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Hedge Funds Similar to Lifestyle Asset ,

13F Portfolio OverlapQ1 2026Lifestyle Asset , portfolio →
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Most similar hedge funds by 13F overlap

Lifestyle Asset Management, Inc. is an institutional investor managing $306M across 134 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 Lifestyle Asset , are Davidson, Dorsey Wright & Associates, Horizon Investment Services,, with shared positions in $FIX, $UTHR, $MEDP, $FTNT, $EXEL, $FTI. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$FIX$UTHR$MEDP$FTNT$EXEL
$552M
93 positions
#2Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$FIX$FTI$MEDP$UTHR$NEM
$807M
158 positions
#3Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$FIX$FTI$APP$HIG$MU
$288M
137 positions
#4Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$FIX$FTI$WDC$MELI$MU
$114M
52 positions
#5Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$FIX$WDC$CLS$MU
$20.7B
107 positions
#6Retireful, LLCPassive
Some overlap · 4 shared positions
$FIX$WDC$NEM$MU
$71M
84 positions
#7Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 6 shared positions
$UTHR$GMM$NEM$SBS$EXEL$HIG
$160M
184 positions
#8MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 4 shared positions
$WDC$FIX$CLS$MU
$545M
113 positions
#9Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$WDC$CLS$FTNT$CHKP
$562M
62 positions
#10Storgate, LLCActive
Some overlap · 4 shared positions
$FIX$CLS$WDC$APP
$127M
170 positions
#11FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$FHI$NEM$ADBE
$889M
55 positions
#12Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$WDC$FTI$FIX$NEM
$377M
211 positions
#13Peak Retirement Planning, Inc.Passive
Some overlap · 5 shared positions
$UTHR$APP$EXEL$CHWY$MU
$501M
152 positions
#14PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$FIX$CLS$APP$MU
$128M
80 positions
#15Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$WDC$FTI$NEM$MU
$133M
81 positions
#16RENAISSANCE TECHNOLOGIES LLCPassive
Some overlap · 6 shared positions
$UTHR$EXEL$WDC$MU$MEDP$ADBE
$63.9B
3,213 positions
#17VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$FIX$MEDP$FTI$NEM
$181M
216 positions
#18AMF Tjanstepension ABActive
Some overlap · 4 shared positions
$WDC$FIX$ADBE$MELI
$15.1B
117 positions
#19NAVELLIER & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$FIX$APP$FTI$MU
$960M
326 positions
#20Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$FHI$UTHR$CLS
$488M
231 positions
#21Point Nemo Capital, LLCPassive
Some overlap · 3 shared positions
$FIX$FTI$SBS
$152M
80 positions
#22Polar Capital Holdings PlcActive
Some overlap · 4 shared positions
$WDC$CLS$RNR$MU
$28.2B
242 positions
#23Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$FIX$WDC$MU
$65M
34 positions
#24Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$FIX$WDC$MU
$115M
50 positions
#25Eddie Patel IncPassive
Some overlap · 5 shared positions
$CLS$APP$NEM$MELI$MU
$130M
95 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.