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Hedge Funds Similar to LJI Wealth ,

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

LJI Wealth Management, LLC is an institutional investor managing $626M across 194 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 LJI Wealth , are HARTLINE INVESTMENT /, Cascade Wealth Advisors,, Monetary Solutions, Ltd, with shared positions in $OKTA, $PLTR, $NET, $UBER, $UPST, $DDOG. The full ranking of 25 similar funds is below.

#1HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$OKTA$PLTR$NET$UBER
$909M
112 positions
#2Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$OKTA$UPST$DDOG$KKR
$228M
60 positions
#3Monetary Solutions, LtdActive
Some overlap · 3 shared positions
$OKTA$KKR$AMN
$103M
318 positions
#4My Personal CFO, LLCActive
Some overlap · 5 shared positions
$OKTA$UPST$KKR$UNH$BAC
$228M
88 positions
#5Investment Planning Advisors, Inc.Active
Some overlap · 4 shared positions
$OKTA$RELX$UPS$KKR
$363M
107 positions
#6Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$OKTA$KKR$UNH
$197M
50 positions
#7PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 7 shared positions
$OKTA$BAC$BA$WFC$DDOG$UBER
$402M
112 positions
#8Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$OKTA$PLTR$BA
$493M
142 positions
#9CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$OKTA$BAC$UBER
$2.9B
69 positions
#10Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$OKTA$RELX$DDOG$KKR$AMN
$1.2B
174 positions
#11Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$OKTA$RELX$LRCX
$378M
200 positions
#12Glass Jacobson Investment Advisors llcPassive
Some overlap · 7 shared positions
$OKTA$PLTR$UPST$RELX$DDOG$KKR
$290M
607 positions
#13Blue Capital, Inc.Passive
Some overlap · 4 shared positions
$OKTA$BAC$BMY$LRCX
$153M
107 positions
#14FC Advisory LLCActive
Some overlap · 3 shared positions
$OKTA$DDOG$DHR
$342M
115 positions
#15Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$OKTA$KKR$UNH
$249M
74 positions
#16RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$OKTA$PLTR$BAC$BA$NET
$829M
92 positions
#17Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$OKTA$PLTR$BMY$NET
$462M
262 positions
#18Glenview Trust CoActive
Some overlap · 3 shared positions
$OKTA$BA$AMN
$6.4B
500 positions
#19RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$OKTA$PLTR$WFC$DDOG
$96M
179 positions
#20NEW YORK LIFE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKTA$BAC$PLTR$UPST$LRCX
$11.8B
781 positions
#21BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKTA$BAC$BA$DHR
$578M
108 positions
#22Single Point Partners, LLCSmart money
Some overlap · 6 shared positions
$OKTA$DDOG$BAC$DHR$KKR$PLTR
$503M
83 positions
#23Weaver Consulting GroupPassive
Slight overlap · 3 shared positions
$OKTA$BA$KKR
$420M
275 positions
#24Henson-Edgewater Management, LLCPassive
Slight overlap · 5 shared positions
$PLTR$BAC$BA$UBER$LRCX
$157M
66 positions
#25Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$OKTA$PLTR$NET
$679M
185 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.