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Hedge Funds Similar to SigFig Wealth

13F Portfolio OverlapQ2 2026SigFig Wealth portfolio →
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Most similar hedge funds by 13F overlap

SigFig Wealth Management, LLC is an institutional investor managing $3.8B across 142 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SigFig Wealth are White Lighthouse Investment, LFA - Lugano Financial Advisors SA, Financial Alternatives, with shared positions in $IAU, $MUFG, $SNPS. The full ranking of 4 similar funds is below.

#1White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$IAU$MUFG$SNPS
$802M
151 positions
#2LFA - Lugano Financial Advisors SAActive
Slight overlap · 3 shared positions
$IAU$MUFG$SNPS
$166M
274 positions
#3Financial Alternatives, IncActive
Slight overlap · 3 shared positions
$IAU$MUFG$SNPS
$203M
84 positions
#4Betterment LLCActive
Slight overlap · 3 shared positions
$MUFG$SNPS$IAU
$59.1B
675 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.