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Hedge Funds Similar to LifeSteps Financial,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LifeSteps Financial, are NEW ENGLAND ASSET, Focused Wealth ,, Accretive Wealth Partners,, with shared positions in $KKR, $USB, $WFC, $KO, $ADP, $NTRB. The full ranking of 25 similar funds is below.

#1NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KKR$USB$WFC$KO$ADP
$786M
99 positions
#2Focused Wealth Management, IncActive
Some overlap · 4 shared positions
$KKR$USB$NTRB$GE
$964M
228 positions
#3Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$NTRB$KO$USB$ADP
$356M
180 positions
#4Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$USB$KO$NTRB
$197M
50 positions
#5Causey Wealth LLCPassive
Some overlap · 3 shared positions
$KKR$USB$NTRB
$236M
81 positions
#6LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$KKR$USB$WFC
$273M
52 positions
#7Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$KKR$USB$NTRB$KO
$109M
1,311 positions
#8AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KKR$USB$NEE$GE
$710M
221 positions
#9HEADINVEST, LLCPassive
Some overlap · 3 shared positions
$KKR$USB$EMR
$488M
225 positions
#10Talisman Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$KKR$KO$NEE$ADP$WFC
$124M
101 positions
#11Berkeley Capital Partners, LLCActive
Some overlap · 3 shared positions
$KKR$USB$NEE
$431M
184 positions
#12O'ROURKE & COMPANY, IncPassive
Some overlap · 3 shared positions
$KKR$USB$KO
$253M
171 positions
#13Charter Capital Management, LLC\DESmart money
Some overlap · 5 shared positions
$KKR$USB$WFC$NEE$UBER
$200M
70 positions
#14Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$KKR$USB$KO
$638M
158 positions
#15BAYBANPassive
Some overlap · 6 shared positions
$USB$WFC$KO$KKR$NEE$ADP
$115M
671 positions
#16Hofer & Associates. IncActive
Some overlap · 3 shared positions
$KKR$USB$ADP
$186M
64 positions
#17TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$KKR$USB$NTRB
$144M
65 positions
#18SWAN Capital LLCPassive
Some overlap · 3 shared positions
$KKR$USB$GE
$272M
554 positions
#19Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$KKR$USB$GE
$559M
127 positions
#20Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$KO
$249M
74 positions
#21Sanibel Captiva Trust Company, Inc.Passive
Some overlap · 3 shared positions
$KKR$USB$ASML
$3.6B
436 positions
#22Triangle Securities Wealth ManagementPassive
Some overlap · 4 shared positions
$KKR$WFC$NEE$EMR
$441M
206 positions
#23CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$KKR$NTRB$KO$ASML
$105M
80 positions
#24TBH Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$KKR$USB$KO
$497M
245 positions
#25McGlone Suttner Wealth Management, Inc.Active
Some overlap · 3 shared positions
$KKR$USB$KO
$755M
189 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.