Hedge Funds Similar to Performa Ltd (US),

13F Portfolio OverlapQ1 2026Performa Ltd (US), portfolio →

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Most similar hedge funds by 13F overlap

Performa Ltd (US), LLC is an institutional investor managing $442M across 47 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 Performa Ltd (US), are MB, LEVIS & ASSOCIATES,, Fee-Only Financial Planning, L.C., MilWealth Group, with shared positions in $MKL, $CTVA, $UNIT, $ADBE, $APP, $GTM. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$MKL $CTVA $UNIT

$240M

234 positions

#2Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$UNIT $MKL $ADBE

$166M

43 positions

#3MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $CTVA $UNIT

$420M

81 positions

#4SAGE FINANCIAL GROUP INCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $CTVA

$1.5B

107 positions

#5ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $CTVA $ADBE

$3.5B

338 positions

#6Creekside PartnersPassive

Notable overlap · 3 shared positions

$UNIT $MKL $APP

$243M

183 positions

#7Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$UNIT $CTVA $MKL

$289M

98 positions

#8Rodgers & Associates, LTDActive

Some overlap · 3 shared positions

$UNIT $CTVA $MKL

$982M

101 positions

#9Grey Fox Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$UNIT $CTVA $MKL

$518M

140 positions

#10Watershed Asset Management, L.L.C.Passive

Some overlap · 3 shared positions

$MKL $ADBE $GTM

$96M

118 positions

#11JMG Financial Group, Ltd.Smart money

Some overlap · 3 shared positions

$UNIT $MKL $CTVA

$3.6B

127 positions

#12Berkeley, IncActive

Some overlap · 3 shared positions

$MKL $UNIT $CTVA

$298M

81 positions

#13Cornerstone Wealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$UNIT $CTVA $MKL

$434M

49 positions

#14Whitegate Investment Counselors, Inc.Active

Some overlap · 3 shared positions

$UNIT $MKL $CTVA

$315M

68 positions

#15Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$UNIT $CTVA $MKL

$484M

76 positions

#16Foundation Wealth Management, LLC\PAActive

Some overlap · 3 shared positions

$MKL $CTVA $UNIT

$284M

91 positions

#17Livet Wealth, LLCPassive

Slight overlap · 3 shared positions

$UNIT $MKL $ADBE

$157M

117 positions

#18Red Tortoise LLCPassive

Slight overlap · 3 shared positions

$UNIT $MKL $APP

$240M

591 positions

#19Alpha Omega Wealth Management LLCPassive

Slight overlap · 3 shared positions

$MKL $UNIT $PYPL

$617M

206 positions

#20Financial Alternatives, IncActive

Slight overlap · 3 shared positions

$MKL $UNIT $ADBE

$185M

79 positions

#21NORTHWEST WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$UNIT $CTVA $MKL

$665M

255 positions

#22RTD Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$UNIT $CTVA $MKL

$814M

114 positions

#23Comprehensive Financial Management LLCSmart money

Slight overlap · 4 shared positions

$UNIT $CTVA $DOCU $PYPL

$3.0B

38 positions

#24Vickerman Investment Advisors, Inc.Active

Slight overlap · 3 shared positions

$UNIT $ADBE $PYPL

$476M

94 positions

#25Caitlin John, LLCPassive

Slight overlap · 3 shared positions

$MKL $UNIT $PYPL

$167M

935 positions

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View Performa Ltd (US),’s holdings

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.