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 LifeWealth Investments,

13F Portfolio OverlapQ1 2026LifeWealth Investments, portfolio →

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Most similar hedge funds by 13F overlap

LifeWealth Investments, LLC is an institutional investor managing $374M across 136 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 LifeWealth Investments, are Pacific Park Financial,, Exit Wealth Advisors,, Wealth Care, with shared positions in $IAU, $BRZE, $COP, $JHG, $MAR, $BTC. The full ranking of 25 similar funds is below.

#1Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$IAU $BRZE $COP $JHG $MAR

$153M

73 positions

#2Exit Wealth Advisors, LLC.Active

Notable overlap · 6 shared positions

$IAU $BTC $WT $BRZE $SLV $JHG

$195M

131 positions

#3Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $PDI $WT

$113M

67 positions

#4MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $JHG $WT $GE

$260M

146 positions

#5Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$IAU $JHG $WT $SLV $APH $NEE

$477M

70 positions

#6Madden Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$IAU $BRZE $COP $MAR $SLV

$254M

108 positions

#7Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $JHG $WT

$133M

89 positions

#8Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$IAU $COP $WT $MAR $BRZE

$167M

76 positions

#9Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$IAU $BRZE $WT $MAR $NEE

$589M

138 positions

#10DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $JHG $SLV

$163M

58 positions

#11Fearless Solutions, LLC dba Best InvestPassive

Some overlap · 3 shared positions

$IAU $REGN $WT

$166M

127 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$IAU $BRZE $COP

$578M

118 positions

#13WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$IAU $COP $WT $SLV

$508M

107 positions

#14CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 6 shared positions

$IAU $REGN $WT $SLV $MAR $NEE

$149M

96 positions

#15Towneley Capital Management, Inc / DESmart money

Some overlap · 4 shared positions

$IAU $JHG $BRZE $COP

$478M

42 positions

#16Spectrum Asset Management, Inc. (NB/CA)Passive

Some overlap · 4 shared positions

$IAU $HEI $BTC $EME

$315M

109 positions

#17Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $BRZE $BTC $SLV $NEE

$130M

96 positions

#18Capital Asset Advisory Services LLCActive

Some overlap · 5 shared positions

$IAU $REGN $WT $BTSG $DIS

$2.6B

299 positions

#19Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $REGN $NEE

$363M

117 positions

#20First Financial Group CorpActive

Some overlap · 6 shared positions

$IAU $JHG $WT $GE $DIS $NEE

$122M

80 positions

#21Upper Left Wealth Management, LLCPassive

Some overlap · 3 shared positions

$IAU $BRZE $BTC

$169M

68 positions

#22WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 4 shared positions

$IAU $COP $SLV $NEE

$284M

123 positions

#23Sterling Financial Planning, Inc.Active

Some overlap · 3 shared positions

$IAU $COP $WT

$337M

117 positions

#24OFC FINANCIAL PLANNING, LLCActive

Some overlap · 3 shared positions

$IAU $REGN $BRZE

$102M

56 positions

#25SAGE RHINO CAPITAL LLCPassive

Some overlap · 3 shared positions

$IAU $JHG $COP

$535M

330 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.