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 LIFELONG WEALTH ADVISORS

13F Portfolio OverlapQ3 2026LIFELONG WEALTH ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LIFELONG WEALTH ADVISORS, INC. is an institutional investor managing $432M across 104 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 LIFELONG WEALTH ADVISORS are Kure Advisory, Sterling Financial Planning, TWIN FOCUS PARTNERS, with shared positions in $IAU, $MMM, $XEL, $WFC, $ABT, $MUFG. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Substantial overlap · 4 shared positions

$IAU $MMM $XEL $WFC

$216M

62 positions

#2Sterling Financial Planning, Inc.Active

Substantial overlap · 3 shared positions

$IAU $MMM $ABT

$368M

123 positions

#3TWIN FOCUS CAPITAL PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $MUFG $GLW

$983M

170 positions

#4Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$313M

107 positions

#5SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $TGT

$298M

135 positions

#6NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$838M

122 positions

#7Aureum Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$162M

57 positions

#8CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$134M

64 positions

#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $GLW $LMT $MRVL

$753M

223 positions

#10Farrell Financial LLCActive

Notable overlap · 3 shared positions

$IAU $GLW $MRVL

$187M

81 positions

#11ROGCO, LPActive

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$327M

224 positions

#12NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $GLDM $TGT $MMM

$283M

75 positions

#13VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $MMM $ABT

$399M

99 positions

#14Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $STX $TGT

$346M

194 positions

#15EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $STX $MRVL

$193M

120 positions

#16TRUE Private Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $MMM $MRVL $WFC

$1.2B

289 positions

#17Asempa Wealth AdvisorsActive

Notable overlap · 4 shared positions

$IAU $GLDM $MUFG $LMT

$131M

114 positions

#18Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $ABT $MMM

$761M

333 positions

#19ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $GLW

$326M

102 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $ABT

$534M

406 positions

#21Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $LMT $MMM

$546M

114 positions

#22TSA Wealth Managment LLCActive

Notable overlap · 4 shared positions

$IAU $STX $MMM $MRVL

$356M

124 positions

#23ASL Financial, LLCActive

Notable overlap · 4 shared positions

$IAU $GLW $WFC $ABT

$146M

98 positions

#24EQUITABLE TRUST COPassive

Notable overlap · 3 shared positions

$IAU $MRVL $STX

$2.4B

444 positions

#25AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $MRVL

$348M

178 positions

Compare LIFELONG WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LIFELONG WEALTH ADVISORS’s holdings

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.