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 Level Wealth

13F Portfolio OverlapQ1 2026Level Wealth portfolio →

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Most similar hedge funds by 13F overlap

Level Wealth Management LLC is an institutional investor managing $213M across 67 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 Level Wealth are Luminvest Wealth, Sunflower Bank, N.A., Vested Financial Planning,, with shared positions in $DDOG, $COP, $BRZE, $HUM, $KKR, $KO. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$DDOG $COP $BRZE $HUM $KKR

$382M

55 positions

#2Sunflower Bank, N.A.Active

Notable overlap · 6 shared positions

$DDOG $KO $MAR $BRZE $GEV $GE

$392M

155 positions

#3Vested Financial Planning, LLCSmart money

Notable overlap · 3 shared positions

$DDOG $MAR $GMM

$131M

27 positions

#4Mallini Complete Financial Planning LLCSmart money

Notable overlap · 6 shared positions

$DDOG $SO $BRZE $HUM $DUK $KKR

$126M

61 positions

#5REGIMEN WEALTH, LLCActive

Notable overlap · 6 shared positions

$DDOG $KO $HUM $REGN $BRZE $MCD

$342M

70 positions

#6Yeomans Consulting Group, Inc.

Notable overlap · 6 shared positions

$DDOG $KO $SO $GE $IBM $NEE

$341M

113 positions

#7Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$DDOG $MAR $MCD $NKE $KKR

$335M

104 positions

#8RCS Financial Planning, LLCActive

Notable overlap · 4 shared positions

$DDOG $GMM $BRZE $NEE

$193M

98 positions

#9K2 Financial Inc.Active

Notable overlap · 4 shared positions

$DDOG $GMM $MCD $NKE

$138M

59 positions

#10Topsail Wealth Management, LLCActive

Notable overlap · 5 shared positions

$DDOG $COP $BRZE $MAR $HUM

$678M

294 positions

#11Joel Adams & Associates, Inc.Active

Notable overlap · 5 shared positions

$DDOG $DUK $BRZE $MCD $NEE

$135M

64 positions

#12BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 5 shared positions

$DDOG $DUK $MCD $NKE $IBM

$333M

91 positions

#13Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$DDOG $COP $BRZE $NKE $NEE

$607M

110 positions

#14ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$DDOG $MAR $HUM $NKE

$3.5B

338 positions

#15Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$DDOG $BRZE $HUM $KKR $MCD

$341M

64 positions

#16MOLLER WEALTH PARTNERSActive

Notable overlap · 5 shared positions

$DDOG $GEV $GE $KKR $MCD

$507M

67 positions

#17Gutierrez Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $HUM $IBM

$161M

70 positions

#18Veratis Advisors, Inc.

Notable overlap · 4 shared positions

$DDOG $BRZE $MCD $IBM

$126M

75 positions

#19West Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $HUM $IBM

$589M

193 positions

#20Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $MCD $KKR

$488M

115 positions

#21Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$DDOG $IBM $KKR

$337M

50 positions

#22Lutz Financial Services LLCActive

Notable overlap · 5 shared positions

$DDOG $COP $NKE $HUM $GMM

$1.5B

100 positions

#23MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$DDOG $COP $KO $GE $NEE

$295M

82 positions

#24COOPER/HAIMS ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DDOG $KO $HUM $IBM

$212M

103 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$DDOG $COP $DUK $SO $BRZE $HUM

$350M

95 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.