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Hedge Funds Similar to LJI Wealth

13F Portfolio OverlapQ2 2026LJI Wealth portfolio →
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Most similar hedge funds by 13F overlap

LJI Wealth Management, LLC is an institutional investor managing $714M across 201 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 LJI Wealth are FAGAN ASSOCIATES, KIRTLAND HILLS, Faithward Advisors, with shared positions in $PLTR, $BA, $UBER, $NET, $KLAC, $ASML. The full ranking of 25 similar funds is below.

#1FAGAN ASSOCIATES, INC.Active
Some overlap · 3 shared positions
$PLTR$BA$UBER
$813M
137 positions
#2KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$NET$KLAC$UBER$ASML
$351M
166 positions
#3Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$NET$KLAC$ASML
$819M
339 positions
#4Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$BMY$UBER$WFC$KLAC$ASML
$650M
125 positions
#5Rheos Capital Works Inc.Active
Some overlap · 5 shared positions
$UBER$BA$NET$KLAC$ASML
$1.8B
82 positions
#6SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$KLAC$UPS$UBER
$1.2B
332 positions
#7Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$UBER
$197M
115 positions
#8Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$WFC$BA
$288M
251 positions
#9MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$BMY$UBER$UPS
$3.9B
80 positions
#10Aft, Forsyth & Sober, LLCActive
Some overlap · 3 shared positions
$PLTR$WFC$KLAC
$320M
60 positions
#11Henson-Edgewater Management, LLC
Some overlap · 3 shared positions
$PLTR$BA$UBER
$192M
66 positions
#12MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$BA$BMY$ASML
$360M
118 positions
#13SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BA$UBER$WFC$NET
$1.7B
248 positions
#14KLCM Advisors, Inc.Active
Some overlap · 4 shared positions
$BA$BMY$WFC$UPS
$1.3B
299 positions
#15Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$ASML
$717M
251 positions
#16Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$UBER$KLAC
$269M
51 positions
#17Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$PLTR$NET$KLAC
$322M
378 positions
#18SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$PLTR$NET$ASML
$1.1B
136 positions
#19Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$WFC
$154M
100 positions
#20RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$NET
$973M
93 positions
#21Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$UBER
$117M
90 positions
#22Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$BMY$UBER$NET$UPS
$124M
142 positions
#23Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$UBER$KLAC$ASML
$228M
70 positions
#24UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$BA$PLTR$UPS$UBER
$243M
40 positions
#25Bayesian Capital Management, LPPassive
Some overlap · 5 shared positions
$PLTR$WFC$BMY$ASML$BSX
$156M
223 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.