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Hedge Funds Similar to LifeSteps Financial

13F Portfolio OverlapQ2 2026LifeSteps Financial portfolio →
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Most similar hedge funds by 13F overlap

LifeSteps Financial, Inc. is an institutional investor managing $215M across 792 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LifeSteps Financial are Loudon Investment, MATRIX ASSET ADVISORS, InvesTrust, with shared positions in $USB, $ADP, $EMR, $NEE, $ITW, $QCOM. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$USB$ADP$EMR$NEE$ITW$QCOM
$204M
95 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$WFC$ADP$NEE$QCOM
$1.2B
106 positions
#3InvesTrustPassive
Some overlap · 5 shared positions
$USB$WFC$ADP$EMR$ITW
$260M
95 positions
#4Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$USB$ADP$NEE$ASML$QCOM
$169M
84 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$WFC$ADP$EMR
$530M
92 positions
#6BAYBANPassive
Some overlap · 4 shared positions
$USB$WFC$ADP$NEE
$130M
595 positions
#7LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$USB$WFC$ADP$EMR
$626M
166 positions
#8First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$USB$ADP$NEE$ITW$QCOM$UBER
$1.4B
73 positions
#9NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$USB$WFC$ADP$QCOM
$863M
131 positions
#10Charter Capital Management, LLC\DESmart money
Some overlap · 4 shared positions
$USB$WFC$NEE$UBER
$226M
75 positions
#11Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$USB$ADP$EMR$ITW
$261M
101 positions
#12Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$WFC$QCOM$UBER
$47.7B
212 positions
#13MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$USB$ADP$EMR$NEE
$436M
130 positions
#14R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$USB$WFC$ADP
$133M
47 positions
#15Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$USB$WFC$EMR
$698M
96 positions
#16Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$WFC$EMR
$797M
110 positions
#17Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$USB$WFC$NEE
$447M
77 positions
#18Somerset Group LLCActive
Some overlap · 3 shared positions
$USB$WFC$NEE
$142M
58 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$WFC$NEE
$1.3B
58 positions
#20COERENTE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$USB$ADP$ITW$EMR
$543M
43 positions
#21Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$USB$ASML$NEE$QCOM
$170M
61 positions
#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$USB$WFC$EMR
$1.5B
184 positions
#23Bestgate Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$USB$ASML$NEE
$63M
45 positions
#24S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$USB$ADP$NEE
$379M
88 positions
#25KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$USB$ADP$EMR$ITW$QCOM
$1.5B
228 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.