LVW Advisors, LLC is an institutional investor managing $1.2B across 462 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 LVW Advisors, are SOUTHERN MICHIGAN BANK &, Planned Solutions,, Wagner Wealth ,, with shared positions in $SNOW, $GD, $MO, $MCD, $MU, $BAC. The full ranking of 25 similar funds is below.

#1SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $GD $MO $MCD

$261M

424 positions

#2Planned Solutions, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MU $MCD $BAC

$306M

139 positions

#3Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MO $GILD

$495M

279 positions

#4BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $MU $AMGN

$510M

85 positions

#5CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $GD $AMGN

$156M

80 positions

#6Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SNOW $MO $BAC

$346M

77 positions

#7FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MU $MCD

$754M

345 positions

#8Momentum Wealth Planning, LLCActive

Notable overlap · 3 shared positions

$SNOW $MU $BAC

$113M

36 positions

#9Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $MCD

$354M

92 positions

#10Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $MCD $BAC

$335M

104 positions

#11HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $MCD $MO

$187M

72 positions

#12Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MCD $BAC

$539M

115 positions

#13Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $BAC

$493M

58 positions

#14Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MU $WDC

$520M

91 positions

#15CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $AMGN $BAC

$121M

54 positions

#16FLC Capital AdvisorsPassive

Notable overlap · 3 shared positions

$SNOW $USB $BAC

$560M

221 positions

#17Franklin, Parlapiano, Turner & Welch, LLCActive

Notable overlap · 3 shared positions

$SNOW $MCD $MU

$420M

55 positions

#18Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $GD $MU

$225M

99 positions

#19Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $GILD $USB

$313M

119 positions

#20MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMGN $MCD

$260M

146 positions

#21Jeter Robert S IIActive

Notable overlap · 3 shared positions

$SNOW $AMGN $MU

$100M

43 positions

#22PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$SNOW $USB $MCD

$198M

106 positions

#23Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMGN $MCD

$106M

79 positions

#24LifeGoal Investments, LLCPassive

Some overlap · 3 shared positions

$SNOW $USB $MU

$175M

112 positions

#25Zhang Financial LLCActive

Some overlap · 3 shared positions

$SNOW $AMGN $MU

$2.9B

367 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.