What hedge funds are most similar to Leibman Financial Services, Inc.?

The funds with the most similar 13F portfolios to Leibman Financial Services, Inc. are MB, LEVIS & ASSOCIATES,, Berkeley,, Oxinas Partners Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 Leibman Financial Services,

13F Portfolio OverlapQ1 2026Leibman Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Leibman Financial Services, Inc. is an institutional investor managing $150M across 46 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 Leibman Financial Services, are MB, LEVIS & ASSOCIATES,, Berkeley,, Oxinas Partners Wealth, with shared positions in $WT, $LOW, $AMGN, $PLD, $SE, $FCX. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 4 shared positions

$WT $LOW $AMGN $PLD

$240M

234 positions

#2Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $LOW $SE

$298M

81 positions

#3Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $SE $FCX $STRL

$219M

145 positions

#4Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $SE $TMUS $LOW

$2.1B

372 positions

#5Stenger Family Office, LLCPassive

Notable overlap · 4 shared positions

$WT $CRWD $PLD $URI

$566M

117 positions

#6IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMGN $BMY

$446M

95 positions

#7BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $STRL $SE $AMGN

$2.5B

453 positions

#8Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $LOW

$213M

153 positions

#9626 Financial, LLCActive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$224M

121 positions

#10Prestige Wealth Management Group LLCPassive

Notable overlap · 3 shared positions

$WT $PLD $BMY

$509M

1,123 positions

#11Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $TGT $DIS

$132M

378 positions

#12Granite Bay Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $TMUS $AMGN $CRWD

$470M

94 positions

#13Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $SE $CRWD $DIS

$154M

66 positions

#14Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $PINS $CRWD

$311M

40 positions

#15Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $LOW $CRWD

$137M

89 positions

#16Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $CRWD $DIS

$597M

251 positions

#17Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$393M

901 positions

#18Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $LOW

$90M

65 positions

#19Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMGN $LOW

$170M

48 positions

#20Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $TECK $MELI

$230M

166 positions

#21Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $SE $FCX

$2.3B

390 positions

#22Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $LOW $AMGN $DIS

$114M

68 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $TECK $AMGN $PLD $SE

$477M

70 positions

#24Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $PINS $DIS

$154M

127 positions

#25Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $AMGN $CRWD

$153M

344 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.