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 RED LIGHTHOUSE INVESTMENT ,

13F Portfolio OverlapQ1 2026RED LIGHTHOUSE INVESTMENT , portfolio →

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Most similar hedge funds by 13F overlap

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC is an institutional investor managing $296M across 80 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 RED LIGHTHOUSE INVESTMENT , are Porter White Investment Advisors,, Valued Wealth Advisors, Meredith Wealth Planning, with shared positions in $AMN, $NKE, $IAU, $MS, $SCHW, $LRCX. The full ranking of 25 similar funds is below.

#1Porter White Investment Advisors, Inc.Smart money

Highly similar · 3 shared positions

$AMN $NKE $IAU

$250M

40 positions

#2Valued Wealth Advisors LLCActive

Highly similar · 5 shared positions

$AMN $NKE $MS $SCHW $LRCX

$247M

751 positions

#3Meredith Wealth PlanningActive

Substantial overlap · 4 shared positions

$AMN $NKE $SHW $MAR

$369M

70 positions

#4Torren Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $DHR $NOW $LRCX

$201M

983 positions

#5Mason Investment Advisory Services, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $MDY $SCHW

$2.2B

79 positions

#6Fort Vancouver Investment Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NOW $IAU

$197M

59 positions

#7Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $NOW

$556M

61 positions

#8WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $MAR $BAC

$240M

100 positions

#9KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $MAR

$522M

97 positions

#10Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$104M

49 positions

#11Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $NKE $TXN $MDY

$337M

41 positions

#12Kondo Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $NKE $BAC

$266M

69 positions

#13POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 4 shared positions

$AMN $NKE $LRCX $BAC

$127M

130 positions

#14Burton Enright WelchActive

Substantial overlap · 4 shared positions

$AMN $IAU $BAC $SCHW

$736M

134 positions

#15PW ADVISORS, LLC \ FLActive

Substantial overlap · 3 shared positions

$AMN $NOW $TXN

$133M

35 positions

#16Burk Holdings LLCPassive

Substantial overlap · 7 shared positions

$AMN $NKE $DHR $IAU $AMD $BAC

$233M

676 positions

#17HMV Wealth Advisors, LLCActive

Substantial overlap · 5 shared positions

$AMN $NKE $LRCX $TXN $SCHW

$213M

81 positions

#18BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $SCHW

$251M

40 positions

#19DEFINE FINANCIAL, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $MAR $SCHW

$184M

41 positions

#20Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 6 shared positions

$AMN $NKE $IAU $LRCX $SCHW $TXN

$931M

518 positions

#21TCI Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $NKE $SCHW

$1.9B

251 positions

#22Capstone Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $DHR

$143M

50 positions

#23ENZI WEALTHActive

Substantial overlap · 4 shared positions

$AMN $AMD $SCHW $DHR

$288M

71 positions

#24Beaird Harris Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$AMN $NKE $IAU $SHW $SCHW

$1.5B

686 positions

#25Pacific Asset Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $SBUX

$179M

70 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.