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 Lido Advisors,

13F Portfolio OverlapQ1 2026Lido Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Lido Advisors, LLC is an institutional investor managing $32.7B across 1,938 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 Lido Advisors, are National Wealth Group,, Comprehensive Financial Planning, /PA, Oxinas Partners Wealth, with shared positions in $WT, $MAR, $PLTR, $MU, $AMAT, $SSL. The full ranking of 25 similar funds is below.

#1National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$WT $MAR $PLTR $MU $AMAT

$269M

215 positions

#2Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 4 shared positions

$WT $MAR $PLTR $MU

$144M

387 positions

#3Oxinas Partners Wealth Management LLCPassive

Slight overlap · 4 shared positions

$WT $MAR $PLTR $MU

$219M

145 positions

#4Lauer Wealth, LLCActive

Slight overlap · 4 shared positions

$WT $MAR $PLTR $MU

$126M

67 positions

#5Retireful, LLCPassive

Slight overlap · 4 shared positions

$WT $MAR $MU $AMAT

$71M

84 positions

#6Hershey Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$WT $MAR $MU $AMAT

$116M

80 positions

#7Marathon Mission, Inc.Active

Slight overlap · 4 shared positions

$WT $SSL $PNC $HLT

$200M

57 positions

#8Redwood Financial Network CorpPassive

Slight overlap · 5 shared positions

$WT $MAR $PNC $SSL $HLT

$153M

170 positions

#9CERTUITY, LLCPassive

Slight overlap · 4 shared positions

$WT $PNC $MAR $MU

$1.5B

659 positions

#10VISTA INVESTMENT MANAGEMENTPassive

Slight overlap · 3 shared positions

$WT $MAR $PNC

$301M

176 positions

#11AlphaCore Capital LLCPassive

Slight overlap · 3 shared positions

$WT $MAR $EPAM

$4.2B

1,202 positions

#12Breachway Investments LLCActive

Slight overlap · 4 shared positions

$WT $SSL $HLT $AMAT

$104M

96 positions

#13WJ Wealth Management, LLCActive

Slight overlap · 4 shared positions

$WT $SSL $MU $HLT

$214M

70 positions

#14Legacy Financial Advisors, Inc.Passive

Slight overlap · 4 shared positions

$WT $PNC $MU $AMAT

$715M

404 positions

#15Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$WT $MAR $PLTR $MU

$2.3B

985 positions

#16Ridge Creek Global, IncActive

Slight overlap · 3 shared positions

$WT $MAR $HLT

$118M

85 positions

#17Insight Advisors, LLC/ PAActive

Slight overlap · 3 shared positions

$WT $MAR $PLTR

$525M

243 positions

#18GPS Wealth Strategies Group, LLC

Slight overlap · 3 shared positions

$WT $MAR $PLTR

$117M

582 positions

#19LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$WT $MAR $PLTR

$595M

360 positions

#20Strategic Family Wealth Counselors, L.L.C.Passive

Slight overlap · 3 shared positions

$WT $MAR $EPAM

$381M

163 positions

#21SONATA CAPITAL GROUP INCPassive

Slight overlap · 5 shared positions

$WT $SSL $EPAM $HLT $MAR

$271M

123 positions

#22Whalen Wealth Management Inc.Passive

Slight overlap · 4 shared positions

$WT $HLT $PLTR $MU

$187M

174 positions

#23Bravias Capital Group, LLCActive

Slight overlap · 3 shared positions

$WT $MAR $AMAT

$153M

96 positions

#24E&G Advisors, LPPassive

Slight overlap · 3 shared positions

$WT $MAR $AMAT

$449M

236 positions

#25HF Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$WT $MAR $AMAT

$293M

166 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.