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Hedge Funds Similar to LifePlan Investment Advisors,

13F Portfolio OverlapQ1 2026LifePlan Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

LifePlan Investment Advisors, Inc. is an institutional investor managing $254M across 122 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 LifePlan Investment Advisors, are Vannoy Advisory Group,, RCS Financial Planning,, Plum Street Advisors,, with shared positions in $DDOG, $UNIT, $IAU, $SE, $NEE, $VLTO. The full ranking of 25 similar funds is below.

#1Vannoy Advisory Group, Inc.Smart money
Notable overlap · 4 shared positions
$DDOG$UNIT$IAU$SE
$158M
28 positions
#2RCS Financial Planning, LLCPassive
Notable overlap · 7 shared positions
$DDOG$IAU$NEE$VLTO$SNOW$UNIT
$193M
98 positions
#3Plum Street Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$IAU$DDOG$SNOW$MUFG
$289M
98 positions
#4Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$DDOG$IAU$SE$NEE$SNOW$UNIT
$607M
110 positions
#5Partners in Financial PlanningActive
Notable overlap · 6 shared positions
$UNIT$DDOG$SE$SNOW$GEV$GE
$603M
122 positions
#6American Investment Services, Inc.Active
Notable overlap · 6 shared positions
$UNIT$IAU$DDOG$SNOW$IBM$NEE
$448M
132 positions
#7Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$UNIT
$488M
115 positions
#8Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$UNIT$DDOG$IAU$NEE
$480M
160 positions
#9TME FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$UNIT$IAU$SE$DDOG$MUFG$SNOW
$144M
65 positions
#10Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$UNIT$DDOG$SE$MUFG
$476M
78 positions
#11Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$UNIT$IAU$DDOG$NEE$SNOW
$290M
607 positions
#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$UNIT$SE
$206M
97 positions
#1325 LLCActive
Some overlap · 3 shared positions
$UNIT$DDOG$NEE
$324M
69 positions
#14Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$UNIT$DDOG$SNOW
$105M
29 positions
#15Yeomans Consulting Group, Inc.
Some overlap · 5 shared positions
$DDOG$IAU$NEE$IBM$GE
$341M
113 positions
#16Disciplined Investments, LLCPassive
Some overlap · 9 shared positions
$IAU$SE$DDOG$NEE$SNOW$UNIT
$279M
141 positions
#17ANDERSON HOAGLAND & COPassive
Some overlap · 6 shared positions
$IAU$DDOG$GE$IBM$SNOW$GEV
$1.2B
136 positions
#18Donalies Financial Planning, LLCActive
Some overlap · 6 shared positions
$UNIT$DDOG$NEE$TXN$SNOW$IAU
$117M
74 positions
#19Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$IAU$DDOG$SE$UNIT$SNOW
$337M
117 positions
#20GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DDOG$IAU$UNIT$SNOW
$212M
87 positions
#21ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 4 shared positions
$DDOG$IAU$SE$UNIT
$156M
77 positions
#22Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$DDOG$IAU$SNOW$GE$NEE
$420M
120 positions
#23ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$UNIT$DDOG$SE
$3.5B
338 positions
#24Prosperity Planning, Inc.Active
Some overlap · 5 shared positions
$UNIT$SE$DDOG$VLTO$SNOW
$395M
110 positions
#25Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$UNIT$IAU$DDOG$GE$NEE
$217M
176 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.