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 Lutz Financial Services

13F Portfolio OverlapQ1 2026Lutz Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Lutz Financial Services LLC is an institutional investor managing $1.5B across 100 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 Lutz Financial Services are GRAND WEALTH ,, CAPSTONE WEALTH ADVISORS, Mustard Seed Financial,, with shared positions in $DDOG, $COP, $AMN, $UNIT, $CTVA, $USB. The full ranking of 25 similar funds is below.

#1GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$DDOG $COP $AMN $UNIT $CTVA

$212M

87 positions

#2CAPSTONE CAPITAL WEALTH ADVISORSSmart money

Notable overlap · 3 shared positions

$DDOG $COP $USB

$155M

22 positions

#3Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$COP $DDOG $UNIT $NKE $SCHW $DOV

$167M

92 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$COP $DDOG $AMN $NKE $DOV

$478M

42 positions

#5Finhabits Advisors LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $VLTO $SCHW

$108M

15 positions

#6Firestone Capital ManagementPassive

Notable overlap · 8 shared positions

$COP $DDOG $MDY $UNIT $EPAM $SCHW

$480M

160 positions

#7Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$DDOG $COP $HUM $SCHW $USB

$382M

55 positions

#8VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$DDOG $COP $AMN $NKE $USB

$108M

49 positions

#9Eaton-Cambridge Inc.Smart money

Notable overlap · 4 shared positions

$COP $DDOG $HUM $USB

$320M

56 positions

#10William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $EPAM

$175M

73 positions

#11Rialto Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$COP $AMN $DDOG $UNIT $EPAM $MDY

$445M

1,730 positions

#12AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $DDOG $NKE $SCHW

$445M

77 positions

#13Compass Advisory Group LLCActive

Notable overlap · 7 shared positions

$COP $DDOG $NKE $SCHW $HUM $DOV

$374M

86 positions

#14Beaird Harris Wealth Management, LLCActive

Notable overlap · 7 shared positions

$DDOG $AMN $UNIT $NKE $SCHW $WT

$1.5B

686 positions

#15Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$COP $DDOG $MDY $SCHW

$333M

198 positions

#16Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$COP $DDOG $SCHW $HUM $USB

$420M

120 positions

#17Hudson Oak Wealth Advisory LLCActive

Notable overlap · 4 shared positions

$DDOG $AMN $COP $SCHW

$115M

52 positions

#18Financial Plan, Inc.Active

Notable overlap · 7 shared positions

$COP $DDOG $AMN $VLTO $DOV $USB

$933M

94 positions

#19RCS Financial Planning, LLCPassive

Notable overlap · 5 shared positions

$DDOG $AMN $UNIT $VLTO $GMM

$193M

98 positions

#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$DDOG $COP $VLTO $SCHW $HUM $USB

$350M

95 positions

#21Passive Capital Management, LLC.Active

Notable overlap · 6 shared positions

$DDOG $AMN $UNIT $NKE $SCHW $WT

$335M

104 positions

#22Disciplined Investments, LLCPassive

Notable overlap · 9 shared positions

$COP $DDOG $MDY $UNIT $VLTO $NKE

$279M

141 positions

#23VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$COP $DDOG $UNIT $SCHW $HUM $DOV

$335M

505 positions

#24Level Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$DDOG $COP $NKE $HUM $GMM

$213M

67 positions

#25REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$DDOG $AMN $HUM $WT

$342M

70 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.