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 FINANCIAL LIFE ADVISORS

13F Portfolio OverlapQ1 2026FINANCIAL LIFE ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FINANCIAL LIFE ADVISORS is an institutional investor managing $321M across 52 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 FINANCIAL LIFE ADVISORS are Avid Wealth Partners, High Falls Advisors,, Nova Wealth ,, with shared positions in $MDLZ, $GLDM, $DDOG, $SAN, $MAR. The full ranking of 25 similar funds is below.

#1Avid Wealth Partners LLCActive

Some overlap · 3 shared positions

$MDLZ $GLDM $DDOG

$212M

71 positions

#2High Falls Advisors, Inc

Some overlap · 5 shared positions

$MDLZ $DDOG $SAN $MAR $GLDM

$494M

144 positions

#3Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MDLZ $GLDM $SAN $MAR

$154M

545 positions

#4Detalus Advisors, LLCActive

Some overlap · 3 shared positions

$MDLZ $GLDM $DDOG

$438M

186 positions

#5One Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $GLDM

$803M

304 positions

#6Polaris Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $SAN $DDOG

$137M

70 positions

#7CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $GLDM

$107M

50 positions

#8Financial Guidance Group, Inc.Passive

Some overlap · 3 shared positions

$GLDM $DDOG $MAR

$249M

89 positions

#9Beckerman Institutional, LLCPassive

Some overlap · 3 shared positions

$GLDM $SAN $MAR

$188M

121 positions

#10American Investment Services, Inc.Active

Some overlap · 3 shared positions

$GLDM $DDOG $MAR

$448M

132 positions

#11Excelsior Advisor Network LLCPassive

Some overlap · 3 shared positions

$SAN $MDLZ $DDOG

$263M

226 positions

#12W ADVISORS, LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $MAR

$195M

141 positions

#13Ackerman Asset Management, LLCActive

Some overlap · 3 shared positions

$MDLZ $SAN $MAR

$143M

35 positions

#14KICKSTAND VENTURES, LLC.Active

Some overlap · 3 shared positions

$MDLZ $GLDM $MAR

$475M

130 positions

#15Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $SAN $MDLZ

$299M

101 positions

#16ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$MDLZ $DDOG $SAN

$324M

72 positions

#17MCMORGAN & CO LLCSmart money

Some overlap · 3 shared positions

$GLDM $MDLZ $SAN

$618M

40 positions

#18BRANDYWINE OAK PRIVATE WEALTH LLCActive

Some overlap · 3 shared positions

$GLDM $DDOG $MAR

$1.2B

229 positions

#19Able Wealth Management LLCPassive

Some overlap · 3 shared positions

$MDLZ $SAN $GLDM

$374M

138 positions

#20Tidemark, LLCPassive

Some overlap · 3 shared positions

$GLDM $MDLZ $MAR

$393M

901 positions

#21WEALTHGARDEN F.S. LLCPassive

Some overlap · 4 shared positions

$MDLZ $SAN $DDOG $GLDM

$147M

165 positions

#22Keebeck Wealth ManagementPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $MAR

$889M

426 positions

#23McNaughton Wealth Management, LLCActive

Some overlap · 3 shared positions

$DDOG $GLDM $MAR

$242M

70 positions

#24PENOBSCOT WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$GLDM $MAR $DDOG

$338M

107 positions

#25BRIGHT FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$GLDM $MAR $DDOG

$218M

67 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.