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Hedge Funds Similar to Lifeworks Advisors,

13F Portfolio OverlapQ1 2026Lifeworks Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Lifeworks Advisors, LLC is an institutional investor managing $779M across 297 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 Lifeworks Advisors, are AFFINITY INVESTMENT ADVISORS,, WCM INVESTMENT ,, Old Port Advisors, with shared positions in $STX, $GILD, $JBL, $MO, $PFE, $HPE. The full ranking of 25 similar funds is below.

#1AFFINITY INVESTMENT ADVISORS, LLCPassive
Notable overlap · 8 shared positions
$STX$GILD$JBL$MO$PFE$HPE
$160M
137 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SE$STX$GLW$LIN
$43.8B
263 positions
#3Old Port AdvisorsPassive
Some overlap · 5 shared positions
$IAU$STX$GLW$IBM$PFE
$434M
239 positions
#4Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$SE$GILD$GLW$IBM$STX
$873M
189 positions
#5Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$GSG
$245M
709 positions
#6KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$SE$STX$GILD
$1.1B
77 positions
#7Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$IBM
$278M
73 positions
#8Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$DELL$MO$SO$CMI$IBM$KR
$1.2B
93 positions
#9Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$DE
$90M
65 positions
#10Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$DELL$CMI$IBM$DE
$649M
186 positions
#11Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$IBIT$IAU$MO$IBM
$222M
73 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$STX$SO$GLW$CMI$IBM$DE
$215M
125 positions
#13TODD ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$GILD$JBL$DELL$MO$CMI$KR
$5.1B
179 positions
#14Verity & Verity, LLCActive
Some overlap · 5 shared positions
$DELL$GILD$MO$PFE$CMI
$1.3B
138 positions
#15Steadtrust LLCPassive
Some overlap · 5 shared positions
$STX$DELL$JBL$GLW$HPE
$176M
123 positions
#16VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$DELL$STX$GLW$PFE$KR
$1.6B
316 positions
#17Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$MO$IAU$GLW
$201M
144 positions
#18Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$OUNZ$MO$SO$PFE$IBM
$426M
229 positions
#19WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$SE$IAU$GLW$IBIT
$508M
107 positions
#20WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SE$MO
$360M
191 positions
#21ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$SE$IAU$IBIT
$132M
105 positions
#22Minneapolis Portfolio Management Group, LLCActive
Some overlap · 6 shared positions
$GLW$PFE$HPE$CLX$IBM$DE
$942M
33 positions
#23FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$GILD$MO$SO$PFE$IBM
$1.5B
235 positions
#24BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$MO$PFE$GRMN
$353M
57 positions
#25Virtus Family Office LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$CMI$GILD$CLX
$117M
73 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.