13F Pro

Hedge Funds Similar to LIFELONG WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026LIFELONG WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

LIFELONG WEALTH ADVISORS, INC. is an institutional investor managing $426M across 99 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 LIFELONG WEALTH ADVISORS, are ACCREDITED INVESTOR SERVICES,, Moisand Fitzgerald Tamayo,, CURIO WEALTH,, with shared positions in $AMN, $IAU, $SE, $LMT, $GLDM, $MMM. The full ranking of 25 similar funds is below.

#1ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$SE
$156M
77 positions
#2Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$SE
$931M
518 positions
#3CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$SE$LMT
$293M
1,255 positions
#4STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$AMN$IAU$SE
$143M
30 positions
#5Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$GLDM$IAU
$718M
278 positions
#6FINANCIAL MANAGEMENT NETWORK INCPassive
Notable overlap · 3 shared positions
$AMN$IAU$SE
$653M
191 positions
#7Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$AMN$IAU$MMM$UNH$WFC
$398M
88 positions
#8CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$AMN$STX$SE$UNH
$334M
70 positions
#9Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$GLDM$STX
$369M
70 positions
#10POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$XEL$MMM
$127M
130 positions
#11Flagstone Financial ManagementSmart money
Notable overlap · 3 shared positions
$AMN$IAU$WFC
$403M
71 positions
#12Harbor Group, Inc.Active
Notable overlap · 4 shared positions
$AMN$SE$UNH$LMT
$692M
116 positions
#13Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$AMN$IAU$SE
$525M
138 positions
#14Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MMM$UNH
$174M
47 positions
#15Avondale Wealth ManagementActive
Notable overlap · 3 shared positions
$AMN$TGT$SE
$203M
71 positions
#16Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$AMN$SE$IAU
$1.1B
81 positions
#17Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$SE$GLDM
$2.2B
79 positions
#18Fort Vancouver Investment Management, LLCActive
Notable overlap · 3 shared positions
$AMN$SE$IAU
$197M
59 positions
#19ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 5 shared positions
$AMN$IAU$WFC$RELX$SE
$158M
125 positions
#20Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$IAU$MUFG
$228M
72 positions
#21Integrity Wealth Solutions LLCPassive
Notable overlap · 4 shared positions
$AMN$IAU$GLDM$SE
$255M
130 positions
#22Plum Street Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$MUFG$RELX
$289M
98 positions
#23Apeiron RIA LLCPassive
Notable overlap · 3 shared positions
$AMN$IAU$GLDM
$431M
204 positions
#24ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$AMN$IAU$LMT
$730M
215 positions
#25MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$AMN$IAU$LMT
$508M
88 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.