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 Landmark Wealth ,

13F Portfolio OverlapQ1 2026Landmark Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Landmark Wealth Management, LLC is an institutional investor managing $373M across 148 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 Landmark Wealth , are IAM Advisory,, Larry Mathis Financial Planning,, Pacific Wealth Strategies Group,, with shared positions in $AGQ, $TXN, $GEV, $LMT, $BAC, $C. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$AGQ $TXN $GEV $LMT

$446M

95 positions

#2Larry Mathis Financial Planning, LLCPassive

Notable overlap · 7 shared positions

$AGQ $BAC $C $LMT $SHEL $WFC

$112M

156 positions

#3Pacific Wealth Strategies Group, Inc.Active

Notable overlap · 4 shared positions

$AGQ $BAC $LMT $GE

$160M

62 positions

#4Ridgepath Capital Management LLCActive

Notable overlap · 4 shared positions

$AGQ $GLW $GE $GEV

$201M

51 positions

#5Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$AGQ $TXN $INTC $LMT

$249M

57 positions

#6PMV Capital Advisers, LLCActive

Notable overlap · 4 shared positions

$AGQ $TXN $C $T

$59M

119 positions

#7Northwest Financial AdvisorsPassive

Notable overlap · 5 shared positions

$AGQ $HUM $GEV $GE $LMT

$52M

66 positions

#8Stack Financial Management, IncActive

Notable overlap · 4 shared positions

$AGQ $LMT $T $EMR

$1.4B

52 positions

#9PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 7 shared positions

$AGQ $TXN $BAC $GE $GEV $WFC

$166M

72 positions

#10Avant Capital LLCPassive

Notable overlap · 3 shared positions

$AGQ $HUM $SHEL

$142M

76 positions

#11McElhenny Sheffield Capital Management, LLCActive

Notable overlap · 3 shared positions

$AGQ $PFE $LMT

$403M

95 positions

#12MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$AGQ $GLW $F $GE $INTC $T

$121M

61 positions

#13VIAWEALTH, LLCPassive

Notable overlap · 5 shared positions

$AGQ $TXN $BAC $ZBRA $SCHW

$180M

159 positions

#14Kaydan Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$AGQ $HUM $T $GE $F

$299M

109 positions

#15Spectrum Financial Alliance Ltd LLCActive

Some overlap · 8 shared positions

$AGQ $BAC $C $F $GE $LMT

$520M

30 positions

#16Generation Capital Management LLCPassive

Some overlap · 3 shared positions

$AGQ $BAC $C

$137M

74 positions

#17Genesis Financial Group, LLCPassive

Some overlap · 4 shared positions

$AGQ $GEV $SCHW $PFE

$158M

103 positions

#18Hedges Asset Management LLC

Some overlap · 7 shared positions

$AGQ $F $GE $INTC $SHEL $WFC

$142M

108 positions

#19Lynx Investment AdvisoryPassive

Some overlap · 4 shared positions

$AGQ $HUM $API $PFE

$209M

181 positions

#20MLP3, LLCPassive

Some overlap · 4 shared positions

$AGQ $C $GE $GEV

$91M

86 positions

#21MRWM Advisors, LLCActive

Some overlap · 4 shared positions

$AGQ $HUM $LMT $SCHW

$184M

74 positions

#22Summit Financial Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$AGQ $LMT $T $PFE

$705M

193 positions

#23Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$AGQ $BAC $C $FCX $LMT $SCHW

$495M

128 positions

#24Bucket List Wealth Management, LLCActive

Some overlap · 6 shared positions

$AGQ $SCHW $PFE $GE $T $HUM

$166M

57 positions

#25J2 Capital Management IncActive

Some overlap · 4 shared positions

$AGQ $HUM $API $LMT

$146M

116 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.