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Hedge Funds Similar to Objective ,

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

Objective Capital Management, LLC is an institutional investor managing $99M 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 Objective , are Lynch Investment Planning,, Financial Concepts Unlimited,, truNorth Financial Services,, with shared positions in $DIA, $MS, $KMI, $HUM, $WT, $PLTR. The full ranking of 25 similar funds is below.

#1Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$MS$KMI
$111M
54 positions
#2Financial Concepts Unlimited, Inc.Active
Some overlap · 3 shared positions
$DIA$MS$HUM
$112M
44 positions
#3truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$MS$HUM$DIA$WT$PLTR
$97M
49 positions
#4Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$MS$FBTC$HUM$IBIT
$1.0B
279 positions
#5Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$DIA$HUM$IBIT
$295M
168 positions
#6FLAGSTAR ADVISORS INC.Passive
Some overlap · 4 shared positions
$MS$HUM$DIA$WT
$276M
174 positions
#7Conservest Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$MS$DIA$HUM$WT
$1.1B
127 positions
#8LifeGoal Investments, LLCPassive
Some overlap · 4 shared positions
$MS$FBTC$TXN$HUM
$175M
112 positions
#9Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DIA$MS$HUM
$151M
97 positions
#10Worth Asset Management, LLCPassive
Some overlap · 4 shared positions
$DIA$TXN$MS$WT
$268M
182 positions
#11Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$MS$HUM$PLTR
$352M
649 positions
#12Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$HUM$DIA$ETN$KMI
$958M
176 positions
#13MLP3, LLCPassive
Some overlap · 3 shared positions
$DIA$MS$WT
$91M
86 positions
#14STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DIA$IBIT$KMI
$949M
220 positions
#15Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$PLTR
$486M
108 positions
#16MKT Advisors LLCActive
Some overlap · 3 shared positions
$DIA$HUM$WT
$298M
157 positions
#17Hubbell Strickland Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$HUM$FBTC$PLTR$DIA
$251M
83 positions
#18Beta Wealth Group, Inc.Passive
Some overlap · 4 shared positions
$DIA$HUM$XYZ$MS
$242M
112 positions
#19Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$MS$HUM$TXN
$120M
84 positions
#20Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$FBTC$WT
$171M
126 positions
#21Talisman Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MS$HUM$WT
$124M
101 positions
#22DAGCO, INC.Passive
Some overlap · 3 shared positions
$MS$HUM$ETN
$461M
353 positions
#23Strategies Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$HUM$PLTR$FBTC
$995M
193 positions
#24Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$HUM$WT
$183M
141 positions
#25Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$MS$DIA$OGE
$272M
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.