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 LWM Advisory Services,

13F Portfolio OverlapQ1 2026LWM Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

LWM Advisory Services, LLC is an institutional investor managing $94M across 76 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 LWM Advisory Services, are Planning Advisors,, Magnolia Private Wealth,, Encompass More Asset, with shared positions in $WT, $GLDM, $IBM, $ETN, $APH, $EPAM. The full ranking of 25 similar funds is below.

#1Capital Planning Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $IBM $ETN $APH

$692M

146 positions

#2Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $APH $EPAM

$150M

134 positions

#3Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$597M

251 positions

#4Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $DIA $IBIT $IBM

$220M

273 positions

#5SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $DIA

$1.2B

208 positions

#6Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $NEE

$153M

96 positions

#7OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $IBIT $IBM

$110M

68 positions

#8Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$212M

71 positions

#9SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $EPAM $NEE $DIA

$125M

39 positions

#10Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$WT $GLDM $IBM $ETN $TMO

$153M

344 positions

#11BlackDiamond Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$208M

203 positions

#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $APH $LNG $TMO

$697M

218 positions

#13WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $T

$115M

117 positions

#14Freedom Investment Management, Inc.Active

Notable overlap · 4 shared positions

$WT $NEE $GLDM $NU

$337M

106 positions

#15Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $NEE

$285M

176 positions

#16Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $IBIT $APH

$198M

79 positions

#17UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $DIA

$502M

293 positions

#18EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$WT $NEE $T $LNG

$228M

114 positions

#19Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $T $TMO

$136M

85 positions

#20MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $NEE $IBM

$240M

234 positions

#21Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IBIT $EPAM

$125M

29 positions

#22Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $IBM $NEE

$311M

40 positions

#23Ares Financial Consulting, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $T

$127M

1,066 positions

#24Granite Bay Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $TMUS $TMO $DIA

$470M

94 positions

#25Ankerstar Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $IBIT $NEE

$95M

955 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.