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 Level Financial Advisors

13F Portfolio OverlapQ1 2026Level Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Level Financial Advisors is an institutional investor managing $448M across 95 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 Level Financial Advisors are Cornerstone Financial, Financial Plan,, Cordant,, with shared positions in $UPST, $VLTO, $COP, $SNOW, $UNIT, $HUM. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$UPST $VLTO $COP $SNOW $UNIT $HUM

$109M

1,311 positions

#2Financial Plan, Inc.Active

Notable overlap · 5 shared positions

$COP $NSC $UPST $AMN $VLTO

$933M

94 positions

#3Cordant, Inc.Active

Notable overlap · 5 shared positions

$UPST $COP $NKE $SCHW $SNOW

$246M

75 positions

#4E&R Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$UPST $COP $UNIT $SCHW

$100M

12 positions

#5AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$UPST $COP $NKE $SCHW

$445M

77 positions

#6Five Oceans AdvisorsActive

Notable overlap · 3 shared positions

$UPST $NSC $LRCX

$276M

193 positions

#7SCRATCH CAPITAL LLCActive

Notable overlap · 3 shared positions

$UPST $NSC $SNOW

$175M

45 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$UPST $VLTO $COP $SNOW $NEE $HUM

$350M

95 positions

#9Cravens & Co Advisors, LLCActive

Notable overlap · 4 shared positions

$UPST $VLTO $AFRM $GE

$154M

64 positions

#10Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$184M

56 positions

#11Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $AFRM $SCHW

$333M

198 positions

#12ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$UPST $SNOW $AMN $NKE $UNIT $COP

$370M

119 positions

#13American Money Management, LLCActive

Notable overlap · 5 shared positions

$UPST $COP $SNOW $NOC $GE

$632M

168 positions

#14Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$UPST $COP $SNOW $NEE $HUM

$228M

60 positions

#15Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $AMN $SNOW

$181M

94 positions

#16MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$UPST $AMN $COP $LRCX $NEE $NOC

$295M

82 positions

#17Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$UPST $COP $UNIT $HUM

$453M

103 positions

#18BluePrint Investing LLCActive

Notable overlap · 5 shared positions

$UPST $COP $NKE $NEE $SCHW

$126M

26 positions

#19PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 8 shared positions

$UPST $COP $UNIT $NOW $NKE $HUM

$567M

75 positions

#20Rialto Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$COP $VLTO $AMN $SNOW $UNIT $SCHW

$445M

1,730 positions

#21Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$UPST $SNOW $UNIT $AFRM

$434M

49 positions

#22Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $SNOW $SCHW

$1.8B

57 positions

#23Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $AMN $HUM

$149M

51 positions

#24Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $HUM

$101M

40 positions

#25Chemistry Wealth Management LLCPassive

Notable overlap · 5 shared positions

$UPST $NKE $COP $UNIT $SCHW

$569M

204 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.