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 LifePlan Financial,

13F Portfolio OverlapQ1 2026LifePlan Financial, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LifePlan Financial, LLC is an institutional investor managing $135M across 83 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 LifePlan Financial, are Pillar Financial Advisors,, DAHRING {-} CUSMANO, Rather & Kittrell,, with shared positions in $IAU, $NTRB, $SNOW, $COP, $NKE, $USB. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$IAU $NTRB $SNOW $COP $NKE $USB

$171M

106 positions

#2DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $CRM $NTRB

$163M

58 positions

#3Rather & Kittrell, Inc.Active

Notable overlap · 5 shared positions

$IAU $USB $DHR $NKE $VZ

$648M

113 positions

#4BCWM, LLCPassive

Notable overlap · 7 shared positions

$IAU $USB $VZ $DUK $TGT $AMD

$353M

57 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $USB $COP

$508M

107 positions

#6Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $PYPL

$1.4B

118 positions

#7CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $MCD $MDLZ $DHR

$298M

99 positions

#8Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $CTVA $USB

$243M

90 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$IAU $USB $MDT $CVS $MCD $COP

$218M

69 positions

#10Financial Harvest, LLCActive

Notable overlap · 4 shared positions

$IAU $NKE $MCD $AMD

$170M

57 positions

#11CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $COP $NKE $AMD

$293M

1,255 positions

#12Forza Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$IAU $USB $VZ $COP $AMT $TGT

$287M

188 positions

#13Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$IAU $NKE $DUK $USB $CTVA

$315M

56 positions

#14Guardian Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $NKE

$330M

30 positions

#15Impact Investors, IncPassive

Notable overlap · 4 shared positions

$IAU $AMAT $USB $AMD

$144M

106 positions

#16SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$IAU $CCZ $CRM $TGT

$199M

97 positions

#17Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $USB $AMD

$341M

113 positions

#18STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$IAU $SNOW $COP

$124M

51 positions

#19InvesTrustPassive

Notable overlap · 9 shared positions

$SSL $HLT $CTVA $VZ $USB $SLB

$238M

91 positions

#20West Family Investments, Inc.Passive

Notable overlap · 4 shared positions

$IAU $CVS $MCD $VZ

$285M

259 positions

#21VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $VLTO $SNOW $AMD

$361M

123 positions

#22GREAT OAK CAPITAL PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$IAU $NKE $MDT

$430M

47 positions

#23RAM Investment Partners, LLCActive

Notable overlap · 5 shared positions

$IAU $DHR $NKE $AMAT $AMD

$569M

121 positions

#24Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$IAU $SNOW $NKE $HLT

$931M

518 positions

#25Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $AMD $PANW

$190M

464 positions

Compare LifePlan Financial,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LifePlan Financial,’s holdings

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.