What hedge funds are most similar to LifeWealth Investments, LLC?

The funds with the most similar 13F portfolios to LifeWealth Investments, LLC are Kure Advisory, MAINSTAY, CPR Investments, 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 LifeWealth Investments

13F Portfolio OverlapQ3 2026LifeWealth Investments portfolio →

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Most similar hedge funds by 13F overlap

LifeWealth Investments, LLC is an institutional investor managing $360M across 139 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LifeWealth Investments are Kure Advisory, MAINSTAY, CPR Investments, with shared positions in $IAU, $SLV, $APH, $PLTR, $TXN, $LMT. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $APH $PLTR

$216M

62 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $SLV $APH $TXN

$1.4B

144 positions

#3CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$134M

64 positions

#4Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $APH $DELL

$830M

159 positions

#5Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $DELL

$2.8B

691 positions

#6WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $SLV $DIS $FDX

$536M

107 positions

#7NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$838M

122 positions

#8GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $PDI $MAR

$641M

88 positions

#9Wealth Quarterback LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $DELL $LMT

$328M

180 positions

#10ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 5 shared positions

$IAU $MAR $DELL $LMT $PLTR

$753M

223 positions

#11Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$IAU $APH $PDI

$203M

84 positions

#12WEALTHSPAN PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$317M

129 positions

#13Centerline Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DIS $NEE

$321M

82 positions

#14SkyView Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $EME $RBC

$128M

278 positions

#15VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $APH $TXN

$399M

99 positions

#16Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$IAU $MAR $LMT

$463M

130 positions

#17JSF Financial, LLCActive

Notable overlap · 4 shared positions

$IAU $DELL $MAR $DIS

$655M

146 positions

#18Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $LMT $FDX

$154M

96 positions

#19CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $MAR $NEE

$212M

113 positions

#20Omnia Family Wealth, LLCSmart money

Notable overlap · 3 shared positions

$IAU $LMT $DIS

$373M

103 positions

#21Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$164M

74 positions

#22Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$163M

113 positions

#23Elevated Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $MAR $FDX

$357M

117 positions

#24Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $LMT $NEE $PLTR

$405M

118 positions

#25Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $DIS $NEE $TXN

$281M

154 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.