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 Lifeworks Advisors

13F Portfolio OverlapQ2 2026Lifeworks Advisors portfolio →

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Most similar hedge funds by 13F overlap

Lifeworks Advisors, LLC is an institutional investor managing $955M across 337 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 Lifeworks Advisors are Steadtrust, VALLEY WEALTH MANAGERS, Bellwether Advisors, with shared positions in $STX, $DELL, $GLW, $JBL, $HPE, $QCOM. The full ranking of 25 similar funds is below.

#1Steadtrust LLCPassive

Notable overlap · 6 shared positions

$STX $DELL $GLW $JBL $HPE $QCOM

$198M

132 positions

#2VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$STX $DELL $GLW $PFE $KR

$1.8B

345 positions

#3Bellwether Advisors, LLCActive

Notable overlap · 7 shared positions

$GLW $HPE $IAU $DELL $STX $KEYS

$675M

167 positions

#4Retireful, LLCPassive

Notable overlap · 7 shared positions

$DELL $GLW $FFIV $JBL $NTAP $STX

$116M

86 positions

#5AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$DELL $STX $JBL $MO $PFE

$197M

140 positions

#6MWA Asset ManagementPassive

Notable overlap · 4 shared positions

$DELL $STX $CMI $DE

$221M

129 positions

#7Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$STX $GLW $SO $CMI $DE

$231M

125 positions

#8Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $GILD $MO $CMI $PFE

$1.5B

139 positions

#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$DELL $IAU $GLW $IBIT

$753M

223 positions

#10Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$STX $IAU $GLW $PFE

$500M

271 positions

#11Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$DELL $STX $GLW

$334M

81 positions

#12Richard C. Young & CO., LTD.Passive

Notable overlap · 5 shared positions

$DELL $MO $SO $CMI $KR

$1.4B

101 positions

#13KWMG, LLCPassive

Notable overlap · 4 shared positions

$STX $GLW $MO $KR

$1.4B

155 positions

#14WEDGEWOOD INVESTORS INC /PA/Passive

Notable overlap · 5 shared positions

$STX $GLW $MO $DE $WAB

$97M

110 positions

#15Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 6 shared positions

$GLW $HPE $PFE $QCOM $DE $CLX

$1.1B

34 positions

#16CHAPIN DAVIS, INC.Passive

Notable overlap · 4 shared positions

$STX $JBL $DELL $KEYS

$520M

258 positions

#17PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$IAU $STX $GLW $DELL $JBL $WAB

$389M

77 positions

#18Virtus Family Office LLCPassive

Notable overlap · 7 shared positions

$IAU $CMI $PFE $QCOM $NTAP $GILD

$126M

62 positions

#19FOSTER & MOTLEY INCPassive

Notable overlap · 7 shared positions

$DELL $JBL $CMI $HIG $KR $GLW

$2.2B

405 positions

#20Stone Wealth PartnersActive

Notable overlap · 3 shared positions

$STX $GLW $DELL

$137M

63 positions

#21SACKS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$DELL $HPE $IBIT $DE $QCOM

$143M

79 positions

#22Green Alpha Advisors, LLCPassive

Notable overlap · 4 shared positions

$STX $GLW $QCOM $GRMN

$148M

110 positions

#23VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $HPE $DELL $MO $QCOM

$1.1B

141 positions

#24Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$DELL $GLW $QCOM $DE

$399M

113 positions

#25Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$DELL $HPE $PFE $QCOM $NTAP

$160M

124 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.