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 LGL PARTNERS,

13F Portfolio OverlapQ1 2026LGL PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

LGL PARTNERS, LLC is an institutional investor managing $243M across 66 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 LGL PARTNERS, are Confluence Wealth Services,, FC Advisory, LifeGoal Investments,, with shared positions in $MS, $SNOW, $HUM, $NKE, $USB, $DOV. The full ranking of 25 similar funds is below.

#1Confluence Wealth Services, Inc.Active

Some overlap · 4 shared positions

$MS $SNOW $HUM $NKE

$2.6B

365 positions

#2FC Advisory LLCActive

Some overlap · 5 shared positions

$MS $SNOW $HUM $USB $DOV

$342M

115 positions

#3LifeGoal Investments, LLCPassive

Some overlap · 4 shared positions

$MS $SNOW $HUM $USB

$175M

112 positions

#4Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $SNOW $HUM $WT

$123M

111 positions

#5TBH Global Asset Management, LLCPassive

Some overlap · 4 shared positions

$MS $SNOW $HUM $USB

$497M

245 positions

#6Systelligence, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $USB $DOV $WT

$514M

56 positions

#7FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 5 shared positions

$MS $SNOW $USB $DOV $WT

$1.5B

341 positions

#8Red Tortoise LLCPassive

Some overlap · 4 shared positions

$MS $SNOW $HUM $NKE

$240M

591 positions

#9Silver Coast Investments LLCActive

Some overlap · 5 shared positions

$MS $SNOW $USB $DOV $LIN

$313M

119 positions

#10Madrid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $USB $IBM $INTC

$133M

70 positions

#11D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$MS $SNOW $HUM

$772M

299 positions

#12Meridian Financial Partners LLCActive

Some overlap · 5 shared positions

$MS $SNOW $USB $WT $LIN

$263M

121 positions

#13TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$MS $HUM $SNOW $USB $WT

$4.8B

1,649 positions

#14Innovative Wealth Building LLCActive

Some overlap · 4 shared positions

$MS $SNOW $HUM $OKE

$142M

70 positions

#15Wealthfront Advisers LLCActive

Some overlap · 5 shared positions

$MS $HUM $SNOW $USB $IBIT

$45.6B

1,076 positions

#16Scott Capital Advisors, LLCActive

Some overlap · 5 shared positions

$MS $SNOW $HUM $USB $NKE

$493M

58 positions

#17Meridian Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $HUM $USB $IBM $WT

$183M

141 positions

#18MCF Advisors LLCPassive

Some overlap · 3 shared positions

$MS $SNOW $HUM

$2.3B

1,338 positions

#19Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $WT $OKE $LIN

$1.2B

262 positions

#20Hubbell Strickland Wealth Management, LLCActive

Some overlap · 5 shared positions

$MS $HUM $DOV $IBM $INTC

$251M

83 positions

#21Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$MS $SNOW $USB

$3.5B

825 positions

#22Pearl Planning LLCActive

Some overlap · 3 shared positions

$MS $SNOW $IBM

$187M

52 positions

#23Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 4 shared positions

$MS $SNOW $USB $IBM

$257M

109 positions

#24MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$MS $SNOW $DOV $WT

$145M

84 positions

#25Morangie Management LLCActive

Some overlap · 3 shared positions

$MS $SNOW $HUM

$109M

34 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.