What hedge funds are most similar to White Lighthouse Investment Management Inc.?

The funds with the most similar 13F portfolios to White Lighthouse Investment Management Inc. are FIDUCIARY ADVISORS,, Juno Financial Group, SWAN, based on overlapping conviction holdings in the latest SEC filings.

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 White Lighthouse Investment

13F Portfolio OverlapQ1 2026White Lighthouse Investment portfolio →

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Most similar hedge funds by 13F overlap

White Lighthouse Investment Management Inc. is an institutional investor managing $721M across 145 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 White Lighthouse Investment are FIDUCIARY ADVISORS,, Juno Financial Group, SWAN, with shared positions in $BRZE, $KKR, $COP, $DHR, $UNIT, $USB. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 9 shared positions

$BRZE $KKR $COP $DHR $UNIT $USB

$133M

121 positions

#2Juno Financial Group LLCActive

Substantial overlap · 6 shared positions

$KKR $BRZE $HUM $DHR $SCHW $PM

$255M

70 positions

#3SWAN Capital LLCPassive

Substantial overlap · 8 shared positions

$KKR $MAR $USB $HUM $UNIT $SCHW

$272M

554 positions

#4Quaker Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$KKR $COP $MAR $USB $HUM

$320M

972 positions

#5Seneca Financial Advisors LLCActive

Substantial overlap · 6 shared positions

$BRZE $KKR $HUM $USB $SNOW $DDOG

$341M

64 positions

#6Tide Cove Capital Partners LLCSmart money

Substantial overlap · 6 shared positions

$KKR $COP $USB $DHR $HUM $SCHW

$147M

13 positions

#7Forum Private Client Group LLCActive

Substantial overlap · 8 shared positions

$KKR $COP $DHR $HUM $USB $IAU

$300M

80 positions

#8Sagace Wealth Management LLCPassive

Notable overlap · 8 shared positions

$BRZE $IAU $USB $COP $KKR $UNIT

$149M

70 positions

#9truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $HUM $UNIT $UPST

$97M

49 positions

#10Towneley Capital Management, Inc / DESmart money

Notable overlap · 8 shared positions

$BRZE $COP $IAU $SNOW $UPST $SGOL

$478M

42 positions

#11Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 9 shared positions

$BRZE $COP $IAU $DHR $HUM $MKL

$578M

118 positions

#12Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$KKR $COP $MAR $UNIT $UPST $HUM

$453M

103 positions

#13DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $COP $MAR $HUM $DHR

$461M

353 positions

#14Clarity Capital Advisors, LLCActive

Notable overlap · 11 shared positions

$BRZE $KKR $COP $UNIT $USB $SCHW

$215M

95 positions

#15Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$KKR $COP $HUM $UNIT $SCHW

$230M

21 positions

#16PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 10 shared positions

$BRZE $IAU $DHR $USB $UNIT $SCHW

$1.4B

283 positions

#17Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 5 shared positions

$KKR $USB $DHR $SCHW $BRZE

$462M

228 positions

#18Ariston Services GroupActive

Notable overlap · 7 shared positions

$KKR $IAU $HUM $SCHW $SNOW $COP

$167M

71 positions

#19Breakwater Investment ManagementPassive

Notable overlap · 10 shared positions

$BRZE $KKR $HUM $SCHW $UPST $SNOW

$269M

506 positions

#20FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $HUM $SCHW

$264M

25 positions

#21Luminvest Wealth Management LLCSmart money

Notable overlap · 9 shared positions

$BRZE $COP $USB $KKR $DHR $HUM

$382M

55 positions

#22Ballast Financial Advisors LLCActive

Notable overlap · 8 shared positions

$COP $IAU $USB $DHR $HUM $UNIT

$98M

68 positions

#23Family CFO IncActive

Notable overlap · 7 shared positions

$BRZE $USB $HUM $UNIT $SCHW $AFRM

$223M

41 positions

#24McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$BRZE $COP $HUM $SNOW

$192M

27 positions

#25VSM Wealth Advisory, LLCPassive

Notable overlap · 9 shared positions

$KKR $COP $UNIT $MAR $SCHW $HUM

$335M

505 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.